Question sms integrations

  • 5 February 2021
  • 2 replies

Hello, my name is Jose and I am searching for someone with knowledge of how to create an automation for sending SMS with


I run a pediatric speech-therapy office, and we want to integrate SMS into our client relations so that we can send texts to our patients whenever an update occurs.

For example, there is a “lifespan” for the client due to the insurance authorizations being finite; an insurance can authorize, let’s say, 4 months of therapy, and will need to reauthorize more at the end of those 4 months if the child is still in need of therapy. This process has a couple more steps and involves the doctor’s office too, so there are many directions that the documents move and confusion for the patient and their parents/guardians.

We have made boards on Monday for this process. The idea is to send an SMS after each step has been taken, which would be 3-4 steps we are talking about.

That’s where we could use an SMS system--to update our clients on the 3-4 steps it takes for the therapies to be reauthorized by the insurance companies.


I am in need of direction and help from someone who knows which are the correct automations on & an SMS platform such as Twilio or Clicksend to resolve this issue.

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2 replies

Userlevel 4
Badge +6

Hey @ArleyTherapyServices!

Just checking in. Was the information Troy provided helpful? Let us know!

Userlevel 7
Badge +14

Hi @ArleyTherapyServices 

Check the available triggers here:


Check the available Twilio actions here: