Send Document via SMS Bot
Automate routine tasks and streamline your document workflows. Share completed documents with customers via SMS using the Send Document via SMS Bot.Try automation, it’s free!
What the Bot does
The Bot sends an SMS with a link to download your document based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to archive invoices, contracts, and other documents and send them to recipients via SMS.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 64 Workspaces
- Installed 289 times in the last 30 days
- 97% success rate
Get your automated workflows up and running in minutes with the Send Document via SMS Bot. No coding required.
Use your existing contacts by selecting them from the address book
Configure Bot settings
Start by creating a .zip archive name for the document you want to export. Then, select the documents you intend to include in the archive and enter phone numbers for recipients. Add a password to protect your documents if necessary.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, select all fields and tell the Bot to send a document once every fillable field has been completed.
Get your messages sent
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, selected contacts will receive a download link to a .zip archive with the completed document.
Try pre-built workflows to experience the Send Document via SMS Bot in action
Commercial Construction Agreement
The Commercial Construction Agreement Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.
Travel Insurance Request
The Travel Insurance Request Flow is used by industry professionals to automate the process of collecting documents, allowing insurance professionals to quickly gather data from multiple sources.
The Concert Booking Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.