Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Send Document via SMS 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 the Send Document via SMS Bot
Install and configure the Bot to archive invoices, contracts, and other documents and send them to recipients via SMS.
Export Custom Values to Send Document via SMS Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
Learn more
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.
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Concert Booking
The Concert Booking Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
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Online Delivery Order
The Online Delivery Order Flow Template is used by companies that operate online businesses to streamline their sales processes.
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Other Bots often used with the Send Document via SMS Bot
Configure automated procedures in three simple actions
Modify general options
Outline what exactly your Send Document via SMS Bot should do. Fill out all needed fields to ensure the correct completion of tasks.
Be aware: the ability to select Bots activates only after starting a new Flow and uploading at least one file.
Indicate Bot activation circumstances
Figure out scenarios for when your Bot need to initialize. Set up rules and connect activation circumstances with steps in documents and schedules, or user data.
Fill out Advanced settings
Change options in this part to choose additional configuration and streamline the finding of information like block revisions if something goes wrong, etc., or keep the standard parameters.
