How to automatically send a welcome text message using ClickSend to each new customer added in a Coda table

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "Row added" under Coda. Then, select the table. This will allow your playbook to automatically detect the newly added row in Coda and initiate necessary actions.

If this is your first time using a Coda integration in Relay.app, a prompt will guide you through the connection process.

Integrate the ClickSend automation into your playbook to ensure the prompt sending of a text message for each new records added in Coda table.

Click the "Add step" button, then locate the "Send text message" automation for ClickSend and input the mandatory and relevant details.

If your ClickSend account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ClickSend account.

Activating your playbook is the final step to automate the sending of text messages via ClickSend. Once turned on, it will respond whenever a new row is added in a specific table of Coda by sending a text message via ClickSend without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.