Notion SMS Automation
Send instant SMS confirmations in Notion, tag contacts, and trigger automated follow-ups with ActiveCampaign + D7 SMS.
Why This Workflow Matters
Turn every new task or issue into an opportunity to engage. This workflow ensures requesters get instant confirmation and that your team never misses a new project.
How It Works
When a new task or issue is received from Notion, the workflow automatically creates or updates the contact inside ActiveCampaign, adds a relevant tag, and sends a confirmation SMS saying:
“Hi {first_name}, thanks project request intake confirmation. Reply HELP for support.”
The system then waits for a reply. If it’s positive, it creates a deal or task; if not, it continues a nurture sequence. Performance is tracked by engagement and conversion.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| New task | issue enters Notion | Instantly captures every project request |
| Contact is created | updated in ActiveCampaign | Keeps all requesters organized |
| Adds a relevant tag | Ensures segmentation for follow-ups | |
| Sends confirmation SMS via D7 | Confirms receipt and builds trust | |
| Waits for reply | Gives recipients a chance to engage immediately | |
| If response is positive, create deal or task | Moves the project into workflow instantly | |
| If not, trigger nurture sequence | Keeps the conversation active | |
| Track engagement and conversion metrics | Measures success transparently |
SMS Message Variations
- “Hi {first_name}, your project request is confirmed! We’ll review and follow up soon. Reply HELP for support.”
- “Thanks {first_name}! Your new task or issue is logged. Need help? Reply HELP anytime.”
- “Hey {first_name}, we got your project details confirmation complete. Reply HELP if you have questions.”
Who It Helps
- Agencies managing client projects
- IT teams tracking internal tasks
- Freelancers collecting new requests
- Support desks logging new issues
