Formstack to SMS in Make: Instant, personalized messaging with team alerts and a clean audit trail
Turn every Formstack submission into a reliable SMS touchpoint without writing glue code. With Make, D7 SMS, Slack, and Google Sheets work together to deliver messages, notify your team in real time, and log every detail for reporting and QA.
Core Features
- Delivery reports : Track message_id, status, and error codes from D7 SMS. Store delivery confirmations in Sheets and surface status in Slack so teams know what was sent and delivered.
- Personalization: Map Formstack fields to dynamic SMS templates (name, product, dates, links). Support for Unicode and long messages ensures your content arrives as intended.
- API flexibility: Use D7’s REST API with headers, parameters, and webhooks for DLR. Configure sender IDs where supported, set callback URLs, and adapt to country rules or routing needs.
Automation Flow
1) Trigger: Formstack – New Event Triggered
- Capture submission data (submission_id, contact name, phone, custom fields).
2) Action: D7 SMS – Send automated SMS message
- Compose a template-driven message using Formstack variables.
- Pass phone number, message body, sender ID (if applicable), and callback URL for delivery reports.
- Return message_id and initial send status.
3) Action: Slack – Notify team
- Post a channel message with submission summary, recipient, message preview, and D7 status (queued/sent/failed), including a link to the Formstack entry.
4) Action: Google Sheets – Log entry
- Append a row with timestamp, submission_id, recipient number, message_id, template used, send status, delivery status (on update), and any error codes for reporting.
Optional enhancements
- Add a router for retries on transient failures and capture final DLR updates via webhook into Sheets.
- Apply filters for opt-outs, business-hour sending, or country-specific routing.
Who It’s For
- Developers: Fast, reliable API integration without custom middleware; clear IDs and statuses for observability and debugging.
- Marketers: Personalized, on-brand SMS triggered from form responses; instant Slack visibility and measurable outcomes.
- Operations teams: Consistent process with full audit trails in Sheets, delivery assurance via DLR, and streamlined incident handling.
