Overview
The Send Text step allows you to automatically send a text message to a project contact as part of a workflow. Use this step to send follow-ups, appointment reminders, review requests, or any other communication that needs to go out at a specific point in your automation.
How to Access the Workflow Builder
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Click Workflows.
Click the Workflows tab.
From here you can either click the pencil icon on an existing workflow to open it, or click Create Workflow to create a new one. Both will open the Workflow Builder.
Adding a Send Text Step
In the Workflow Builder, hover over any of the downward arrows between steps. Click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.
An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select Send Text under the Communication section.
This will open the Edit Step panel on the right side of the screen.
Configuring the Step
Step Status Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.
When Does This Run? Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.
Conditional Logic Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.
SMS Configuration
Select Contact Choose which contact the text message will be sent to. The available options are:
Project's Main Contact
Project Contact 1
Project Contact 2
Send Text From Choose who the text will be sent from. The available options are:
Assignee
Inside Sales
Production
Accounting
Other Team Member
Text Message Type your message in the Text Message field. You can use variables to dynamically fill in information specific to each contact or project:
Click Show Variables to browse available variables.
Select a variable to copy it, then paste it into your message.
You can also type
{directly in the message field to open a dropdown of available variables.
Attach Image/File (Max size: 5mb) Use the dropdown to attach a file or image to the message. You can also check Attach Assignee's Unique File if applicable.
Saving and Testing
Once you have written your message, click Save. After saving, a Send Test button will appear, allowing you to send a test version of the message.
Note: The Send Test option only appears after the step has been saved with a message written in the Text Message field.
Need Help?
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.