Paperless integration with SMS by Nekton
How to Send SMS messages for newly completed Paperless documents
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send SMS messages for newly completed Paperless documents" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Paperless integrations
Paperless actions
Nekton can use any feature that is available in Paperless API.
Using our advanced AI, you can easily create custom automations for Paperless.
Here are some typical actions you can do in your automated workflows.
Create Document (From Template)
Creates a new document from an existing template.
Submission Completed
Triggers when a Submission is completed by all participants.
About Paperless
Paperless lets you create, sign, and manage intelligent documents on a single platform. For more productivity and a better experience for everyone involved.