How to create a step to send an SMS (text) message


This article will explain how to get a process to send sms messages to recipients that you choose when it is running. The most common uses for this feature include:

  • having the process send start and finish messages, which helps kept stakeholders informed
  • having the process process send error message to the process owner on certain error conditions
  • having the process send interim results during the execution of the process, particularly long running processes

This is achieved by adding an action step to the process while in design mode. The step type is called “Send an SMS”. To do this please follow the steps below:


  • Open the process you wish to add the email step to (you can read about this here). You will then need to enable design mode (you can read about this here)
  • Right click on the blank area within a step-group – this will bring up a menu
  • Click onto “Add action step”, This will open a “Add action step” window; These three steps are displayed in the picture below
  • Click on “Send an SMS” from the “Add action step” window
  • Type in the name for the step – normally this would include information about what is being sent and to whom.
    For example (“Send completion message to credit control“)
  • Click on “Add the selected step to my process
  • Once the step is added in the process, it appears in the operation group; these steps from 4(four) to 7(seven) are displayed in the picture below
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  • anas

    It’s a really very informative information regarding SMS. I was looking for this type of solution for a long time. m going to boookmark it .. thx mate

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