SMS Automation and Triggers
Automate with AI2 min readUpdated 2026-03-12
SMS Automation and Triggers
JustCall's SMS automation lets you send messages automatically based on events — missed calls, new contacts, appointment reminders, and more. Build rules using a trigger-condition-action framework without writing code.
Available on: Pro plan and above
How Automation Works
Every automation rule has three parts:
- Trigger — The event that starts the automation (e.g., missed call, new contact added, form submission).
- Condition (optional) — A filter that must be true for the action to execute (e.g., only for contacts tagged "VIP," only during business hours).
- Action — What happens when the trigger fires and conditions are met (e.g., send SMS, add tag, update CRM).
Common SMS Automations
| Trigger | Action | Use Case |
|---|---|---|
| Missed call | Send SMS | "Sorry we missed your call. We'll call you back within 30 minutes." |
| New contact added | Send welcome SMS | Onboarding message with next steps |
| Appointment created | Send reminder SMS | 24-hour and 1-hour reminders |
| Call completed | Send follow-up SMS | Post-call survey or confirmation |
| Contact tagged | Send targeted SMS | Nurture sequence for specific segments |
Create an Automation
- Go to Automations in the left sidebar.
- Click Create Automation.
- Select a Trigger from the dropdown.
- Add Conditions if needed (tags, teams, numbers, time).
- Set the Action to "Send SMS."
- Compose the message — use dynamic variables like
{{contact_name}},{{agent_name}},{{call_duration}}. - Click Save and toggle the automation on.
Dynamic Variables
Insert personalized data into automated messages:
| Variable | Inserts |
|---|---|
{{contact_name}} | Contact's name from your address book |
{{agent_name}} | Name of the assigned agent |
{{company_name}} | Your company name |
{{call_duration}} | Duration of the triggering call |
{{missed_call_time}} | Time of the missed call |
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