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Workflow automation

The SMSEagle Workflow feature automates the handling of incoming and outgoing messages in the SMS gateway system. It allows you to connect different communication channels, define rules for message processing, and trigger actions when specific conditions are met. This enables users to create scenarios that respond to messages in real time.

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Users can create simple or complex rules without any programming knowledge, tailoring automations to their exact needs.

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The system handles large volumes of messages without overloading the gateway, enabling faster responses to critical events like system alerts.

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Full control over message content and format, with the ability to connect multiple communication channels in one place.

Cross-channel message automation

You can trigger actions across different communication channels — for example, send an SMS based on an email, forward a WhatsApp message to Signal, or route an MMS to email. Any combinations are possible, such as email + SMS, WhatsApp + Signal, or email + WhatsApp.

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SMS Messages

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MMS Messages

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Email Messages

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Signal Messages

Message Length

WhatsApp Messages

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Voice Messages

Rules and condition logic

Users can create rules that define when and how an action should be executed. Rules can be based on:

  • Sender (e.g., a specific phone number, email address, or contact group)
  • Message subject (e.g., contains the word “alarm”, ends with “!”)
  • Message content (e.g., contains or excludes a phrase, matches a regular expression)
  • Message type (e.g., only emails, only SMS)
  • Condition groups with logical operators:
    • AND – all conditions must be met
    • OR – at least one condition must be met
    • NOT – a negative condition
    • REGEX – match using a regular expression (for advanced users)

This makes it possible to create complex scenarios, such as:
“If the sender belongs to the ‘Admin’ group and the subject contains ‘alert’, or the content includes ‘critical error’.”

Outgoing Actions

Based on the conditions met, Workflow can perform one or more actions:

  • Send an SMS / MMS
  • Send a message via Signal / WhatsApp
  • Make a voice call
  • Forward a message to another channel or system

The user can define the format of the outgoing message – for example, extracting only the subject and part of the content from an email instead of sending the entire message. It is also possible to dynamically insert data such as sender, subject, or content into the message template.

Advanced capabilities

  • Ability to create multiple actions from a single message, e.g., send an SMS and a Voice Call at the same time.
  • Reduced number of rules – instead of creating separate rules for each channel, they can be combined in one configuration.

How to use Workflow Automation across various industries?

Workflow automation for IT departments

A network monitoring system detects a critical issue, such as a server outage or a network switch failure. The system sends an alert email with the subject indicating the problem. The Workflow identifies the sender as part of the “Monitoring” group and checks the subject for keywords like “ALARM”. If the conditions are met, the Workflow performs multiple actions simultaneously: it sends an SMS to the on-call IT team, posts a Signal or WhatsApp message to the system administrator, and logs the alert in a centralized monitoring dashboard. This ensures immediate awareness and rapid response to minimize downtime.

Workflow automation for Building Management & Automation industry

In a smart building system, sensors detect temperature anomalies or security breaches. When a sensor sends a message (e.g., via email or IoT channel), the Workflow checks the type of alert and the location. If the alert indicates a critical condition, it automatically triggers actions: sending an SMS to the facilities manager, sending a Signal message to security staff, and activating automated systems, such as turning on backup cooling units or locking doors. This automation improves safety, reduces response time, and helps maintain optimal building conditions.

Workflow automation for Customer Service and Marketing

A company receives a customer inquiry or a promotional response via email, SMS, or WhatsApp. The Workflow identifies the message type and sender, then checks the content for relevant keywords (e.g., product name, complaint type, or promotional code). Based on these conditions, it triggers actions such as: sending a personalized response via email, delivering a promotional SMS, or notifying the customer service team via Signal for high-priority issues. This enables timely engagement, increases customer satisfaction, and automates marketing campaigns across multiple channels.

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What is hardware
SMS Gateway?

Find a detailed description
in the User's Manual