---
title: "How to configure an automated message"
slug: "how-to-configure-an-automated-message"
updated: 2025-09-01T20:54:04Z
published: 2025-09-01T20:54:04Z
canonical: "docs.natterbox.com/how-to-configure-an-automated-message"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.natterbox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to configure an automated message

This example goes through messaging a lead once it has been created with a certain lead source.

1. Navigate to Salesforce Setup
2. Search for ‘Flows’ in the ‘Quick Find’.
3. Click ‘New Flow’ and choose ‘Record-Triggered Flow’.
4. Configure Start
  1. Object: Lead
  2. Configure Trigger > Trigger the Flow When: A record is created
  3. Set Entry Conditions: All Conditions Are Met (AND)
    1. Field: Lead Source
    2. Operator: Equals
    3. Value: Trade Show ![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot 2025-09-01 at 21.52.20.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A59%3A10Z&se=2026-10-12T07%3A59%3A10Z&sr=c&sp=r&sig=aFvPlCD4wkJ%2BEVvql7BZMQcWRKwKTYFa5bMmxIOm0vQ%3D)
5. Add a new action, search for ‘Natterbox’ and select the one called ‘Send Natterbox Template Message’. *Note: you can choose ‘Send Natterbox Message’ and achieve a similar solution but the message template is then stored in the flow rather than in the Natterbox templates.*
  1. Label: Send Lead Template
  2. Object for ‘Person Record (Input): Lead
  3. Channel Type: SMS
  4. From Number: [this needs to be a number enabled for SMS]
  5. Person Record: *Triggering Lead*
  6. Template Name: New Lead (this needs to match the name of the [template](/v1/docs/manage-templates))
  7. To Number: *Triggering Lead > Phone*
  8. Placeholder Map: {"LeadFirstName": "{!$Record.FirstName}", "LeadOwnerName": "{!$Record.Owner_Name__c}"}
    1. *LeadFirstName* and *LeadOwnerName* are the macros in the template.
    2. *{!$Record.FirstName}* and *{!$Record.Owner_Name__c}* are lead fields. ![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot 2025-09-01 at 21.53.32.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A59%3A10Z&se=2026-10-12T07%3A59%3A10Z&sr=c&sp=r&sig=aFvPlCD4wkJ%2BEVvql7BZMQcWRKwKTYFa5bMmxIOm0vQ%3D)
6. Save and Activate!

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot 2025-09-01 at 21.51.59.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A59%3A10Z&se=2026-10-12T07%3A59%3A10Z&sr=c&sp=r&sig=aFvPlCD4wkJ%2BEVvql7BZMQcWRKwKTYFa5bMmxIOm0vQ%3D)