Small business operators using AccountEdge often notice a new sale invoice or lead after the customer has already moved on to the next task. Chasing each record for a confirmation or follow-up message can create gaps in customer service. Through Zapier, AccountEdge events such as Sale Invoice, Lead and Customer can start a Mobile Message workflow.

A new sale invoice can send an SMS confirmation, while a new lead can create a Mobile Message contact or add the prospect to a follow-up list. Customer and Vendor events can also create contacts when the available data is suitable. Mobile Message supports individual messages, list messages and contact management, so you can choose the action that matches the accounting event.

AccountEdge's available actions update or create customers and vendors. An inbound SMS can therefore create a customer record when a reply contains usable details. Delivery Status Updated can trigger Update Customer when the Zap has the matching AccountEdge record information. Each automation is configured through Zapier and handles a defined event rather than synchronising every change between the systems.