Financial planners can lose time chasing clients about agreements, invoices, and recurring fees instead of concentrating on advice. AdvicePay provides events for an agreement being completed, an invoice being paid, a subscription being activated, or a subscription being cancelled. Those events can become timely SMS messages through Mobile Message, so clients receive useful updates without an adviser having to monitor every change manually.

With Zapier, an executed AdvicePay agreement can trigger a welcome text, while an invoice being paid can send a confirmation to the client. A newly activated subscription can prompt a service commencement message, and a cancelled subscription can alert the relevant team or confirm the change to the client. You can also use Mobile Message actions such as Create Contact, Update Contact, and Add Contact to List to keep selected client details available for future messages. The app’s actions, including Create an Invoice and Create a Subscription, can be started by Mobile Message’s Inbound SMS Received trigger where that workflow is genuinely useful, such as creating a follow-up billing record after a client texts in. The connection runs through Zapier rather than being a native AdvicePay integration, so each Zap handles one event and one selected action.