A pavement contractor may receive a new lead while crews are on site and sales staff are moving between assessments. AKDash keeps leads, proposals, properties, accounts and invoices together, but a manual message can still be forgotten during a busy day. Its lead and proposal triggers can start useful SMS notifications through Mobile Message as soon as work enters the next stage.

Text a new lead to confirm that the enquiry was received, alert a salesperson when a proposal is created, or notify a contact when an account is added. You can also create a Mobile Message contact from a new account contact, keeping the person available for later SMS communication. These workflows reduce repeated checking and help customers receive a clear response before the opportunity goes cold.

Mobile Message can also send an SMS to a list when proposals are created, while AKDash actions such as Create Invoice and Create New Account can be used when another app event should add records to AKDash. Each automation is one-way through Zapier. Select the event and action that fit your process, map the available fields and test the result. Both accounts are needed, with no coding.