AuditCase SMS Integration

Yes — Mobile Message integrates with AuditCase. Send and receive SMS from the tools you already use.

50 FREE SMS credits included when you sign up

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Mobile Message

About the AuditCase integration

An accountant is preparing work for several clients when a task status changes or a date check returns a result. AuditCase is a CRM and document management solution for accountancy practices, so timely notices can help staff decide what to handle next. Mobile Message can send an SMS from those AuditCase events through Zapier.

Update Task can alert a responsible team member that work has changed. Update Client can notify a practice contact when client information is updated, while Check Date can send a message when AuditCase's date validation produces a true result. Update Validsign can also alert staff to a signature-related change. These notifications use the event data available from AuditCase and the recipient details mapped in Zapier.

AuditCase has no listed actions, so the useful workflow direction is from AuditCase to Mobile Message. The connection is suited to concise prompts for events that should not wait for the next dashboard review. It does not write changes back into AuditCase.
Categories:

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect AuditCase and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant An AuditCase task is updated AuditCase · Update Task
Then Text the responsible accountant Mobile Message · Send SMS
Use this Zap
When Instant A date check returns true AuditCase · Check Date
Then Text staff about the deadline Mobile Message · Send SMS
Use this Zap
When Instant An AuditCase client is updated AuditCase · Update Client
Then Text the client contact Mobile Message · Send SMS
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything AuditCase supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 4
  • Check Date — Triggers when there's a date validation resulted in true.
  • Update Client — Triggers when there's a client updated.
  • Update Task — Triggers when there's a task updated.
  • Update Validsign — Triggers when there's an validsign update.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

AuditCase + SMS: common questions

Can AuditCase send an SMS when a task changes?

Yes. Update Task can start a Zap that uses Mobile Message Send SMS. Map the task information and recipient number available in the event to alert the responsible accountant.

Can a date validation in AuditCase trigger a text?

Yes. Check Date is the trigger for a date validation that results in true. Pair it with Send SMS to notify a staff member about the relevant deadline or follow-up.

How do I arrange AuditCase SMS alerts through Zapier?

Choose the AuditCase event in Zapier and add Mobile Message Send SMS as the next step. No code is needed. Both an AuditCase account and a Mobile Message account must be connected and authorised.

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