Canopy SMS Integration

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

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Canopy integration

Professional practices spend enormous energy on client follow-up. New clients onboard and you must manually send welcome materials and confirmations. Throughout the relationship, you chase clients for information, missed appointments and responses to documents. These manual follow-ups drain time that belongs to billable work.

Connecting Canopy to Mobile Message through Zapier automates the client communication that consumes your day. When a new individual client is created, send them a welcome SMS with onboarding details. When a new business client is added, text them with engagement expectations. These SMS messages replace email chains and phone tag, keeping clients moving forward without delay.

The result is more time for actual client work and happier clients who feel engaged. SMS brings the speed of larger practices to your operation, improving satisfaction and your ability to focus on delivery. For practices where time is constantly tight, this automation saves hours weekly.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

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

When Instant A new individual client is created in Canopy Canopy · New Individual Client
Then Send them an SMS welcome with onboarding details Mobile Message · Send SMS
Use this Zap
When Instant A new business client is added to Canopy Canopy · New Business Client
Then Text them with engagement expectations Mobile Message · Send SMS
Use this Zap
When A client texts you with information or updates Mobile Message · Inbound SMS Received
Then Update their client profile in Canopy Canopy · Update Individual Client
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 Canopy supports on Zapier

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

Triggers 4
  • Business Client Info Updated — Triggers when a business client's info is updated.
  • Individual Client Info Updated — Triggers when an individual client's info is updated.
  • New Business Client — Triggers when a business client is created.
  • New Individual Client — Triggers when a new client is created.
Actions 4
  • Create Business Client — Creates a business client.
  • Create Individual Client — Creates a new individual client.
  • Update Business Client — updates a business client.
  • Update Individual Client — Updates a new individual client.

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.

Canopy + SMS: common questions

Can I send different SMS messages to individuals and business clients?

Yes. The Zapier automation triggers separately for individual and business clients. You can customise each message with specific next steps or expectations relevant to each client type.

What if a client replies to the SMS with updated information?

Replies appear as inbound SMS in Mobile Message. You can read them there and manually update Canopy, or set up a Zap to automatically update the client's record when replies arrive.

How do I connect Canopy and Mobile Message?

You need accounts with both Canopy and Mobile Message. Link them on this page via Zapier, no code needed. Once set up, SMS automations activate for your client workflows immediately.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!

Start Messaging Now