Casebook SMS Integration
Yes — Mobile Message integrates with Casebook. Send and receive SMS from the tools you already use.
✓ 50 FREE SMS credits included when you sign up
About the Casebook integration
This suits services where the first text from someone in need shouldn't sit unread for long. A caseworker can trust that when a client sends a message, a person record and an intake report are already sitting in Casebook ready to review, rather than relying on someone remembering to log it. The connection only reads incoming replies, so what a client already handles in Casebook stays exactly as they've set it up, with Mobile Message simply feeding new contacts and reports in as messages arrive.
A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.
What you can automate
Connect Casebook and Mobile Message through Zapier and these run on their own, with no code and no developer.
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 Casebook supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Actions 3
- Create a Case — Creates a new Case in cb Engage.
- Create a Person — Creates a new Person in Casebook.
- Create an Intake Report — Creates a new Report in cb Intake.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Casebook + SMS: common questions
Can Casebook create a new case when someone texts in?
Yes. Connecting Mobile Message to Casebook through Zapier lets an inbound text start a new case, open an intake report or add a person record automatically, so a caseworker has something to review without typing the details in by hand.
Does Casebook update automatically when a client sends a reply?
A reply captured by Mobile Message can create a person record or intake report in Casebook straight away. The connection only reads incoming texts, so anything already set up in Casebook stays exactly as a caseworker configured it.
What does it take to link Mobile Message texts to Casebook records?
The connection runs through Zapier, so no code is required. You'll need a Mobile Message account and a Casebook account, then a Zap that watches for inbound texts and creates the case, person or intake report you choose.
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Learn MoreReady 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!