A new deal has just closed in Catalyst by Cloverly, and the customer is ready for a clear next step. Instead of asking someone to check the record, copy contact details and write a message, a Zap can send a timely SMS through Mobile Message. You can also respond to a new proposal, company or batch event, depending on where your team needs notification.

Use this connection for practical updates around carbon credit sales and account activity. A closed deal can prompt a confirmation text, while a new company can create a Mobile Message contact for future communications. A proposal created event can notify an account manager that action is needed. Zapier passes the selected Catalyst details into the Mobile Message step, so you decide which fields become the recipient, message and contact information. This is useful when your team manages inventory, pricing, payments and reporting in Catalyst but wants customer-facing SMS handled separately. The apps remain separate, with each Zap running one defined workflow.