A client reaches an important point in a property claim, and a timely message can make the next step clearer. ClaimWizard keeps claim information and contacts organised, but staff may still need to copy details into a separate messaging system before contacting someone. Through Zapier, Mobile Message can send a text when ClaimWizard records a relevant change.

New Client Contact can start a welcome or next-steps SMS as soon as a contact is added. Client Contact Updated can send a follow-up when a phone number or other contact detail changes. New Client Added is useful for acknowledging a newly opened client record, while Client Updated can notify a team member when claim-related client information changes. Mobile Message's Send SMS action handles the outbound message, and Create Contact can add a new person to Mobile Message when a ClaimWizard contact is created. This gives public adjusters a practical way to keep clients informed without relying on someone to monitor every record manually.

The message content remains plain text and can use the fields passed through the Zap. You decide which ClaimWizard event matters, who should receive the SMS and what the message says.