ClientPoint SMS Integration
Yes — Mobile Message integrates with ClientPoint. Send and receive SMS from the tools you already use.
✓ 50 FREE SMS credits included when you sign up
About the ClientPoint integration
Mobile Message actions include Send SMS, Create Contact, Update Contact, Send SMS to List, and Add Contact to List. ClientPoint's Clientpoint Notes action can be started by an inbound SMS, recording a reply against the relevant workspace when the required identifiers are available. Other ClientPoint actions, such as Document Generation and Upload File, can be used in separate workflows where their output supports a later messaging step.
This connection helps reduce the manual chase around proposals and relationship workspaces. It does not create a native two-way integration or sync every ClientPoint field. Build the direction you need in Zapier, map the workspace or contact details, and test the message before using it with customers.
A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.
What you can automate
Connect ClientPoint 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 ClientPoint supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 4
- ClientPoint Approve — Triggers when a ClientPoint is approved.
- ClientPoint Created — Triggers when a new Clientpoint is Created.
- Clientpoint Signed — Triggers when a ClientPoint is signed.
- ClientPoint Updated — Triggers when a Clientpoint is Updated.
Actions 8
- Add Link (Embed) — Add a new Link whether its a webpage or youtube video to embed in ClientPoint.
- Approve ClientPoint — Mark ClientPoint as Approved so it can be sent, print, signed
- Clientpoint Notes — Create a Clientpoint Notes. This will add a note to the clientpoint.
- Create ClientPoint — Creates a new ClientPoint in the app.
- Document Generation — Generates a document from a template and replaces merge fields with data if provided.
- Get ClientPoints Analytics — Retrieves analytics data for ClientPoints.
- Update ClientPoint — Updates an existing ClientPoint in the app.
- Upload File — Uploads a file to a ClientPoint in the app. This is useful for adding documents or files to a specific ClientPoint.
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.
ClientPoint + SMS: common questions
Can ClientPoint text a customer when a workspace is signed?
Yes. Clientpoint Signed can trigger Mobile Message's Send SMS action. Map the customer number and use the available ClientPoint details to confirm the signing or explain the next step.
Can an SMS reply become a ClientPoint note?
Yes. Inbound SMS Received can start ClientPoint's Clientpoint Notes action. The Zap must include enough workspace information to attach the note to the intended ClientPoint.
How do I set up ClientPoint SMS notifications?
Select a ClientPoint trigger or action and a Mobile Message step in Zapier, map the fields, and test the workflow. No code is needed, but ClientPoint, Zapier, and Mobile Message accounts are required.
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Learn MoreReady to Try Mobile Message?
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