Confido Legal SMS Integration
Yes - Mobile Message does integrate with Confido Legal!
When a client makes a new payment or a disbursement is approved, send them an SMS confirmation so they have got proof. If a new payment method is stored for a client, an SMS receipt gives them peace of mind. Your team can also be notified instantly when a transaction posts, so you are always in the loop.
Clients appreciate the transparency, and your team saves time by not fielding the same payment questions repeatedly. Zapier connects your payment system to Mobile Message, automating notifications so nothing falls through the cracks. Every transaction becomes a chance to build confidence and reduce back-and-forth.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Confido Legal and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Confido Legal supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 3
- Disbursement Approved/Updated — Triggers when a disbursement is approved or updated.
- New Stored Payment Method Created — Triggers when a new stored payment method is create.
- New Transaction Processed — Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Actions 18
- Create Client — Creates a new Client in the system.
- Create Disbursement — Creates a new Disbursement in Confido Legal.
- Create Matter — Creates a matter.
- Create Payment Link — Creates a payment link.
- Create Subscription — Creates a subscription for a given Client.
- Get Client Info by ID — Find an existing client information using the client ID.
- Get Client Info by Name — Find an existing client information using the client's name.
- Get Clio Invoice Numbers — Gets the Clio Invoice Numbers based on a Transaction ID.
Show all 18 actions
- Get Disbursement by ID — Get disbursement by ID.
- Get Payment Link by ID — Get payment link by ID.
- Get Stored Payment Method by ID — Get stored payment method by ID.
- Get Stored Payment Methods by Client Name — Find all stored payment methods for a client.
- Get Subscription by ID — Get subscription by ID.
- Get Subscriptions by Client ID — Find all subscriptions for a client.
- Get Transaction Data by ID — Gets transaction data from a Transaction ID.
- Initiate Stored Payment Method Payment — Initiates a payment using a stored payment method.
- Send Payment Request — Send a payment request for the paylink ID entered.
- Update Payment Link — Updates a payment link.
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.
Confido Legal + SMS: common questions
Can I text clients when a payment is received?
Yes. When a transaction is processed in Confido Legal, your Zap sends the client an SMS receipt with the amount, date, and matter reference. This provides transparency and instant confirmation without them having to ask or wait for email.
Can I notify my team when a disbursement is approved?
Yes. When a disbursement is approved in Confido Legal, your Zap can send an SMS to the responsible attorney or accountant. This ensures approvals do not get lost and the team knows immediately the disbursement is ready to process.
How do I set this up without a developer?
Log into Zapier and connect your Confido Legal and Mobile Message accounts. Create a Zap with a transaction or disbursement trigger and an SMS action. Map the fields (amount, date, matter) to your message template, and Zapier sends automatic SMS notifications for every transaction.
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