Investigation teams move between new clients, cases, notes and invoices, while each event can require a different customer response. CROSStrax users can use Zapier to send those signals to Mobile Message. New Client, New Case and New Invoice are especially useful triggers for SMS communication.

A new client can receive a welcome message, a new case can prompt an acknowledgement, and a new invoice can send a payment-related notice. New Case Note can also alert a selected internal SMS list when an important update is recorded. Creating a Mobile Message contact from New Client helps keep the messaging record close to the investigation workflow. CROSStrax's Create Client and Create Case actions can be triggered by an inbound Mobile Message text when the incoming data supports a genuine case-management handover. Each Zap is one-directional and configured through Zapier. The systems are not continuously synchronised, so choose the event and outcome that match a specific operational need. SMS content should respect confidentiality and include only information appropriate for text messaging.