Dealpath SMS Integration

Yes - Mobile Message does integrate with Dealpath!

A new deal is created in Dealpath, and the people responsible for review may not see it until they return to the platform. A Zapier workflow can use New Deal Created to send a Mobile Message text, giving an investment team a prompt alert about the new opportunity. New Loan Created and New Property Created can start similarly useful notices.

Dealpath also offers actions that update names, fields, files, investments, and relationships. Those actions can be useful when an inbound Mobile Message text contains a clear instruction and the mapped information is sufficient, such as updating a deal name or creating an asset. Mobile Message can Send SMS to a team list or Create Contact for a relevant stakeholder. Each workflow is a specific one-way automation through Zapier, not a continuous synchronisation of Dealpath records.
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A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Dealpath SMS Integration

What you can automate

Connect Dealpath and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new Dealpath deal is created Dealpath · New Deal Created
Then Alert the investment review list Mobile Message · Send SMS to List
Use this Zap
When Instant A new Dealpath loan is created Dealpath · New Loan Created
Then Text the responsible investment manager Mobile Message · Send SMS
Use this Zap
When A stakeholder texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Update the selected Dealpath deal name Dealpath · Update Deal Name
Use this Zap
1.6 cents SMS Service
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.

Direct Carrier SMS Delivery
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 SMS Number
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 Dealpath supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 11
  • Asset Updated — Triggers when an asset is updated in Dealpath.
  • Deal Updated — Triggers when a deal is updated in Dealpath.
  • Field Edited — Triggers when a custom field value changes. Can be filtered by entity type and specific field.
  • File Created — Triggers when a new file is uploaded to a deal or asset.
  • File Updated — Triggers when a file is modified (renamed, moved, or tags changed).
  • Loan Updated — Triggers when a loan is updated in Dealpath.
  • New Asset Created — Triggers when a new asset is created in Dealpath.
  • New Deal Created — Triggers when a new deal is created in Dealpath.
Show all 11 triggers
  • New Loan Created — Triggers when a new loan is created in Dealpath.
  • New Property Created — Triggers when a new property is created in Dealpath.
  • Property Updated — Triggers when a property is updated in Dealpath.
Actions 48
  • Attach Deal to Fund — Attaches a deal to an existing fund in Dealpath.
  • Attach Deal to Investment — Attaches a deal to an existing investment in Dealpath.
  • Attach Investment to Fund — Attaches an investment to an existing fund in Dealpath.
  • Attach Loan to Asset — Attaches a loan to an existing asset in Dealpath.
  • Attach Loan to Deal — Attaches a loan to an existing deal in Dealpath.
  • Attach Property to Asset — Attaches a property to an existing asset in Dealpath.
  • Attach Property to Deal — Attaches a property to an existing deal in Dealpath.
  • Attach Property to Loan — Attaches a property to an existing loan in Dealpath.
Show all 48 actions
  • Create Asset — Creates a new asset in Dealpath.
  • Create Deal — Creates a new deal in Dealpath.
  • Create File on Asset — Uploads a file to an asset in Dealpath.
  • Create File on Deal — Uploads a file to a deal in Dealpath.
  • Create Folder on Asset — Creates a new folder within an asset in Dealpath.
  • Create Folder on Deal — Creates a new folder within a deal in Dealpath.
  • Create Fund — Creates a new fund in Dealpath.
  • Create Investment — Creates a new investment in Dealpath.
  • Create Lease — Creates a new lease in Dealpath.
  • Create List Option — Creates a new option for a list/dropdown field in Dealpath.
  • Create Loan — Creates a new loan in Dealpath.
  • Create Property — Creates a new property in Dealpath.
  • Delete Asset — Deletes an asset from Dealpath. This action cannot be undone.
  • Delete Deal — Deletes a deal from Dealpath. This action cannot be undone.
  • Delete Field Value on Asset — Clears the value of a custom field on an asset in Dealpath.
  • Delete Field Value on Deal — Clears the value of a custom field on a deal in Dealpath.
  • Delete Field Value on Loan — Clears the value of a custom field on a loan in Dealpath.
  • Delete Field Value on Property — Clears the value of a custom field on a property in Dealpath.
  • Delete File — Permanently deletes a file from Dealpath. This action cannot be undone.
  • Delete Fund — Deletes a fund from Dealpath. This action cannot be undone.
  • Delete List Option — Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
  • Delete Loan — Deletes a loan from Dealpath. This action cannot be undone.
  • Delete Property — Deletes a property from Dealpath. Cannot delete if it is the last property on a deal or asset.
  • Detach Deal From Investment — Detaches a deal from an investment in Dealpath.
  • Detach Property From Asset — Detaches a property from an asset in Dealpath. Cannot detach if it is the last property on the asset.
  • Detach Property From Deal — Detaches a property from a deal in Dealpath. Cannot detach if it is the last property on the deal.
  • Detach Property From Loan — Detaches a property from a loan in Dealpath.
  • Get File — Downloads the actual file content from Dealpath. Use this after "Get Files on Deal" or "Get Files on Asset" to download individual files.
  • Update Asset Name — Updates an existing asset name in Dealpath.
  • Update Deal Name — Updates an existing deal name in Dealpath.
  • Update Deal Status — Updates the workflow status of a deal in Dealpath.
  • Update Fields on Asset — Updates one or more custom fields on an asset.
  • Update Fields on Deal — Updates one or more custom fields on a deal.
  • Update Fields on Loan — Updates one or more custom fields on a loan.
  • Update Fields on Property — Updates one or more custom fields on a property.
  • Update Fund Name — Updates an existing fund name in Dealpath.
  • Update Investment Name — Updates an existing investment name in Dealpath.
  • Update List Option — Updates an existing list option in Dealpath (rename or enable/disable).
  • Update Loan Name — Updates an existing loan name in Dealpath.
  • Update Property Name — Updates an existing property name in Dealpath.

Everything Your Integration Needs

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Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

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Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

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Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

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Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Dealpath + SMS: common questions

Can Dealpath alert a team by SMS when a deal is created?

Yes. New Deal Created can trigger Mobile Message's Send SMS to List action. This can notify a selected investment group with the deal information available in Dealpath.

Can an inbound SMS update a Dealpath deal name?

Yes. Mobile Message's Inbound SMS Received trigger can run Dealpath's Update Deal Name action when the Zap has the required deal and name values.

How do I connect Dealpath and Mobile Message?

Use Zapier to authorise both services, choose a Dealpath trigger or action, and pair it with the relevant Mobile Message step. No code is needed for setup.

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