Agencies and back offices that live inside document templates, contracts, welcome packs and reminder letters, are usually the ones running DocMerger, merging the same layout with fresh details dozens of times a week.

Mobile Message connects to DocMerger through Zapier, which lets a trigger from another app fill a document and notify the customer by text in one pass. An overdue sales invoice in Xero, for example, can trigger DocMerger's Create Document action to build a formal reminder letter, before Mobile Message sends the customer a text to say a notice is on its way. The same pattern works with a new Google Form response building a contract, or a fresh Calendly booking building a welcome pack, each finishing with a text confirmation to the person concerned.

Where the trigger comes from Mobile Message instead, an Inbound SMS Received event can start DocMerger's Create Document action directly, generating a document from a template the moment a customer texts in a request for one. Either way, the document sits ready in DocMerger while the text keeps the customer informed that something has been done, so nobody is left wondering if a form or letter actually went out.