Docubee SMS Integration

Yes — Mobile Message integrates with Docubee. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Docubee integration

A contract workflow has started, and someone needs to know that the next step is underway. Without an alert, staff may only discover the new workflow instance when they return to Docubee and check its activity. A short SMS can provide a timely prompt for an internal owner or a participant when the workflow reaches a defined event.

Use Docubee’s Workflow Instance Started trigger with Mobile Message Send SMS. You can include the workflow name, recipient and any available reference data in the message. The When a Zapier Event Is Reached in the Workflow trigger can also send an SMS at a selected point in the process, such as when an approval or signing step needs attention. Mobile Message’s Send SMS to List action suits a shared operations alert.

Docubee’s Start a Workflow Instance action can be paired with Mobile Message’s Inbound SMS Received trigger where an incoming text contains the data needed to start a workflow. Each Zap has a defined direction, and the platforms do not synchronise contract records automatically.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

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

When Instant A Docubee workflow instance starts Docubee · Workflow Instance Started
Then Text the workflow owner a prompt Mobile Message · Send SMS
Use this Zap
When Instant A Docubee workflow event is reached Docubee · When a Zapier Event Is Reached in the Workflow
Then Text the participant about the next step Mobile Message · Send SMS
Use this Zap
When A person texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Start a Docubee workflow Docubee · Start a Workflow Instance
Use this Zap
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 Docubee supports on Zapier

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

Triggers 2
  • When a Zapier Event Is Reached in the Workflow — Collect data when a workflow instance reaches a Zapier Event and trigger another action.
  • Workflow Instance Started — Collect data from a started workflow instance and trigger another action.
Actions 1
  • Start a Workflow Instance — Sends data to start an OnTask Workflow Template

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

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

Custom Sender IDs
Custom Sender IDs

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

Real-Time Delivery Receipts
Real-Time Delivery Receipts

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

Inbound SMS Handling
Inbound SMS Handling

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

Docubee + SMS: common questions

Can Docubee text someone when a workflow starts?

Yes. Workflow Instance Started can trigger Mobile Message Send SMS in Zapier. Use the workflow information available from Docubee to identify the recipient and explain that the process has begun.

Can an SMS start a Docubee workflow instance?

Yes. Mobile Message’s Inbound SMS Received trigger can run Docubee’s Start a Workflow Instance action. The incoming message must contain the information required by the selected Docubee workflow template.

How do I set up Docubee workflow SMS alerts?

Have Docubee, Mobile Message and Zapier accounts. Select a Docubee workflow trigger or Inbound SMS Received, add the matching action and map the fields. Zapier manages the setup without custom code.

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