DocuGenerate SMS Integration

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

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✓ 50 FREE SMS credits included when you sign up

About the DocuGenerate integration

A document automation trigger can mark an important point in a customer or legal workflow. DocuGenerate creates PDF documents from Word templates and data, while Mobile Message can tell someone that a new document has been generated. This is useful when a recipient needs a prompt to review, approve or collect the result.

New Document is the most direct event to connect with Mobile Message. It can trigger Send SMS for a client notification or Send SMS to List for a group handling generated documents. New Template can also start a text to an internal team when a new template becomes available. The Zapier connection passes the relevant DocuGenerate information into a Mobile Message action, so the message can identify the document or template involved. DocuGenerate remains responsible for generating the file, and Mobile Message remains responsible for the text. That separation helps your team act quickly without repeatedly checking whether a document has appeared.

Categories:

Documents

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

Tip: If you're simply looking to send a message to all your contacts, you may not need an integration at all. Most platforms let you export your contacts — you can then import them into Mobile Message and send an SMS to everyone in just a few clicks.

What you can automate

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

When DocuGenerate creates a new document DocuGenerate · New Document

Then Text the recipient that it is ready Mobile Message · Send SMS

Use this Zap

When A new DocuGenerate template appears DocuGenerate · New Template

Then Notify the document team by text Mobile Message · Send SMS to List

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 DocuGenerate supports on Zapier

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

Triggers 2

New Document — Triggers when a new document is generated from a template.
New Template — Triggers when a new template is created.

Actions 2

Create Template — Creates a new template from a file.
Generate Document — Generates a document based on a template and a dynamic data set.

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.

DocuGenerate + SMS: common questions

Can DocuGenerate text someone when a PDF is generated?

Yes. New Document can trigger Send SMS through Zapier. Use the generated document details available in the trigger to create a useful notification.

Can a new DocuGenerate template alert several staff members?

Yes. New Template can trigger Send SMS to List in Mobile Message. This can notify a selected list when a template is created.

How do I set up DocuGenerate SMS notifications?

You need DocuGenerate, Mobile Message and Zapier accounts. Select a DocuGenerate trigger, choose the Mobile Message action, map the fields, test the Zap and activate it without code.

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