Documently SMS Integration

Yes - Mobile Message does integrate with Documently!

Document collection is a bottleneck that slows every business down. Your clients complete checklists item by item, upload files one by one, and you need to confirm receipt and track progress carefully. When someone uploads a critical file or approves a checklist, that moment is your cue to move forward to the next step. Email confirmations often get lost in spam filters or busy inboxes, and your clients don't know whether you've actually received their documents. They wait wondering if you got it, and follow-up questions become necessary. Documently manages the collection process beautifully, but the communication gap remains, and clients go without clarity about their status.

Mobile Message closes that communication gap instantly. When a checklist item is approved, send the client an SMS confirming the approval and outlining next steps. When someone uploads a required file, text them immediately to confirm receipt and ease their worry. When a new contact logs in to submit documents, send them a welcome message guiding them through the process step by step. SMS cuts through noise and gives your clients confidence that you've received their information and are moving forward.
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A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Documently SMS Integration

What you can automate

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

When A file is uploaded to a checklist Documently · Checklist Upload
Then Text the contact to confirm receipt Mobile Message · Send SMS
Use this Zap
When A checklist is approved Documently · Checklist Approved
Then Send a notification about next steps Mobile Message · Send SMS
Use this Zap
When A new contact logs in for the first time Documently · New Contact Login
Then Send them instructions on what to do next Mobile Message · Send SMS
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 Documently supports on Zapier

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

Triggers 3
  • Checklist Approved — Triggers when a file is approved for the checklist.
  • Checklist Upload — Triggers when a new file uploaded for the checklist.
  • New Contact Login — Triggers when a new contact Login.

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.

Documently + SMS: common questions

Can I send an SMS when a client uploads documents in Documently?

Yes. When a file is uploaded to a checklist, a Zap can send an automatic SMS to the client confirming receipt. This gives them immediate reassurance that their documents have arrived safely.

Can I notify clients when their submitted documents are approved?

Yes. When a checklist is approved in Documently, you can send an SMS notifying the client that their submission has been reviewed and approved, along with any next steps they need to take.

What do I need to connect Documently to Mobile Message?

Create a free Zapier account and connect both Documently and Mobile Message using your login credentials. Select a Documently checklist event as your trigger, choose Send SMS as the action, and write your confirmation message. Zapier sends it automatically when the trigger fires.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!