Docupilot SMS Integration

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

50 FREE SMS credits included when you sign up

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Mobile Message

About the Docupilot integration

The moment an order is paid in Shopify or a booking is confirmed in Calendly, there is often a document that needs to exist before anyone can move on, an invoice, a receipt or an agreement. Docupilot's Create Document action builds that document straight from the data sitting in the trigger, turning a paid order or a new booking into a finished PDF or DOCX without anyone opening a template by hand or copying details across manually.

Add Mobile Message to that chain through Zapier and the finished document turns into a text the customer actually sees. A paid Shopify order can end with a text linking to the invoice, an overdue Xero invoice can end with a reminder and a copy of the letter, and a new Calendly booking can end with a text confirming the agreement is ready to sign, all without you drafting a single message by hand.
Categories:

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

What you can automate

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

When An order is paid in Shopify Shopify · New Paid Order
Then Generate the invoice and text the customer a link Mobile Message · Send SMS
Use this Zap
When A sales invoice becomes overdue in Xero Xero · Overdue Sales Invoice
Then Generate a reminder letter and text the customer Mobile Message · Send SMS
Use this Zap
When Someone books a session in Calendly Calendly · Invitee Created
Then Generate their agreement and text them a signing link Mobile Message · Send SMS
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 Docupilot supports on Zapier

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

Actions 1
  • Create Document — Creates a new document from a specified 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.

Docupilot + SMS: common questions

Can Mobile Message text a customer when Docupilot creates a document?

Yes, when this runs through Zapier as a three-step Zap. A trigger such as a paid Shopify order or an overdue Xero invoice starts things off, Docupilot's Create Document action generates the PDF or DOCX, and Mobile Message then sends the customer a text about it.

Can Docupilot generate an invoice and have Mobile Message text the customer a link to it?

Yes. Set the Shopify New Paid Order trigger to start the Zap, have Docupilot's Create Document action generate the invoice from the order details, and finish with Mobile Message's Send SMS action so the customer gets a text once the invoice exists.

What does it take to link Shopify, Docupilot and Mobile Message together?

You need active accounts with Shopify, Docupilot and Mobile Message, plus a Zapier account to build the three-step Zap. No coding is required, you choose the starting trigger, let Docupilot generate the document in the middle step, and finish with a Mobile Message text.

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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!