Edda SMS Integration

Yes - Mobile Message does integrate with Edda!

When you're managing a growing investment portfolio in Edda, staying synchronised across your team is essential. By connecting Edda to Mobile Message through Zapier, you can notify your team instantly when a new company is added to your pipeline, a task is created for follow-up, or a key document is attached to a deal. This keeps everyone aware of important portfolio events without them having to check Edda constantly throughout the day.

You can also sync new contacts and companies directly into Mobile Message for targeted campaigns. When a new investor, fund manager, or prospect is created in Edda, they automatically appear in Mobile Message as a contact ready to be added to your SMS outreach lists. This way your deal data stays organised in Edda and your contact lists stay current in Mobile Message.

The result is a deal team that stays connected and responsive. Your investment process moves faster because critical updates reach people via SMS, ensuring they see notifications even when they're away from their desk or in meetings.
Categories:
Connect Now with Zapier SMS Pricing Start a Free Trial50 FREE SMS Credits

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

Edda SMS Integration

What you can automate

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

When Instant A company is created in your pipeline Edda · Company Created
Then Text your team the deal details Mobile Message · Send SMS
Use this Zap
When Instant A new task is assigned Edda · Task Created
Then Send SMS to the assigned user Mobile Message · Send SMS
Use this Zap
When Instant A document is attached to a deal Edda · Document Attached
Then Alert stakeholders via SMS Mobile Message · Send SMS
Use this Zap
When Instant A new contact is created Edda · Contact Created
Then Add them to your Mobile Message contacts Mobile Message · Create Contact
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 Edda supports on Zapier

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

Triggers 24
  • Captable Created — This event is triggered when a captable is created
  • Captable Updated — This event is triggered when a captable is updated
  • Comment Created — This event is triggered when a comment is created
  • Company Autofilled — This event is triggered when a company is autofilled
  • Company Closed — This event is triggered when a company is closed
  • Company Created — This event is triggered when a company is created
  • Company Detail Update — This event is triggered when a company is detail update
  • Company Moved — This event is triggered when a company is moved
Show all 24 triggers
  • Company Note Created — This event is triggered when a note is triggered.
  • Company Page Export Created — This event is triggered when a company is page export created
  • Company Presented — This event is triggered when a company is presented
  • Company Shared — This event is triggered when a company is shared
  • Contact Created — This event is triggered when a contact is created
  • Document Attached — This event is triggered when a document is attached
  • Document Deleted — This event is triggered when a document is deleted
  • Email Added — This event is triggered when a email is added
  • Metric Disabled — This event is triggered when a metric is disabled
  • Metric Edited — This event is triggered when a metric is edited
  • Metric Enabled — This event is triggered when a metric is enabled
  • Metric Update — This event is triggered when a metric is update
  • Scorecard Submitted — This event is triggered when a scorecard is submitted
  • Scorecard Template Selected — This event is triggered when a scorecard is template selected
  • Task Completed — This event is triggered when a task is completed
  • Task Created — This event is triggered when a task is created
Actions 45
  • Create a company event. — Creates a new event linked to the specified company and its pipeline.
  • Create a folder. — Creates a new folder with an optional parent path and shared visibility setting.
  • Create a new company in the specified pipeline. — Creates a company and places it in the pipeline's NEW stage. Version 1: Creating an autofilled company (for example use an existing Crunchbase company to seed initial data), Version 2: Creating a repeat submission (use an existing company to seed initial data), Version 3: Creating a blank company.
  • Create a new company in the specified stage. — Creates a company and places it directly into the specified stage.
  • Create a new contact. — Creates a new contact record in the current workspace.
  • Create a new document analysis field. — Adds a new output field definition to the document analysis with a unique slug.
  • Create a new document analysis step. — Adds a new processing step with prompt and ordering to the document analysis.
  • Create a new dropdown option for a filter field. — Adds a new option value to the specified filter table.
Show all 45 actions
  • Create a new email. — Creates a new email record in the workspace and links it to the current user.
  • Create a new task. — Creates a new task and associates it with the specified company.
  • Create a source for a company. — Records a new deal source entry for the specified company.
  • Create or update a data dump schedule — For every combination of type and format there can be only one dump schedule. When updating the hour, keep in mind that the minimum period between 2 dumps is 24h. This means that if a dump was just generated and the schedule is updated to be 1hr in the future - the next dump will be generated in 25hrs.
  • Creates a document analysis. — Sets up a new document analysis configuration in the workspace.
  • Creates a new comment for the contact. — Posts a new comment on the specified contact.
  • Manually update relationship intelligence strength. — Updates the relationship score between the current user and the contact.
  • Moves a company into this stage. — Transfers a company to the specified stage and triggers movement notifications.
  • Partially update a company. — Partially update a company.
  • Posts a new comment on a company. — Creates a new comment thread on the specified company.
  • Posts a new comment on a note. — Creates a new comment on the specified note and notifies the note author.
  • Posts a new note. — Creates a new note attached to the specified company with optional file attachments.
  • Runs a document analysis. — Initiates an AI-powered analysis of the document using the specified analysis configuration.
  • Starts a new review within a specific template. — Creates a new review session or returns an existing in-progress one.
  • Store a metric type. — Creates a new metric type definition and associates it with the company.
  • Store a metric. — Creates a new metric value entry for the specified metric type and company.
  • Store a review template. — Creates a new review template configuration in the workspace.
  • Tag a stage. — Associates a tag with the specified stage.
  • Update a contact. — Modifies the details of an existing contact record.
  • Update a folder. — Modifies folder properties such as name or parent folder.
  • Update a metric type. — Modifies the properties of an existing metric type for the specified company.
  • Update a metric. — Modifies the value or properties of an existing metric entry.
  • Update an email. — Modifies the properties of an existing email record.
  • Update user workspace. — Modifies various settings for the authenticated user. "User workspace" acts as a data store for all kinds of user-level settings throughout the app. Example: clicking "don't show this again" will update this store in order to remember your choice.
  • Update user. — Modifies the profile details of the specified user.
  • Updates a company comment. — Modifies the content of an existing comment on a company.
  • Updates a contact comment. — Modifies the content of an existing comment on a contact.
  • Updates a document analysis field. — Modifies field properties such as name, description, style, type, or display order.
  • Updates a document analysis step. — Modifies step properties such as name, prompt, intermediate flag, or processing order.
  • Updates a document analysis. — Modifies the name of an existing document analysis configuration.
  • Updates a document. — Modifies document properties such as name, folder, audiences, keywords, or document type.
  • Updates a note comment. — Modifies the content and attached files of an existing note comment.
  • Updates a review template. — Modifies the properties of an existing review template.
  • Updates a specific note. — Modifies the content, title, or attached files of an existing note.
  • Updates a task. — Modifies the properties of an existing task such as status, schedule date, or assigned users.
  • Updates alternative email addresses. — Edits the current list of alternative email addresses by adding new ones and removing deleted entries.
  • Upload Document to Company — Uploads a document to a company in Edda at a specified folder path.

Everything Your Integration Needs

feature-icon
Easy-to-Use Integration

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

feature-icon
Custom Sender IDs

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

feature-icon
Real-Time Delivery Receipts

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

feature-icon
Inbound SMS Handling

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

Edda + SMS: common questions

Can I send an SMS notification when a task is created in Edda?

Yes. Set up a Zap triggered by the Task Created event in Edda, then add the Send SMS action. You can include deal and task details in the message using Edda's field data.

Can I sync my Edda contacts to Mobile Message for campaigns?

Yes. When a new contact is created in Edda, you can automatically create them in Mobile Message. Then add them to contact lists for targeted SMS campaigns.

How do I set up the Edda and Mobile Message integration?

Connect both accounts to Zapier, then set up a Zap with an Edda trigger and a Mobile Message action. You'll need API access enabled in both platforms.

Similar Integrations

Maidily
Maidily

Integrating Maidily with Mobile Message allows cleaning businesses in Australia to streamline their communication with clients, enhancing appointment ...

Learn More
Lark
Lark

Integrating Mobile Message with Lark can enhance team collaboration by ensuring that important updates and reminders are sent via SMS directly to team...

Learn More
Onoff Business
Onoff Business

Integrating the Onoff Business service with Mobile Message allows Australian businesses to streamline their communication by sending SMS directly from...

Learn More
Zapier Chrome extension
Zapier Chrome extension

The Zapier Chrome extension can significantly enhance SMS communications through Mobile Message by allowing users to easily trigger workflows directly...

Learn More

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!

Start Messaging Now50 FREE SMS Credits