Estate.Studio SMS Integration
Yes - Mobile Message does integrate with Estate.Studio!
Through Zapier, Estate.Studio events such as Client Added, Assessment Requested, and RateMyEstate® Assessment Completed can start a Mobile Message SMS. A professional can send an invitation when an assessment is requested, acknowledge a completed assessment, or welcome a newly added client. Client Profile Updated can also notify a team member when a client changes information, using the mobile number and record details available to the Zap.
Estate.Studio supplies the event and client context, while Mobile Message supplies the sending action. The workflow is configured in Zapier and remains one-directional. It does not update Estate.Studio when a message is sent, but it can give your team a dependable communication step at selected points in the estate planning process.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Estate.Studio and Mobile Message through Zapier and these run on their own, with no code and no developer.
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.
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 Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Estate.Studio supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 15
- Assessment Requested — Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
- Client Added — Triggers when a new client is added.
- Client Contact Added — Triggers when a client (who has granted estate access) adds a contact
- Client Contact Updated — Triggers when a client (who has granted estate access) updates a contact.
- Client Note Created — Triggers when a new note is created on a client.
- Client Note Updated — Triggers when a clients' note gets updated.
- Client Profile Updated — Triggers when a client (who has granted you estate access) updates their profile.
- Client Record Added — Triggers when a client (who has granted estate access) adds a new record.
Show all 15 triggers
- Client Record Updated — Triggers when a client (who has granted estate access) updated a record.
- Client Updated — Triggers when a client is updated.
- Estate Access Requested — Triggers when a professional user requests access to a client's estate.
- Estate Access Updated — Triggers when the status of estate access or accessible content related to estate access changes.
- RateMyEstate® Assessment Completed — Triggers when a user completes the RateMyEstate® Assessment.
- Team Member Added — Triggers when a new team member is added.
- Team Member Updated — Triggers when a team member gets updated.
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.
Estate.Studio + SMS: common questions
Can Estate.Studio send an SMS when a client is added?
Yes. Client Added can trigger Mobile Message's Send SMS action in Zapier. Map the client's mobile number and relevant profile fields to send a welcome note or explain the next step in your process.
Can an assessment event send instructions by SMS?
Yes. Assessment Requested can start a Zap that sends an SMS through Mobile Message. RateMyEstate® Assessment Completed can also trigger a message, such as an acknowledgement or follow-up instruction.
How do I connect Estate.Studio to Mobile Message?
Use Zapier to choose an Estate.Studio trigger and a Mobile Message action. Both accounts are needed, and no code is required. Map the client information into the SMS, test the workflow, and enable it when the wording is ready.
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