A proposal team may want to know immediately when Fee Navigator generates a new merchant statement analysis. Without a prompt, a useful proposal can sit in the system until someone checks it. Fee Navigator’s New Proposal event can start a Mobile Message SMS to the consultant responsible, or alert a list when a new opportunity is ready for review.

Fee Navigator also provides New and Updated Analysis and Proposal and Updated Proposal triggers. These can signal that a proposal has changed and deserves another look. Mobile Message can send an SMS, send an SMS to a list, create a contact or add a contact to a list after any of these events. The message can identify the merchant or proposal details available from Fee Navigator.

Fee Navigator has no listed actions, so the practical direction is from Fee Navigator to Mobile Message. The Zap does not analyse the proposal, send a document or synchronise later changes automatically beyond the trigger you select. It simply gives your team a defined SMS notification through Zapier when the chosen proposal event occurs.