Firm360 SMS Integration

Yes — Mobile Message integrates with Firm360. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Firm360 integration

An accounting practice can move quickly when a new client, project or contact creates an immediate next step. Firm360 can trigger Zapier when a Client Added or Updated event occurs, or when a Project Updated event is recorded. Mobile Message can send SMS, create contacts, update contacts or add contacts to lists.

A new client could receive a welcome text, a project status change could alert the responsible person and a client update could create or update the matching Mobile Message contact. Mobile Message Inbound SMS Received can also trigger Firm360 Create Contact when a client texts your Mobile Message number and the available details are enough to create the record. These are separate, one-directional Zaps through Zapier rather than a native two-way integration. Keep client information appropriate for SMS, confirm consent and use clear opt-out instructions for promotional messages.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect Firm360 and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A Firm360 client is added or updated Firm360 · Client Added or Updated
Then Text the client with a practice update Mobile Message · Send SMS
Use this Zap
When A Firm360 project changes status Firm360 · Project Updated
Then Text the responsible person an alert Mobile Message · Send SMS
Use this Zap
When Firm360 records a client change Firm360 · Client Added or Updated
Then Create the client in Mobile Message Mobile Message · Create Contact
Use this Zap
When A client texts Mobile Message Mobile Message · Inbound SMS Received
Then Create the contact in Firm360 Firm360 · Create Contact
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 Firm360 supports on Zapier

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

Triggers 2
  • Client Added or Updated — Triggers when client is added or updated.
  • Project Updated — Triggers when project is created or status is changed.
Actions 4
  • Create Client — Creates a new client.
  • Create Contact — Creates a new contact for the given Client.
  • Create Project — Creates a new project for the given Client.
  • Create Recurring Project — Creates a new recurring project for the given Client.

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.

Firm360 + SMS: common questions

Can Firm360 send a welcome SMS for a new client?

Yes. Client Added or Updated can trigger Mobile Message Send SMS. Map the client’s phone number and suitable practice details into a short welcome or next-step message.

Can a Mobile Message text create a Firm360 contact?

Yes. Inbound SMS Received can trigger Firm360 Create Contact. This works when the incoming message provides the contact information required by Firm360 and the Zap can map it correctly.

How do I connect Firm360 client events to Mobile Message?

Set up Firm360, Mobile Message and Zapier accounts. No code is needed. Select the Firm360 event or Mobile Message inbound event, choose the action, map the fields and test the workflow.

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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!

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