Formstack Documents SMS Integration

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

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✓ 50 FREE SMS credits included when you sign up

About the Formstack Documents integration

Your customers experience better service when documents and notifications arrive together at the right moment. Formstack Documents generates custom, personalized invoices, receipts, contracts, and agreements automatically from your business data. Mobile Message sends immediate SMS notifications to ensure your customers see those documents and can act without unnecessary delay.

Connecting Formstack with Mobile Message through Zapier creates automations that work hands-free behind the scenes. Whenever an event occurs in your business system, Formstack can generate a personalized document and Mobile Message automatically sends an SMS notification to your customer. This pattern applies whether it's an order confirmation, a payment reminder, a booking receipt, or a contract signature request. You configure the automation once in Zapier, and then it runs by itself every time the trigger occurs, delivering both the document and the timely notification your customer needs.

Categories:

Documents

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

Tip: If you're simply looking to send a message to all your contacts, you may not need an integration at all. Most platforms let you export your contacts — you can then import them into Mobile Message and send an SMS to everyone in just a few clicks.

What you can automate

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

When A customer completes a paid order in Shopify Shopify · New Paid Order

Then Formstack creates invoice and SMS confirms the order Mobile Message · Send SMS

Use this Zap

When An invoice becomes overdue in Xero Xero · Overdue Sales Invoice

Then Formstack generates reminder document and SMS sent 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 Formstack Documents supports on Zapier

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

Triggers 1

New Merged Document — Triggers when a merged/populated document is created.

Actions 5

Combine Files — Combine multiple files into a single PDF or DOCX.
Convert File to PDF — Converts a given file to a PDF.
Create Data Route Merge — Send data to your Data Route URL.
Create Document Merge — Send data to your Merge URL.
Extract Field Values From PDF — Extracts the field values from the given PDF file.

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.

Formstack Documents + SMS: common questions

Can I attach a PDF or Word document to an SMS message?

SMS is plain text only, so you cannot attach files. Instead, your Zap can include a link to the generated document in the SMS, or send a text with key details like invoice number, amount due, and payment deadline. Your customer can then access the full document online.

Can I use different document templates for different types of orders?

Yes. Formstack lets you create multiple merge templates, each designed for a specific document type like invoices, receipts, or contracts. In your Zap, you can select which template Formstack uses based on the trigger event, so each order receives the correct document type and matching SMS content.

What do I need to set up Formstack Documents with Mobile Message?

Create a Zap in Zapier that connects your Formstack and Mobile Message accounts. Select your Formstack merge template and the trigger that starts the automation. Then choose Send SMS as the Mobile Message action. Once saved, documents generate automatically and SMS confirmations send each time the trigger occurs.

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