Formstack Documents SMS Integration

Yes - Mobile Message does integrate with Formstack Documents!

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

Formstack Documents SMS Integration

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 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 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

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Easy-to-Use Integration

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

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Custom Sender IDs

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

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Real-Time Delivery Receipts

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

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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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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!