FYI SMS Integration

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

Start a Free Trial Connect Now with Zapier

✓ 50 FREE SMS credits included when you sign up

FYI logo
Mobile Message

About the FYI integration

Document management in FYI keeps your files, clients, and projects organised in one place, but communicating with clients about documents, tasks, and job updates still happens across multiple channels. You create tasks, notes, and documents daily, yet reaching out about important changes requires context switching and manual effort. Clients miss updates because they're not watching FYI, and important conversations happen elsewhere.

Mobile Message connects to FYI through Zapier so key events automatically trigger SMS notifications. When a document is created, you can text relevant people straight away. When a task is created or updated, stakeholders get an SMS notification without checking FYI. Notes and job updates can flow to customers by text, keeping them informed the moment something changes. This keeps your FYI workflow intact while ensuring the right people know about important updates instantly.

The result is better client communication without extra steps. Everyone stays in the loop, nothing falls through cracks, and you don't have to chase people manually.
Categories:

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

What you can automate

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

When A client sends you an SMS request Mobile Message · Inbound SMS Received
Then Create a new document in FYI FYI · Create Document
Use this Zap
When A task request comes in by SMS Mobile Message · Inbound SMS Received
Then Create or update that task in FYI FYI · Create or Update Task
Use this Zap
When A client texts a note or update Mobile Message · Inbound SMS Received
Then Add it as a file note in FYI FYI · Create File Note
Use this Zap
When New client contact details arrive by SMS Mobile Message · Inbound SMS Received
Then Create or update their record in FYI FYI · Create or Update Client
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 FYI supports on Zapier

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

Actions 7
  • Create Document — Create a Document.
  • Create File Note — Create a File Note.
  • Create or Update Client — Create or Update a Client in FYI.
  • Create or Update Client Group — Create or Update a Group for Clients in FYI.
  • Create or Update Job — Create or Update a Job in FYI.
  • Create or Update Task — Create or Update a Task in FYI.
  • Create Web Link — Create a Web Link.

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.

FYI + SMS: common questions

Can I create documents in FYI when clients text me?

Yes. When a client sends an SMS with a request, you can use Zapier to automatically create a document in FYI. This captures client communication without manual data entry and keeps everything in one organised place.

Can I turn SMS messages into tasks in FYI?

Yes. Incoming SMS messages can trigger the creation or update of tasks in FYI. This way, client requests that come through text automatically become action items in your FYI workflow without extra steps.

How do I connect FYI to Mobile Message for SMS automation?

Connect your FYI and Mobile Message accounts to Zapier, then create a Zap using a Mobile Message trigger and a FYI action. You need both accounts set up, and Zapier handles the technical work without any code.

Similar Integrations

Xero
Xero

Integrating Xero with Mobile Message can streamline communication for Australian businesses by automating invoice alerts and payment reminders via SMS...

Learn More
legodesk
legodesk

The Legodesk integration in Zapier can significantly enhance the operations of Australian law firms when paired with Mobile Message. By automating SMS...

Learn More
Brex
Brex

Integrating Brex with Mobile Message can streamline financial communications for Australian businesses by sending automated SMS notifications regardin...

Learn More
Novo
Novo

Using the Novo integration with Mobile Message can streamline communication for small businesses in Australia. By connecting banking functionalities w...

Learn More

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!

Start Messaging Now