iFactFind SMS Integration

Yes — Mobile Message integrates with iFactFind. 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 iFactFind integration

A financial adviser has just added a new client to iFactFind and needs the right person to know immediately. Rather than checking the fact find platform throughout the day, the adviser can use Zapier to pass that event to Mobile Message. A text can confirm that the client record is ready for review or alert a team member to begin the next task.

The iFactFind connection has one available event, New Client. It fires when a new client is added or an existing client is updated in iFactFind. Pair it with Mobile Message Send SMS for a direct alert, or Send SMS to List when several staff members should receive the notification. The message can include the client name, adviser details, and a suitable next step, subject to your privacy and consent practices. This keeps the team informed while the client information remains managed in iFactFind. It is a Zapier workflow rather than a native integration or a two-way client record sync.

Categories:

CRM (Customer Relationship Management)

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

When A client is added or updated in iFactFind iFactFind · New Client

Then Alert the responsible adviser by SMS Mobile Message · Send SMS

Use this Zap

When iFactFind records a new client iFactFind · New Client

Then Notify the advisory team by SMS Mobile Message · Send SMS to List

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 iFactFind supports on Zapier

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

Triggers 1

New Client — Triggers when a new client is added or an existing client is updated in iFactFind.

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.

iFactFind + SMS: common questions

Can I send an SMS when a client is added in iFactFind?

Yes. iFactFind New Client can start a Zap that uses Mobile Message Send SMS. The alert can include mapped client and adviser details for the team member who needs to act.

Does New Client also cover an updated iFactFind client?

Yes. The iFactFind trigger description includes both a new client being added and an existing client being updated. Either event can send an SMS or notify a Mobile Message list.

What is needed to connect iFactFind with Mobile Message?

Build the workflow in Zapier with active iFactFind and Mobile Message accounts. Choose New Client and the Mobile Message action, map the fields, and publish it without writing code.

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