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.