When a customer reference needs checking, finance staff can spend time searching KashFlow before they take the next step. IRIS KashFlow provides triggers for Get Invoice List and Get Customer List, allowing a Zap to react when a user searches for an invoice number, customer reference, customer code or customer name. Those events can become useful prompts for a customer-facing SMS workflow.

A search event can start Mobile Message's Send SMS action, send an SMS to a list, or create and update contact records. For example, staff could text a customer after locating an invoice, or save a mobile number in Mobile Message when a customer record is found. Mobile Message can also add a contact to a list or record an unsubscribe request, giving your team practical follow-up options around accounting work.

This connection runs through Zapier rather than being a native KashFlow feature. Both services remain separate, and you decide which KashFlow search event starts the Zap, which Mobile Message action follows, and what customer information is mapped into each field. The supplied KashFlow actions can also create invoices or add payments, but a Mobile Message trigger cannot start those actions because KashFlow's available actions are not designed for an SMS response.