Agency owners and delivery teams use Lifted Work to keep tasks, clients and correspondence in one working view. Mobile Message can add a visible customer touchpoint when important work changes, so clients and staff are not left waiting for a manual update.

Through Zapier, a New Client event can trigger Mobile Message’s Create Contact action, while a completed task can trigger Send SMS with a progress or completion notice. You can also use Mobile Message’s Inbound SMS Received trigger to create a correspondence item in Lifted Work, giving your team a record of a customer’s reply. These workflows suit agencies managing many projects, deadlines and client conversations. Each automation runs from one trigger to one action, rather than keeping records synchronised. Choose the events that matter most, personalise the message fields in Zapier and let the resulting contact, correspondence or SMS appear where your team needs it. This connection helps turn routine agency milestones into timely communication.