A stack of renewal notices needs to go out today, each one personalised with a different name, amount and due date, and normally that means running the mail merge, checking every document, then separately letting each customer know their notice is on the way.

Connect MailMergic to Mobile Message through Zapier and that second step happens on its own. An overdue invoice in Xero, a paid order in Shopify, or a new booking in Calendly can trigger MailMergic to run a mail merge and produce the personalised document, and Mobile Message sends the text once it's ready. Where the job needs an email as well, MailMergic can merge the document and send that email in one step, with the text going out from Mobile Message at the same time, so the customer hears about it twice, once by email and once by SMS.

For anyone sending renewal notices, invoices or booking confirmations in batches, this closes the gap between the document being generated and the customer actually knowing about it. The merge happens the moment the trigger fires, and the text follows straight after, so nobody has to remember to send a separate message once the paperwork is done.