A home service office can receive a new lead in Markate while the customer is still waiting for a response. Markate’s New Lead trigger can send a Mobile Message SMS through Zapier, giving the customer an acknowledgement or alerting the salesperson before the opportunity goes cold.

Work Order Scheduled can text appointment details, while Work Order Completed can confirm that service has finished. New Invoice and New Estimate can also support payment or approval reminders, and New Customer can create a Mobile Message contact. Markate offers Create Lead and Create Customer actions, but the most visible flows begin with Markate records and finish with a message or contact in Mobile Message. Keep every SMS in plain text, and map the customer’s mobile number, job information, appointment time and next step into the message. Zapier passes each selected Markate event to one Mobile Message action. It does not synchronise customers, invoices or work orders between the platforms. Choose filters carefully so routine status changes do not produce unwanted texts, then test each path with representative job data before activating the Zap.