A client has finished uploading their tax records, but your team still needs to check the request and tell them what happens next. With OkaySend and Mobile Message connected through Zapier, an approved field or a completed request can prompt a useful text while the details are fresh.

Use Client Created to welcome a new client with instructions, or use All Fields Completed to confirm that everything has arrived and explain the next step. Attachment Ready can also alert your team or customer when uploaded files are available for review. A separate Zap can use Field Rejected to send a correction request, helping avoid long email chases. Mobile Message can send an SMS, send an SMS to a list, create or update a contact, or add a contact to a list. This gives document-heavy businesses a practical way to keep clients informed without asking staff to monitor every OkaySend request manually.