PolyDoc SMS Integration

Yes — Mobile Message integrates with PolyDoc. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the PolyDoc integration

Generating a PDF receipt or an e-invoice is only half the job. Someone still has to let the customer know it exists, and that follow up gets missed when a document sits in a folder or an inbox nobody checks straight away. PolyDoc handles the document side, converting a URL or inline HTML into a PDF, capturing a screenshot of a web page, or producing a ZUGFeRD e-invoice with the underlying XML embedded inside a PDF a person can actually read.

Paired with Mobile Message through Zapier, that document creation step can trigger a text message the moment the file is ready. An overdue invoice in Xero can prompt PolyDoc to generate the e-invoice, then a text lets the customer know a reminder is on its way. A paid order can trigger a PDF receipt, followed by an SMS confirming it. The result is a paper trail that customers are actually told about, not one that waits for someone to remember to mention it.
Categories:

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect PolyDoc and Mobile Message through Zapier and these run on their own, with no code and no developer.

When An invoice becomes overdue in Xero Xero · Overdue Sales Invoice
Then Generate the e-invoice, then text a reminder Mobile Message · Send SMS
Use this Zap
When An order is paid in Shopify Shopify · New Paid Order
Then Create a PDF receipt and text the customer Mobile Message · Send SMS
Use this Zap
When Someone submits a Google Forms response Google Forms · New Form Response
Then Turn the response into a PDF and text them Mobile Message · Send SMS
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything PolyDoc supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Actions 3
  • Capture Screenshot — Captures a screenshot of a URL or inline HTML as PNG, JPEG, or WebP.
  • Create PDF — Converts a URL, inline HTML, or a saved template into a PDF.
  • Generate E-Invoice — Generates a ZUGFeRD or Factur-X hybrid PDF/A-3 e-invoice (a human-readable PDF with embedded EN 16931 XML).

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

PolyDoc + SMS: common questions

Can I send a text message when PolyDoc creates a PDF?

Yes. Add Mobile Message to the same Zap as PolyDoc's Create PDF action, starting from a trigger in another app such as a paid Shopify order. Once PolyDoc has built the PDF, Mobile Message sends the customer a text confirming it's ready.

Does PolyDoc send the e-invoice or screenshot inside the SMS?

No. PolyDoc creates the PDF, e-invoice or screenshot inside the Zap, and Mobile Message's part is a plain text message telling the customer it's ready or reminding them about it, rather than delivering the file itself.

How do I connect PolyDoc and Mobile Message without a developer?

Both are linked through Zapier, so you'll need an active PolyDoc account and a Mobile Message account. Build a Zap that starts with a trigger such as an overdue Xero invoice, add PolyDoc's document step, then add Mobile Message's Send SMS action, all without writing code.

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