A client opens your onboarding link, then pauses before finishing the form. Portico can tell your team when a form response is submitted, a document is signed, or an onboarding becomes overdue, so the next message does not depend on someone checking a dashboard.

Through Zapier, those Portico events can start Mobile Message actions. Send a helpful SMS when an onboarding is overdue, confirm that payment has been received, or acknowledge a completed onboarding while the details are still fresh. You can also use an onboarding started event to send practical instructions before a client loses momentum. The message can include information from the Portico record, such as the client’s name or a link your team provides. This suits accountants, consultants, agencies, and other service businesses that collect information before work begins. Portico remains the place for forms, signatures, documents, and payments, while Mobile Message handles the timely text that keeps the client informed.