A signed proposal can change the customer relationship in an instant. The customer expects a clear next step, while the team needs the win recorded and the right people informed. Proposify events such as Document Signed and Document Won can now start practical SMS workflows through Zapier and Mobile Message.

Use Document Sent to remind a client that a proposal is ready, Document Viewed to alert a salesperson that interest has been shown, or Document Signed to send a welcome message. Create Contact can save the client in Mobile Message, and Add Contact to List can place new customers into an onboarding group. Document Lost can also trigger a discreet internal notification, helping the team review the opportunity without sending an unsuitable customer message. The available Proposify actions, including Create Contact, Create Document and Create Company, can be triggered by an inbound Mobile Message text where that result genuinely fits your process. Each Zap has one trigger and one action, so this is not a synchronised connection. Use field mapping and filters to make each message relevant.