QuickFile SMS Integration

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

50 FREE SMS credits included when you sign up

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Mobile Message

About the QuickFile integration

A new invoice is created in QuickFile, but the payment reminder still depends on someone spotting it and following up. That manual chase can be replaced with a timely SMS through Zapier and Mobile Message. QuickFile can start an automation from New Invoice or New Client, so routine account events can lead to a clear customer message.

Use New Invoice to send a payment instruction, due-date reminder or confirmation to the relevant mobile number. New Client can support a welcome text when a client record is created. Mobile Message can send the SMS, create the recipient as a contact or add that person to a list for future communications. QuickFile continues to manage the accounting record, while the selected Mobile Message action handles the visible customer contact.

Set the recipient and message fields in Zapier, test with a controlled record, and choose the timing and wording that suit your process. The workflow reduces the chance that a simple follow-up is forgotten.
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 QuickFile and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A QuickFile invoice is created QuickFile · New Invoice
Then Text the client with invoice details Mobile Message · Send SMS
Use this Zap
When Instant A new QuickFile client is added QuickFile · New Client
Then Create the client in Mobile Message Mobile Message · Create Contact
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 QuickFile supports on Zapier

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

Triggers 2
  • New Client — Triggers when a new client record is created.
  • New Invoice — Triggers when a new invoice, estimate or recurring template is created.
Actions 3
  • Create Bank Entry — Creates an untagged entry in a bank account on QuickFile.
  • Create Client — Adds a new contact record to your QuickFile account.
  • Create Invoice — Creates a new invoice in your QuickFile account.

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.

QuickFile + SMS: common questions

Can QuickFile send an SMS for a new invoice?

Yes. New Invoice can trigger Mobile Message’s Send SMS action in Zapier. Use the invoice and client fields available from QuickFile to create a useful reminder.

Can a new QuickFile client become a Mobile Message contact?

Yes. Pair QuickFile’s New Client trigger with Mobile Message’s Create Contact action, then map the client’s name and mobile details.

How do I connect QuickFile and Mobile Message?

Choose QuickFile and Mobile Message in Zapier, authorise both accounts, and map the invoice or client fields. No coding is needed to activate the workflow.

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