QuoteCloud SMS Integration

Yes — Mobile Message integrates with QuoteCloud. 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 QuoteCloud integration

A proposal has changed status and the sales team needs the customer to know what happens next. QuoteCloud’s Document Status Changed trigger can start a Zap that sends an SMS through Mobile Message, reducing the manual chase around approvals, declines, or other defined document stages. The message can point the recipient towards the next action using the information supplied by QuoteCloud.

QuoteCloud also has actions for creating a document, creating a product, updating a document status, and creating a new contact. An inbound SMS can start one of those actions when the incoming message contains the required proposal or contact details. Mobile Message can send SMS, create or update contacts, add contacts to lists, and manage unsubscribe records. A practical workflow can therefore alert a customer when a proposal status changes, or create a QuoteCloud contact after a text arrives from a new prospect. These are distinct, one-directional Zapier workflows. The apps do not provide an automatic two-way sync, and the fields available in your QuoteCloud account determine what can be mapped.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

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

When Instant A QuoteCloud document status changes QuoteCloud · Document Status Changed
Then Text the recipient about the proposal Mobile Message · Send SMS
Use this Zap
When A prospect texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Create the prospect in QuoteCloud QuoteCloud · Create New Contact
Use this Zap
When A recipient texts a proposal instruction Mobile Message · Inbound SMS Received
Then Update the QuoteCloud document status QuoteCloud · Update Document Status
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 QuoteCloud supports on Zapier

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

Triggers 1
  • Document Status Changed — This triggers when a document with specified status has changed within your account
Actions 4
  • Create Document — Creates a document with user details and proposal template and pricing information all potentially supplied.
  • Create New Contact — Adds a new contact into the QuoteCloud contacts address book
  • Create Product — Adds or updates a product in the QuoteCloud product catalog
  • Update Document Status — Update the status of a document

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.

QuoteCloud + SMS: common questions

Can QuoteCloud send an SMS when a proposal status changes?

Yes. Document Status Changed can trigger Mobile Message’s Send SMS action. Configure the Zap for the relevant status and map the recipient and proposal details into a concise message.

Can an SMS create a QuoteCloud contact?

Yes. Mobile Message’s Inbound SMS Received trigger can run QuoteCloud’s Create New Contact action. The Zap must receive the contact information required by QuoteCloud from the text or mapped data.

How do I set up QuoteCloud proposal SMS alerts?

Build the workflow in Zapier and connect both QuoteCloud and Mobile Message accounts. No code is required. Select the document event, map the proposal and recipient fields, test the SMS, and publish the Zap.

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