Rally SMS Integration

Yes - Mobile Message does integrate with Rally!

If you manage a legal practice through Rally, you are used to juggling signature requests, client onboarding, and matter timelines. Connect Rally to Mobile Message via Zapier and keep your clients and team in sync with SMS notifications at every milestone.

When a new matter is initiated or a signature request is completed, send the client an SMS letting them know their next steps. Your team gets alerted when a new client signs up, so you can call them immediately or send a welcome text. SMS keeps clients informed and reduces support questions about where they stand in the process.

Zapier handles the plumbing between Rally and Mobile Message, leaving you free to focus on the legal work while your clients stay informed through every stage of their matter. Clients appreciate the transparency, and your team saves time because they are not fielding status calls. Every milestone becomes a chance to reinforce your value and strengthen client relationships.

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

Rally SMS Integration

What you can automate

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

When A new matter is created in Rally Rally · New Matter
Then Create the client as a contact in Mobile Message Mobile Message · Create Contact
Use this Zap
When A new client user is added Rally · New Client User
Then Text the new client a welcome message with next steps Mobile Message · Send SMS
Use this Zap
When Signature requests are completed Rally · New Signature Requests Completed
Then Text the client their signature completion notice Mobile Message · Send SMS
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

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

Everything Rally supports on Zapier

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

Triggers 5
  • Matter Initiated — Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
  • New Client User — Triggers when a new Client User is created.
  • New Matter — Triggers when a new Matter is created.
  • New Organization — Triggers when a new Organization is created.
  • New Signature Requests Completed — Triggers when there are recently completed signature requests.
Actions 1
  • Create Matter — Creates a new matter.

Everything Your Integration Needs

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Easy-to-Use Integration

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

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Custom Sender IDs

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

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Real-Time Delivery Receipts

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

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Inbound SMS Handling

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

Rally + SMS: common questions

Can I text a client when their matter is created?

Yes. When you create a new matter in Rally, your Zap sends the client an SMS confirming the matter is active and when they can expect next steps. This gives them confidence and sets expectations from day one.

Can I notify my team when a new client signs up through Rally?

Yes. When a new client user is created, your Zap can send an SMS to your team (e.g. your paralegal or partner) so they know immediately someone new has joined. This ensures faster follow-up and no clients slip through the cracks.

What do I need to get started?

You need a Rally account, a Mobile Message account with API access, and a Zapier account. Log in to Zapier, link your accounts, and build a Zap with a Rally trigger (e.g. 'new matter') and an SMS action. Zapier manages the connection, no coding required.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!