You are reviewing a Reportei dashboard when a goal period ends without the target being achieved. That result may need a fast discussion, a revised plan, or a note to the client, yet the people responsible may not be looking at the dashboard. A Zapier workflow can send a Mobile Message SMS when the relevant Reportei event occurs.

Use New Goal Not Achieved to alert an account manager, or New Goal Achieved to share a positive result with a client team. New Report Created and New Dashboard Created can notify staff that a new reporting asset is ready, while Report Viewed can provide an operational alert when a report has been opened. Mobile Message’s Send SMS action suits a direct recipient, and Send SMS to List can involve a wider group.

Reportei also provides Create a Report, Create a Dashboard, and Add Milestone to Timeline. Mobile Message’s Inbound SMS Received trigger can start one of those actions when a text contains the information required for Reportei. Apply clear permissions and field checks so a casual message does not create an unintended report or milestone.

The connection is built in Zapier and remains event-based. It does not synchronise dashboards, reports, goals, or timelines between the services. Instead, it adds a practical SMS notification or a controlled action to the reporting process.

This can help marketing operators react to important results while keeping Reportei as the place for analysis. Choose only the events that genuinely need a mobile alert, so your team can focus on the messages that matter.