An agency can receive a new order in Retainr while the client still waits for an invitation to the platform. If staff need to notice each order, copy client details and send an invite manually, useful work can sit in a queue. Retainr offers the New Order trigger and the Invite Client action, giving agencies a direct starting point for a customer notification workflow.

Through Zapier, a new Retainr order can trigger Mobile Message Send SMS. The text can confirm that the order was received, set an expectation for the next step or direct the client to contact the agency. The same order event can be used in a separate Zap to Invite Client in Retainr, so the platform invitation and SMS notice can be organised as distinct workflows.

This approach helps agencies acknowledge orders promptly while keeping order and support records in Retainr. It does not imply a shared database or two-way synchronisation. Each Zap responds to New Order and performs the Mobile Message action you select, with the message personalised from the available order fields.