Secure Doc Manager SMS Integration

Yes — Mobile Message integrates with Secure Doc Manager. 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 Secure Doc Manager integration

A new document request is created in Secure Doc Manager, but the client may not see the request straight away. That event can trigger a Mobile Message SMS with a reminder to complete the required step. New Client can also create a Mobile Message contact, making it easier to keep the person available for future messages when their record is first added.

Bookkeepers, accountants, lawyers and loan brokers can use New Lead to send an immediate acknowledgement, or New Task to notify a client about an outstanding action. Update Client can add a person to a Mobile Message list when they become part of a defined communication group. These workflows run through Zapier, with Secure Doc Manager events starting Mobile Message actions. They are one-directional automations rather than a native two-way connection, so teams can choose which document or client moments deserve an SMS without manually retyping details.
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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 Secure Doc Manager and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A Secure Doc Manager request is created Secure Doc Manager · New Document Request
Then Text the client a document reminder Mobile Message · Send SMS
Use this Zap
When Instant A new Secure Doc Manager client appears Secure Doc Manager · New Client
Then Create the Mobile Message contact Mobile Message · Create Contact
Use this Zap
When Instant A new Secure Doc Manager lead arrives Secure Doc Manager · New Lead
Then Text a prompt acknowledgement Mobile Message · Send SMS
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 Secure Doc Manager supports on Zapier

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

Triggers 5
  • New Client — Triggers when a new client is created.
  • New Document Request — Triggers when a new document request is created.
  • New Lead — Triggers when a new lead is created.
  • New Task — Triggers when a new task is created.
  • Update Client — Triggers when a client is updated.

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.

Secure Doc Manager + SMS: common questions

Can Secure Doc Manager document requests send SMS reminders?

Yes. New Document Request can trigger Mobile Message Send SMS. The Zap can include the client’s mobile number and relevant request information so the reminder reaches the right person.

Can a new Secure Doc Manager client be added to Mobile Message?

Yes. Pair New Client with Mobile Message Create Contact. If the client should join a defined communication group, Add Contact to List is another suitable Mobile Message action.

How do I set up Secure Doc Manager SMS automation?

Use Zapier to choose a Secure Doc Manager trigger and a Mobile Message action, then connect both accounts and map the client fields. The setup requires no code. Test the Zap to confirm the request and recipient information.

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

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