Secure Doc Manager SMS Integration
Yes - Mobile Message does integrate with Secure Doc Manager!
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.
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.
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.
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 Number
Get a dedicated vitrual 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
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
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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Learn MoreReady 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!