A new case can arrive while a team is still handling other intake conversations. SimplyConvert helps qualify cases through an AI chatbot, and its SimplyConvert Event can tell the right people that something has happened inside the intake process. A timely SMS can prevent a promising case from waiting unnoticed.

Through Zapier, SimplyConvert can start Mobile Message Send SMS using the event information available from the case. You might alert a staff member to review a qualified case or send a prospective client a short next-step message. SimplyConvert also provides Create Case and Add Document actions, while Mobile Message can start a Zap from an Inbound SMS Received event. Those available actions allow incoming texts to create cases or add documents when the required case information is supplied.

Choose the direction that matches your intake process. The connection is managed in Zapier, so SimplyConvert remains the place for case qualification and Mobile Message handles the SMS communication.