A new sales invoice is created while your accounts team is moving between jobs, and the customer is left waiting for confirmation or payment information. Smarty Accounting can trigger a Zap when a new sales invoice, bill, estimate, item, or contact is created. Through Zapier, those events can start Mobile Message actions such as sending an SMS or creating a contact.

A new sales invoice can prompt a plain text notice that an invoice is ready. New Contact can create the person in Mobile Message so your messaging list is ready, while New Estimate can alert a customer or internal owner about the estimate. You can also use Mobile Message's Inbound SMS Received trigger with Smarty Accounting's Create Contact action when an incoming text contains the details needed for a new record.

Use the workflow that matches your process and the fields available in Smarty Accounting. The connection runs through Zapier, with one event starting one action. It does not create a general two-way account sync, so decide which system should hold each record and message.