Socket SMS Integration

Yes - Mobile Message does integrate with Socket!

An accountant wins a proposal and needs the client to know what happens next. In a busy practice, the proposal may be approved in Socket while the team is still preparing engagement and billing work. A Zapier workflow can turn Socket’s proposal events into a Mobile Message SMS, so important status changes do not rely on a manual chase.

Proposal Won can send a congratulations or next-steps message. Proposal Start Date Confirmed can notify the client about the agreed commencement date, and Proposal Pending can remind the responsible team member that a response is still outstanding. Proposal Activated and Proposal Closed provide other practical points for a plain-text update. Mobile Message Send SMS is the direct customer-facing action.

This helps practices give clients clearer updates from the proposal process they already manage in Socket. You choose the event, recipient and wording in Zapier. The connection is not a native two-way integration. Socket starts the selected workflow, and Mobile Message sends the SMS configured for that event.
Categories:
Connect Now with Zapier SMS Pricing Start a Free Trial50 FREE SMS Credits

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Socket SMS Integration

What you can automate

Connect Socket and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A Socket proposal is won Socket · Proposal Won
Then Text the client the next steps Mobile Message · Send SMS
Use this Zap
When Instant A proposal start date is confirmed Socket · Proposal Start Date Confirmed
Then Text the client the agreed date Mobile Message · Send SMS
Use this Zap
When Instant A Socket proposal becomes active Socket · Proposal Activated
Then Text the client the activation update Mobile Message · Send SMS
Use this Zap
When Instant A proposal is awaiting client response Socket · Proposal Pending
Then Remind the responsible team member Mobile Message · Send SMS
Use this Zap
When Instant A client approves the proposal Socket · Proposal Won (Client Approved)
Then Create the client in Mobile Message Mobile Message · Create Contact
Use this Zap
1.6 cents SMS Service
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.

Direct Carrier SMS Delivery
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 SMS Number
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 Socket supports on Zapier

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

Triggers 19
  • Proposal Activated — Triggers when a proposal becomes active.
  • Proposal Adjustment Started — Triggers when a proposal adjustment is started.
  • Proposal Changes Requested — Triggers when a team member requests changes to a proposal (Pro Features only).
  • Proposal Closed — Triggers when a proposal is closed.
  • Proposal Created — Triggers when a new proposal is created.
  • Proposal Deleted — Triggers when a proposal is deleted.
  • Proposal in Review — Triggers when a proposal is moved to in-review status (Pro Features only).
  • Proposal Lost — Triggers when a proposal is marked as lost.
Show all 19 triggers
  • Proposal Pending — Triggers when a proposal is sent to a client and is awaiting their response.
  • Proposal Renewal Started — Triggers when a proposal renewal is started.
  • Proposal Resent — Triggers when a proposal is resent to the client.
  • Proposal Reverted to Draft — Triggers when a proposal is reverted to draft status.
  • Proposal Sending — Triggers when a proposal is being sent to the client. This is a short-lived status, and either goes to "pending" when sent successfully, or back to "draft" if not sent.
  • Proposal Start Date Confirmed — Triggers when a proposal start date is confirmed.
  • Proposal Status Changed — Triggers when an existing proposal changes status.
  • Proposal Superseded — Triggers when a proposal is superseded by another proposal.
  • Proposal Won — Triggers when a proposal is won.
  • Proposal Won (Client Approved) — Triggers when a proposal is won through client approval.
  • Proposal Won (Internally Approved) — Triggers when a proposal is won through internal approval.
Actions 2
  • Create Client — Creates a new client in Socket.
  • Create Lead — Creates a new lead with client and contact information.

Everything Your Integration Needs

feature-icon
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

feature-icon
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

feature-icon
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

feature-icon
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Socket + SMS: common questions

Can Socket text a client when a proposal is won?

Yes. Proposal Won or Proposal Won (Client Approved) can trigger Mobile Message Send SMS through Zapier. The text can confirm the outcome and explain the next step using the fields passed from Socket.

Can a confirmed Socket start date trigger an SMS?

Yes. Proposal Start Date Confirmed is available as a Socket trigger. Pair it with Send SMS to notify the client or team member of the agreed date in a plain-text message.

How do I connect Socket proposal events to Mobile Message?

Build the workflow in Zapier with Socket as the trigger and Mobile Message as the action, then authorise both services. No code is needed, but both accounts and access to the proposal fields are required.

Similar Integrations

Xero
Xero

Integrating Xero with Mobile Message can streamline communication for Australian businesses by automating invoice alerts and payment reminders via SMS...

Learn More
legodesk
legodesk

The Legodesk integration in Zapier can significantly enhance the operations of Australian law firms when paired with Mobile Message. By automating SMS...

Learn More
FYI
FYI

The FYI integration with Zapier can streamline how Australian businesses manage their documents and communications by allowing users to send SMS notif...

Learn More
Brex
Brex

Integrating Brex with Mobile Message can streamline financial communications for Australian businesses by sending automated SMS notifications regardin...

Learn More

Ready 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!

Start Messaging Now50 FREE SMS Credits