StaffViz SMS Integration

Yes — Mobile Message integrates with StaffViz. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

StaffViz logo
Mobile Message

About the StaffViz integration

Workforce managers using StaffViz want clients and staff to know what has changed without waiting for a report or dashboard review. A new task, new client or new project can mark an important point in the workday. StaffViz also provides update events for tasks, projects and clients, giving teams several useful moments to send an SMS or create a record elsewhere.

Through Zapier, StaffViz can start Mobile Message actions such as Send SMS, Create Contact or Add Contact to List. A newly added client could receive a welcome text, while a manager could be alerted when a project or task changes. A client’s mobile details can also be added to Mobile Message when a new client event occurs, so the contact is ready for later messaging.

The connection is event driven rather than a general synchronisation. Each Zap watches one StaffViz event and performs one Mobile Message action. You can choose the fields, recipient and message for each workflow, helping your team create visible customer communication around the StaffViz activity that matters most.
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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 StaffViz and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A new StaffViz client is added StaffViz · New Client
Then Create the client in Mobile Message Mobile Message · Create Contact
Use this Zap
When A new StaffViz client is added StaffViz · New Client
Then Text the client a welcome message Mobile Message · Send SMS
Use this Zap
When A new StaffViz task is added StaffViz · New Task
Then Text the assigned contact with task details Mobile Message · Send SMS
Use this Zap
When A StaffViz client is updated StaffViz · Update Client
Then Update the Mobile Message contact Mobile Message · Update Contact
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 StaffViz supports on Zapier

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

Triggers 16
  • Delete Client — Triggers when a client deletes in StaffVizz
  • Delete Project — Triggers when a Project is deleted.
  • Delete Task — Triggers when a task is deleted from the system.
  • Get Clients — Get your client list
  • Get Managers — Get All Managers. This triggers is using in the Project Tigger.
  • Get Projects — Get Projects from the system
  • Get Tasks — Get Tasks from the system
  • Get Teams — Trigger will return all the teams
Show all 16 triggers
  • Get Users — Get All users of your company.
  • Get Viewers — Get Viewers from the system.
  • New Client — Triggers when a new Client is added.
  • New Project — Triggers when a new Project is created.
  • New Task — Triggers when a new task is added
  • Update Client — Whenever client updates, this will trigger.
  • Update Project — Triggers when a project is updated.
  • Update Task — Triggers when task is updated in the system.
Actions 2
  • New Client — Creates a Client in the system
  • Update Client — Update Client in StaffVizz

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.

StaffViz + SMS: common questions

Can StaffViz text a client when a new client is added?

Yes. New Client can trigger Mobile Message’s Send SMS action. Map the client’s mobile number and relevant StaffViz details into a welcome message or an internal notification.

Can StaffViz create Mobile Message contacts automatically?

Yes. Use StaffViz’s New Client trigger with Mobile Message’s Create Contact action. The Zap can pass the client information available in StaffViz into a contact record for future messages.

How do I set up StaffViz SMS workflows?

Build each workflow in Zapier by selecting a StaffViz event and a Mobile Message action. No code is required, but both your StaffViz and Mobile Message accounts must be connected before testing the Zap.

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