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.