A consulting or engineering project manager is reviewing the day’s work when an offer is signed, a task is completed, or a project status changes in SUNAGO Matrix. Important updates can sit unnoticed until the next system review, delaying a client message or the next internal handover. A Zapier connection can send a plain-text SMS through Mobile Message at the moment the selected event occurs.

Offer Signed can alert the project lead that commercial approval is complete. New Project can notify a delivery team when work begins, while Task Completed can send a progress update to a stakeholder. New Lead and New Contact can also trigger contact creation or list membership in Mobile Message. Use Send SMS for a direct alert, Send SMS to List for a wider team, Create Contact for a new person, or Add Contact to List for targeted follow-up. Mobile Message Inbound SMS Received can start SUNAGO Matrix Create Task when a customer text should become an internal task. Each Zap runs in one direction and does not synchronise project records, deals, or statuses between the two systems.