A new client portal user appears in Sydnee, but your team still needs to notice the change and welcome that person promptly. A Zapier connection can turn a New Portal User event into a Mobile Message text, so the client receives useful next steps while the account is fresh. You can also respond when Sydnee creates a New Account or New Request Template.

This suits agencies and service teams that manage client work inside Sydnee and want SMS to sit alongside portal communication. Send a welcome text, explain where the client signs in, or remind them to look for a new request. Mobile Message can also Create Contact or Add Contact to List when a portal user is added, giving your team a record they can use for future campaigns. Each Zap runs in one direction, based on the event and action you choose, rather than maintaining a two-way sync.