TemplateFox SMS Integration

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

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✓ 50 FREE SMS credits included when you sign up

About the TemplateFox integration

An order comes through and a customer is waiting on a receipt, or a quote is due to go out the same afternoon, but building that document by hand between other jobs means it does not always go out promptly, and the customer is left refreshing their inbox instead of getting on with their day.

TemplateFox generates a PDF from a template and whatever dynamic data feeds into it, filling in the details automatically instead of someone typing them out one field at a time between other tasks. Paired with Mobile Message through Zapier, that generate PDF step can sit ahead of a text, so once an order or an overdue invoice triggers the Zap and the document is produced, Mobile Message can send the customer a text letting them know it is ready, without anyone stopping what they are doing to write one out by hand, and the customer gets an answer well before they think to chase it up themselves.

Categories:

Content & Files

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

Tip: If you're simply looking to send a message to all your contacts, you may not need an integration at all. Most platforms let you export your contacts — you can then import them into Mobile Message and send an SMS to everyone in just a few clicks.

What you can automate

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

When An invoice becomes overdue in Xero Xero · Overdue Sales Invoice

Then Generate a statement and text a payment reminder Mobile Message · Send SMS

Use this Zap

When A customer pays for an order in Shopify Shopify · New Paid Order

Then Generate a receipt and text order confirmation Mobile Message · Send SMS

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 TemplateFox supports on Zapier

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

Actions 1

Generate PDF — Generate a PDF from a template with your data

Everything Your Integration Needs

Easy-to-Use Integration

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

Custom Sender IDs

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

Real-Time Delivery Receipts

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

Inbound SMS Handling

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

TemplateFox + SMS: common questions

Can TemplateFox generate a receipt automatically after an order is paid?

Yes. A Zap can watch for a paid order and use TemplateFox to generate a PDF from a template with the order details filled in, then hand off to Mobile Message to text the customer letting them know it is ready.

Can I text a customer once TemplateFox has generated their invoice?

Yes. Once the generate PDF action produces the document, the same Zap can move on to a Mobile Message step and send the customer a text, so they are notified without anyone checking the template manually.

What do I need to connect TemplateFox and Mobile Message?

You need a TemplateFox account and a Mobile Message account, both linked inside Zapier, and no coding is required. Build a Zap that starts from an order or invoice event, generates the PDF, then finishes with a Mobile Message text step.

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