A prospect accesses a sales document just as your team is preparing for the next meeting. Tilkee can pass that activity to Mobile Message through Zapier, so a salesperson can receive an SMS while the interest is fresh. A New Contact Accessed Your Document event can alert the owner, while Document Has Been Signed can trigger a message confirming that the signing event occurred.

Tilkee tracks how contacts read documents and supports projects, access links and document components. Its New Connexion trigger can also send a Mobile Message notification when a new connection is made on a project. The available Tilkee actions include Create Project, Add Components, Create Item and Update Project, so an inbound SMS can start a change in Tilkee when the incoming details are suitable for the selected action.

This is useful for sales and account teams that need prompt awareness of document activity. Each workflow is deliberately one-directional. Zapier passes the selected event or fields between the applications, but the connection does not provide native synchronisation or a shared live record. Keep SMS wording concise and include only the information the recipient needs.