A customer replies by SMS asking for a contract, and the request is sitting in the same conversation as several other messages. Rather than relying on someone to notice it and start the paperwork manually, you can use Zapier to pass an inbound Mobile Message event to TRATO. That gives your team a clear starting point for preparing the right document.

Pair Inbound SMS Received with TRATO's Create New Document action to create a document from a TRATO template when someone texts your business. The message can provide the information your Zap uses to select or populate the document, depending on your TRATO and Zapier setup. Mobile Message can also send an acknowledgement with Send SMS, but TRATO's available action is document creation rather than sending a reply. This connection is not a two-way contract sync or a native TRATO feature. It is a focused workflow for turning a customer text into a document record your team can review and complete.