Upbooks SMS Integration

Yes — Mobile Message integrates with Upbooks. 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 Upbooks integration

Finance teams using Upbooks want new financial data to reach the right person before a payment, expense or ledger issue becomes a larger task. Checking collections manually can leave customers waiting and staff repeating work across systems. Through Zapier, Upbooks can pass New Data events to Mobile Message, allowing a text to be sent when a relevant collection receives new information.

The workflow can send a payment reminder, notify a finance team member or acknowledge a recorded transaction. Mobile Message can also create a contact from an Upbooks event, so a person who appears in a suitable collection is available for later messaging. If a customer replies, Inbound SMS Received can create a contact in Mobile Message, keeping the reply available in the messaging account. Choose the specific Upbooks collection and map only the fields needed for the text. The connection is handled through Zapier, while Upbooks remains the source of the financial record.

Categories:

Accounting

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

When New data appears in an Upbooks collection Upbooks · New Data

Then Text the relevant finance contact Mobile Message · Send SMS

Use this Zap

When A new Upbooks record becomes available Upbooks · New Data

Then Create the person in Mobile Message Mobile Message · Create Contact

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 Upbooks supports on Zapier

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

Triggers 1

New Data — Triggers when new data is available for any specific collection.

Actions 7

Add Employee — Adds a new employee in upbooks.
Create Couple Account Ledger Entry — Creates Couple Account Ledger Entry in Upbooks.
Create Expense — Adds a new expense to the system
Create Expense Category — Create Expense Category in Upbooks.
Create Single Account Ledger Entry — Creates a Single Account Ledger Entry in Upbooks.
Create User — Creates a User in the System
Record Outward Payment — Adds payment in the system.

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.

Upbooks + SMS: common questions

Can Upbooks send an SMS when new data appears?

Yes. Upbooks provides New Data as its Zapier trigger. Pair it with Mobile Message Send SMS and select the collection and fields that contain the recipient number and message information.

Can Upbooks records create Mobile Message contacts?

Yes. New Data can trigger Create Contact in Mobile Message. This is useful when a new financial record includes a person who should be added to your messaging account, subject to your contact permissions.

What do I need to connect Upbooks for finance alerts?

Choose Upbooks New Data and a Mobile Message action in Zapier, then test the collection fields. No custom development is needed, but active Upbooks and Mobile Message accounts must both be connected through Zapier.

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