WorkflowMax SMS Integration
Yes - Mobile Message does integrate with WorkflowMax!
New Invoice Created can send a payment or invoice notification, while New Quote Issued can text a client that a quote is ready. Job Task Completed can notify a supervisor, and New Client Created can create a contact in Mobile Message. If an authorised person texts a structured request, Inbound SMS Received can trigger Create Job, Create Client, or another suitable WorkflowMax action. These are individual one-way Zaps, not a shared project database.
Use the event fields to personalise messages with job numbers, quote references, invoice details, and client names. Filters can limit notifications to selected statuses or teams, keeping routine project work visible without sending every internal change to a customer.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect WorkflowMax and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything WorkflowMax supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 24
- Job Category Created — Triggers when a job category is created in job settings.
- Job Cost Added — Triggers when a cost is added to a job.
- Job Document Added — Triggers when a document is added to a job.
- Job Task Added — Triggers when a task is added to a job.
- Job Task Completed — Triggers when a job task is completed.
- Job Task Updated — Triggers when a job task is updated.
- Job Updated — Triggers when a job is updated.
- List Job Tasks — Triggers when job tasks are retrieved.
Show all 24 triggers
- New Client Created — Triggers when a new client is created.
- New Cost Created — Triggers when a new cost is created in organisation settings.
- New Custom Field Created — Triggers when a new custom field is added.
- New Invoice Created — Triggers when a new invoice is created.
- New Job Created — Triggers when a new job is created.
- New Job Status — Triggers when a new job status is created in organisation settings.
- New Lead — Triggers when a new lead is created.
- New or Updated Quote — Triggers when a new quote is created, or when an existing quote’s status changes to the selected value (draft, issued, declined, accepted, or revised).
- New PO Bill Created — Triggers when a new purchase order bill is created.
- New PO Stock Receipt Created — Triggers when a new purchase order stock receipt is created.
- New Purchase Order Created — Triggers when a new purchase order is created.
- New Quote Accepted — Triggers when a quote is accepted.
- New Quote Issued — Triggers when a quote is issued.
- New Supplier Created — Triggers when a new supplier is created.
- New Task Created — Triggers when a new task is created in organisation settings.
- New Timesheet Created — Triggers when a new timesheet is created.
Actions 9
- Create Client — Creates a new client.
- Create Cost Admin — Creates a cost in cost admin.
- Create Job — Creates a new job.
- Create Job Cost — Creates a cost on a job using either the job number or the job uuid.
- Create Job Task — Creates a task on a job using either the job number or the job uuid.
- Create Lead — Creates a new lead.
- Create Purchase Order — Creates a new purchase order.
- Create Task Admin — Creates a task in task admin.
Show all 9 actions
- Create Timesheet — Creates a timesheet entry for a staff member and task.
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.
WorkflowMax + SMS: common questions
Can WorkflowMax text clients when an invoice is created?
Yes. New Invoice Created can trigger Mobile Message Send SMS. Map the client’s mobile number and invoice details into a notification that explains what has been issued and what happens next.
Can a new WorkflowMax quote send an SMS?
Yes. New Quote Issued can start a Zap that sends a Mobile Message text. Add the quote reference, client name, and any available review information to make the update useful.
How do I set up WorkflowMax SMS automations?
Choose a WorkflowMax trigger or Mobile Message inbound trigger in Zapier, then add the action required for the workflow. No coding is needed. Both service accounts and a Zapier account are required.
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