Xledger SMS Integration

Yes - Mobile Message does integrate with Xledger!

An accountant is reviewing Xledger after a customer invoice has been reconciled and wants the relevant person to know immediately. Waiting for a manual email or report can leave a simple financial update sitting unseen. Xledger can start a Mobile Message workflow when a reconciled customer invoice reaches a zero remaining amount, or when a customer record is modified.

Through Zapier, Newly Reconciled Customer Invoices can trigger Send SMS, giving a finance or account team member a concise notification. Newly Modified Customers can create a Mobile Message contact, while a modified supplier or project can prompt an internal text when a timely operational response is useful. The message can include the reference and other fields supplied by Xledger.

This connection is designed for specific accounting events, not a wholesale transfer of Xledger data. You decide which records should cause a message and who should receive it. Mobile Message can also add a contact to a list, helping separate customers, suppliers or internal recipients where that structure supports your process.
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A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Xledger SMS Integration

What you can automate

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

When A customer invoice is fully reconciled Xledger · Newly Reconciled Customer Invoices
Then Text the finance team Mobile Message · Send SMS
Use this Zap
When An Xledger customer is modified Xledger · Newly Modified Customers
Then Create the customer contact Mobile Message · Create Contact
Use this Zap
When An Xledger supplier is modified Xledger · Newly Modified Suppliers
Then Add the supplier to a list Mobile Message · Add Contact to List
Use this Zap
1.6 cents SMS Service
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.

Direct Carrier SMS Delivery
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 SMS Number
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 Xledger supports on Zapier

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

Triggers 10
  • Newly Modified AP Transactions. — Triggers when an AP transaction is modified.
  • Newly Modified AR Transactions. — Triggers when an AR transaction is modified.
  • Newly Modified Customers — Triggers when a customer is modified.
  • Newly Modified Donors — Triggers when a donor is modified.
  • Newly Modified Journal Entries — Triggers when a journal entry is modified.
  • Newly Modified Projects — Triggers when a project is modified.
  • Newly Modified Purchase Orders — Triggers when a purchase order is modified.
  • Newly Modified Suppliers — Triggers when a supplier is modified.
Show all 10 triggers
  • Newly Modified Timesheets — Triggers when a timesheet is modified.
  • Newly Reconciled Customer Invoices — Triggers when a customer invoice is reconciled and its remaining amount is zero.
Actions 18
  • Create Donation Deposit — Creates a donation deposit along with one row of details.
  • Create Double Entry GL Item — Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.
  • Create Employee — Creates an employee in Xledger. This include user, contact and supplier creation. The new employee and user will have the employee role by default.
  • Create Expense Detail — Creates an expense detail line.
  • Create GL Import Item — Creates a GL import item.
  • Create Invoice Base Line — Creates an invoice line in the invoice base.
  • Create or Update a Project — Creates a new project, if the code is already used in Xledger, the existing project is updated instead.
  • Create or Update Company and Customer — Creates a new company and customer, if the code is already used in Xledger, the existing company or customer is updated instead. This action allows to link multiple customers to one company.
Show all 18 actions
  • Create or Update Customer — Creates a new customer, if the code is already used in Xledger, the existing customer is updated instead.
  • Create or Update Donor — Creates a new donor, if the code is already used in Xledger, the existing donor is updated instead.
  • Create or Update Supplier — Creates a new supplier, if the code is already used in Xledger, the existing supplier is updated instead.
  • Create Purchase Order Detail — Creates a purchase order detail, i.e a purchase order line.
  • Create Purchase Order Header — Creates a purchase order header, use this before creating PO details.
  • Create Sales Order Detail — Creates a sales order detail i.e a sales order line.
  • Create Sales Order Header — Creates a sales order header, use this before creating SO details.
  • Create Timesheet Entry — Creates a timesheet entry.
  • Get Supplier by Code — Return a supplier's dbId and bankAccount from its code
  • Update Purchase Order Status — Updates the PO status to transferred.

Everything Your Integration Needs

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Easy-to-Use Integration

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

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Custom Sender IDs

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

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Real-Time Delivery Receipts

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

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Inbound SMS Handling

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

Xledger + SMS: common questions

Can Xledger send an SMS when an invoice is reconciled?

Yes. Newly Reconciled Customer Invoices can trigger Mobile Message's Send SMS action. This can notify a nominated finance or account team member when the remaining invoice amount reaches zero.

Can modified Xledger customers be added to Mobile Message?

Yes. Newly Modified Customers can trigger Create Contact, and the contact can also be added to a suitable list. The fields available from Xledger are mapped in the Zap.

How do I connect Xledger accounting events to SMS?

Build the workflow in Zapier by choosing an Xledger trigger and Mobile Message action, then test the mapped accounting fields. You need accounts for both services, while the setup needs no code.

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