Yoobi SMS Integration

Yes - Mobile Message does integrate with Yoobi!

Your Yoobi system is full of activity, new projects starting, invoices waiting for payment, employees and contacts being updated, sales being made, but much of that activity stays buried in the software. Your customers don't know an invoice was sent unless you email them. Your team doesn't know a project changed unless they check Yoobi. That's friction, and friction causes missed deadlines and late payments.

Texting key updates, a new invoice is ready, a project milestone changed, a customer record updated, keeps everyone aligned without them needing to log in or dig through email. The moment a critical event happens in Yoobi, an SMS makes sure the right person knows. Your team responds faster, customers get their information promptly, and your whole operation feels more connected.

The result is faster payment collection, fewer missed deadlines, and a team that stays coordinated without constant system checking. SMS keeps everyone in the loop the moment something changes.
Categories:

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Yoobi SMS Integration

What you can automate

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

When A new invoice is created in Yoobi Yoobi · New Invoice
Then Text the customer to let them know an invoice is ready Mobile Message · Send SMS
Use this Zap
When A new project is created Yoobi · New Project
Then Notify the project team or client that work is starting Mobile Message · Send SMS
Use this Zap
When A new sale is logged in Yoobi Yoobi · New CRM Sale
Then Add the customer to your Mobile Message contact list Mobile Message · Create Contact
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 Yoobi supports on Zapier

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

Triggers 11
  • Changed Contacts — Triggers when a Contact(s) record is recently changed
  • Changed Employees — Triggers when a Employee record is recently changed
  • Changed Relations — Triggers when a relation record has changed
  • New Contact — Triggers when a new contact is created.
  • New CRM Sale — Triggers when a new CRM sale record is created
  • New Customer — Triggers when a new customer is created.
  • New Department — Triggers when a new department is created.
  • New Employee — Triggers when a new employee is created.
Show all 11 triggers
  • New Invoice — Triggers when a new invoice is created. This trigger only triggers for invoices for the current year. So if triggered on 1 Feb 2023, the invoices of 2023 will be reviewed. Month is optional.
  • New Project — Triggers when a new project is created.
  • New Relation — Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Actions 13
  • Create CRM Sale — Create a New CRM Sale record
  • Create CRM Task — Creates a CRM Task
  • Create Customer — Creates a new Customer.
  • Create Dossier File — Creates a dossier file in Yoobi
  • Create Employee — Creates an Employee
  • Create Project — Creates a Project
  • Create Registration (Timetracking) — Create a New Timetracking record in your Yoobi Timesheet (attn: overwrites current records)
  • Find Registration (Timetracking) — Find all registrations in Yoobi for a user
Show all 13 actions
  • Generate Invoices — Generate Invoices for specific period
  • Get All Projects — Get a list op projects
  • Send Invoices — send generated invoices directly
  • Update Invoice Payment Status — Updates the status of an invoice
  • Update Project — Update Existing Project

Everything Your Integration Needs

feature-icon
Easy-to-Use Integration

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

feature-icon
Custom Sender IDs

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

feature-icon
Real-Time Delivery Receipts

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

feature-icon
Inbound SMS Handling

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

Yoobi + SMS: common questions

Can I send an SMS when a new invoice is created in Yoobi?

Yes. When you generate an invoice, you can trigger an SMS to the customer. This prompts faster payment and shows responsiveness, especially important if the invoice went to email where it might be missed.

Can I notify my team when a new project is created?

Yes. When a project kicks off in Yoobi, you can send SMS to the project team, client, or both. This keeps everyone aware and ready to mobilise, rather than waiting for them to check the system.

How do I connect Yoobi to Mobile Message for event notifications?

Create a Zap in Zapier and choose your trigger from Yoobi (New Invoice, New Project, etc.). Then pick Send SMS from Mobile Message, map the details, and Zapier will send texts whenever those events happen.

Similar Integrations

Maidily
Maidily

Integrating Maidily with Mobile Message allows cleaning businesses in Australia to streamline their communication with clients, enhancing appointment ...

Learn More
Lark
Lark

Integrating Mobile Message with Lark can enhance team collaboration by ensuring that important updates and reminders are sent via SMS directly to team...

Learn More
Onoff Business
Onoff Business

Integrating the Onoff Business service with Mobile Message allows Australian businesses to streamline their communication by sending SMS directly from...

Learn More
Zapier Chrome extension
Zapier Chrome extension

The Zapier Chrome extension can significantly enhance SMS communications through Mobile Message by allowing users to easily trigger workflows directly...

Learn More

Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!