Zocks SMS Integration
Yes - Mobile Message does integrate with Zocks!
Use Future Meeting to remind an adviser to prepare, Meeting Summary Created to alert a team member that notes are available, or Decision Made to prompt follow-up. Events such as Property Purchase, Retirement and Child Birth can also start an SMS that acknowledges the milestone or invites a planning conversation. Mobile Message can Send SMS, Send SMS to List, or Create Contact when a new person needs to be recorded. The connection is configured through Zapier, with one Zocks event leading to one selected Mobile Message action.
This can help advisers respond consistently without relying on memory or repeated checks. Sensitive client information should be handled carefully when writing message content, and the workflow should reflect your consent and communication policies. It remains a one-directional Zap rather than a two-way data sync.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Zocks 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 Zocks supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 27
- Business Start — Triggers when starting a new business affects income and risk, while also creating important planning opportunities around succession and exit strategy.
- Child Birth — Triggers when a child birth significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
- Children Starting College — Triggers when the the children of the client starting college can impact the household's life and financial planning.
- Decision Made — Triggers when a decision made during the meeting can prompt action from the advisor or the client.
- Divorce — Triggers when a divorce significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
- Family Member Health Issue — Triggers when a health issue of a family member can impact the client's life, creating the need for additional financial and insurance planning.
- Future Meeting — Triggers when a future meeting is discussed in the meeting.
- Health Issue — Triggers when a health issue can impact the client's life, creating the need for additional financial and insurance planning.
Show all 27 triggers
- Hobby — Triggers when a hobby of the client is detected, presenting the opportunity to build rapport with them.
- Inheritance — Triggers when an inheritance can materially impact a client's financial picture, creating the need to reassess goals, tax considerations, and long-term planning.
- Interest — Triggers when an interest of the client is detected, creating the opportunity to build rapport with them.
- Job Change — Triggers when changing jobs affects income, and serves as an important opportunity to reassess their financial plan.
- Marriage — Triggers when a marriage significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
- Meeting Finished — Triggers when a Meeting finished in Zocks.
- Meeting Prep Created — Triggers when a new Meeting Prep is created
- Meeting Summary Created — Triggers when a new Meeting Summary created in Zocks.
- Membership — Triggers when a (club, group, association, etc.) membership of the client is detected, creating the opportunity to build rapport with them.
- Moving — Triggers when the client moving creates the need to update their address and other personal data.
- Pet Detected — Triggers when a pet of the client is detected, creating the opportunity to build rapport with them based on this information.
- Property Purchase — Triggers when purchasing property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.
- Property Sale — Triggers when selling property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.
- Referral — Triggers when the client refers or plans to refer the financial advisor, creating the possibility to follow up on a potential new client.
- Religion Detected — Triggers when a religious affiliation of the client is detected, creating the opportunity to build rapport with them based on this information.
- Retirement — Triggers when the client's retirement can fundamentally impact their lives, creating the need for financial and tax planning.
- Task Created — Triggers when a new task is created in Zocks.
- Traveling — Triggers when the client traveling creates an opportunity to build rapport or send them personalized messages.
- Widowing — Triggers when a widowing significantly affects a client's household and serves as an important opportunity to reassess their financial plan.
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.
Zocks + SMS: common questions
Can Zocks text an adviser when meeting preparation is created?
Yes. Meeting Prep Created can trigger Mobile Message’s Send SMS action through Zapier. The SMS can remind the nominated adviser that preparation is available and include the relevant fields passed from Zocks.
Can a Zocks client milestone start an SMS?
Yes. Events such as Property Purchase, Retirement, Decision Made and Future Meeting can start separate Zaps. Pair the chosen event with Send SMS or Send SMS to List, depending on whether one adviser or a team should receive the alert.
How do I connect Zocks to Mobile Message without coding?
Create a Zap with Zocks as the trigger app and Mobile Message as the action app, then map the event fields into the SMS. Both accounts are required. Zapier provides the setup and testing steps, so no custom development is needed.
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!