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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Firm360 with Mobile Message - no code necessary. See how you can get setup in minutes.

Select a trigger from Firm360

A trigger is an event that starts your Zap and runs the workflow. For example, with Firm360, a trigger could be "Client Added or Updated."
A trigger is the event that kicks off your automated workflow.

Setup an action from Mobile Message

An action is what takes place after the automation is triggered. For example, with Mobile Message, the action could be "Send SMS."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Firm360 to Mobile Message

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Firm360 to Mobile Message integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Firm360 and Mobile Message to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • Firm360 triggers, actions, and search
    Client Added or Updated

    Triggers when client is added or updated.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Number
    • Entity Type
      Required
    • Partner In Charge
      Required
    • Manager
    • Bookkeeper
    • Terms
      Required
    • Status
      Required
    • Tax ID
      Required
    • Tags
    • State Tax ID
    • Notes
    • Registration Date
    • Industry
    • Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Invoice Delivery Method
    • CapitalizationPolicy
    • Accounting Basis
    • Communication Preference
    • Delivery Method
    • Location
    • Parent Billing Client
    • Fiscal Year End
    • Referred By
    • Custom Fields
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Status
      Required
    Action
    Write
    • Number
    • Name
      Required
    Action
    Search
  • Firm360 triggers, actions, and search
    Project Updated

    Triggers when project is created or status is changed.

    Trigger
    Polling
    Try It
    • Client
      Required
    • Salutation
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Nickname
    • Title
    • Notes
    • Date of Birth
    • Email
      Required
    • Tax ID
      Required
    • Home Phone
    • Work Phone
    • Mobile Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • State Drivers License Numeber
    • State Drivers License Expiration
    • Contact Type
      Required
    • Primary Contact Flag
      Required
    • Spouse Contact Flag
      Required
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Recurring Type
      Required
    • Next Date
      Required
    Action
    Write
    • Email
      Required
    • Client
      Required
    Action
    Search
firm360 logo
firm360 logo
About Firm360
Firm360 is an all-in-one practice management system for accounting firms.
Related categories
Accounting
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mobile-message-ca21345 logo
About Mobile Message
Instantly send an SMS to any Australian mobile phone number, using your Mobile Message account.
Related categories
Phone & SMS

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