Connect OnboardMe and Mobile Message to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New eForm Submitted" from OnboardMe.

Add your action

An action happens after the trigger—such as "Add Contact to List" in Mobile Message.

You’re connected!

Zapier seamlessly connects OnboardMe and Mobile Message, automating your workflow.

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.

New eForm Submitted
Triggers when an eForm submitted.
Trigger
Instant
Try It
- Template ID
  Required
- Client Key
  Required
- Send Email
  Required
Action
Write
- Client type
  Required
- Client Status
  Required
- Client Code
- Client Name / Company Name
  Required
- Middle Name
- Client Surname
- Client Initials
- Client Birth Date
- Place of Birth
- Client Email
  Required
- Client Telephone
- Client Mobile
- Client Tax Number
- Tax Number Not Required
- Client Sales Tax Number
- Client Company Number
- Client Identity Number
- Client Gender
- Client Note
Action
Write
- Client Name
  Required
- Client Email
  Required
- Client Mobile
  Required
- Include AML Check
- Skip Sending Verification Email
  Required
Action
Write
- Proposal Key
  Required
Action
Write

New SMS Delivery Status
Triggers when an SMS delivery status changes (delivered or failed).
Trigger
Instant
Try It
- Contact List
  Required
- Contact ID
- Phone Number
Action
Write

- Message ID
- Your Reference
Action
Write
- List Name
  Required
Action
Write
- Contact List
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Receiving Number (To)
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Contact ID
  Required
- Phone Number
- First Name
- Last Name
- Company
- Other
Action
Write
- Message ID
  Required
- Your Reference
Action
Search

New Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
Try It
- eForm Template ID
  Required
- Client Name
  Required
- Client Email
  Required
- Send Email
  Required
Action
Write
- Client Key
  Required
- Include AML Check
- Skip Sending Verification Email
  Required
Action
Write
- Entity Name
  Required
- Entity Type
  Required
- Email
- Mobile
- Lead Value
- Note Subject
- Note Text
Action
Write
- Name
- Middle Name
- Surname
- Email
- Last Updated
Action
Search
New Inbound SMS
Triggers when an inbound SMS is received.
Trigger
Instant
Try It
- Phone Number
  Required
Action
Write
- Phone Number
  Required
- First Name
- Last Name
- Company
- Other
Action
Write
- Contact ID
  Required
Action
Write
- Contact List
  Required
- Contact ID
- Phone Number
Action
Write
- Contact List
  Required
- New Name
  Required
Action
Write
- Contact List
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Phone Number
  Required
Action
Search

For AI agents & developers

Use OnboardMe and Mobile Message with AI agents and code

Beyond Zap workflows. Call OnboardMe and Mobile Message actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose OnboardMe and Mobile Message actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create EForm for Existing Client
Add Contact to List

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger OnboardMe and Mobile Message actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* onboardme / mobile-message-ca21345 action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect OnboardMe 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.

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.

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.

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.

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.

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.

Make work flow with AI

Level up your OnboardMe 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

About OnboardMe

OnboardMe is a Proposal and Onboarding platform designed for professional services firms to simplify the onboarding process.

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Related categories

Proposal & Invoice Management

About Mobile Message

Instantly send an SMS to any Australian mobile phone number, using your Mobile Message account.

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