Send mobile messages or documents to customers automatically

When message requests and document links sit unprocessed, customers wait and staff resend items. You get reliable delivery of texts and PDFs so recipients receive materials within minutes.

Workflow preview:

Zap details:

Overview

Manual sending of messages and attachments ties up time and delays customer touchpoints; this flow turns incoming delivery requests into outbound sends so teams stop chasing files. Recipients receive required texts or PDFs within minutes, freeing reps to focus on revenue work.