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Mobile Integration
Zynk's Mobile integration adds text messaging to your automated workflows. Its Send SMS task can text a customer, an engineer or your own team using data from Shopify, Sage, Shiptheory or any other connected system. Typical uses include order confirmations, despatch notices with tracking, payment reminders and alerts when a workflow needs attention.
Capabilities may differ depending on the product.
Benefits
Why businesses connect Mobile
Texts triggered by real events
Messages go out when something actually happens in a connected system, such as a new order, a booked shipment or an invoice falling due. Nobody has to watch a screen and send texts by hand.
Despatch updates customers notice
Pair Send SMS with an export from your shipping platform and customers get a text with their tracking reference as soon as the parcel is booked, which means fewer calls asking where an order has got to.
Alerts for your own team
Text a manager when a workflow fails, when stock runs low or when a large order lands. SMS reaches people who are away from their desk and not watching their inbox.
Individuals or groups
Each message can go to a single mobile number taken from the record, or to a named contact group held in your SMS account, so one task covers customer notices and team broadcasts alike.
Safe to test
A test mode runs the workflow end to end without spending SMS credits. You can check wording, numbers and timing against real data before any customer receives a message.
Capabilities
What you can do with Mobile
Every task the Zynk Mobile connector can run, grouped by the direction data moves.
Actions in Mobile
Tasks Zynk can automate in Mobile
1 task
- Send SMS → in Mobile
Need something that isn't listed?
Most Mobile projects include at least one custom step. Our team builds it for you.
The problem
Why integrate Mobile?
Customers expect to hear about their orders, deliveries and appointments, and staff need to know when something breaks. When the data sits in a web store, an accounts package or a shipping platform, sending those texts means someone copying numbers and typing messages, and that rarely happens on time.
Without integration
- Customers phoning to ask whether their order has shipped
- Payment reminders sent late, or not at all, when the team is busy
- Failed overnight integrations discovered the next morning
- Mobile numbers copied from one system into a separate texting tool
With Zynk
- A despatch text with tracking goes out when the shipment is booked
- Reminder texts go out on a schedule using invoice data from the ledger
- The person on call gets a text as soon as a workflow reports an error
- Numbers and message details come straight from the source record
How it works
How the Mobile integration works
Step 1: Add your SMS account
Enter the username and password for your SMS gateway account in the Send SMS task, along with the sender number. Each message uses credits bought from that provider.
Step 2: Pick the trigger
Choose the records that should produce a text, such as new orders from Shopify, shipments from Shiptheory or invoices from Sage 50, and loop through them one at a time.
Step 3: Write the message
Build each text from fields in the record, such as the customer's first name, order number and tracking reference, so every message is specific to the person receiving it.
Step 4: Test, then schedule
Run in test mode to check the output without using credits, then schedule the workflow or start it from another process. The task keeps the result of the last message sent for checking.
Integrations
What can you connect to Mobile?
Mobile and Shopify
Text customers when their Shopify order is received, using the phone number and order details exported from the store a few minutes after checkout.
Mobile and Shiptheory
Send a despatch text with the tracking reference as soon as Shiptheory books a shipment, so customers know their parcel is on its way and when to expect it.
Mobile and Sage 50 UK
Use invoice data exported from Sage 50 to send payment reminders to customers whose invoices are due, without the credit controller typing each message.
Mobile and My Mobile Workers
Let customers know an engineer's visit is booked by texting the details of jobs exported from My Mobile Workers, including the reference they should quote.
Mobile integration FAQs
Can Zynk send text messages for Shopify or WooCommerce orders?
Do I need an SMS provider account?
Can I test SMS workflows without sending real messages?
Can I text a group of people at once?
Can Zynk text me when an integration fails?
Can customers reply to the texts?
What information can go into an automated text?
See what Zynk can automate for your Mobile setup
Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.
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