FYI Mobile Message

FYI + Mobile Message Integrations, Built by an AI Agent

Put FYI + Mobile Message to work with AI and enterprise-grade automation

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See the kind of workflows teams build with FYI and Mobile Message below — describe the exact one you want above and the Agent builds it on demand.

FYI + Mobile Message When an SMS delivery status updates in Mobile Message, record the communication log in FYI. See details
Create call notes automatically from incoming phone calls When a call recording is ready in Mobile Message, automatically create a detailed meeting note in FYI with the call summary and metadata. See details
Send SMS notifications when documents are sent for signature Whenever a document is sent for signature in FYI, send an automated SMS message via Mobile Message notifying the recipient to review their inbox. See details
Append text message content to client notes When a new inbound SMS is received in Mobile Message, append the message text directly to the client's existing note file in FYI. See details

Browse the full workflow library →

Looking to achieve something else with FYI and Mobile Message?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for FYI and Mobile Message

Everything FYI and Mobile Message can do inside a workflow — the triggers that start one and the actions that run when it fires.

FYI Explore FYI →

A document management and workflow automation platform specifically designed for accounting and professional service firms.

Actions
Create or Update Client

Create or Update a Client in FYI.

Create Document

Create a Document.

Create or Update Client Group

Create or Update a Group for Clients in FYI.

Create or Update Job

Create or Update a Job in FYI.

Create Web Link

Create a Web Link.

Create File Note

Create a File Note.

Mobile Message Explore Mobile Message →

Mobile Message is a bulk text messaging gateway that allows organizations to send text broadcasts and automated alerts to mobile phones.

Triggers
New SMS Delivery Status

Triggers when an SMS delivery status changes (delivered or failed).

New Inbound SMS

Triggers when an inbound SMS is received.

Actions
Add Contact to List

Adds a contact to a contact list.

Add Unsubscribe

Adds a phone number to your unsubscribe (opt-out) list.

Cancel Scheduled Message

Cancels a scheduled message and refunds the credits.

Create Contact

Creates a new contact in your Mobile Message address book.

Create Contact List

Creates a new contact list.

Delete Contact

Deletes a contact from your Mobile Message address book.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about FYI + Mobile Message

Is there a pre-built FYI + Mobile Message automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches FYI and Mobile Message's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built FYI or Mobile Message connector?

No. The Agent works whether or not FYI or Mobile Message already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why integrate a document management tool like FYI with a business phone service like Mobile Message?

It automatically logs call history and text messages into centralized documents in FYI, ensuring complete records without manual note-taking.

Can sending or signing documents in FYI send text messages via Mobile Message?

Yes, sending a document for signature in FYI can automatically initiate an SMS notification to the client through Mobile Message with signature instructions.

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