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.

Try:

See all FYI + Mobile Message integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

FYI Explore FYI →

Triggers

New note created

Fires when a new note or document is created in FYI.

Note updated

Fires when an existing note or document changes in FYI.

Document viewed or shared

Fires when a document in FYI is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in FYI from a saved template.

Create or append to a note

Creates a note in FYI or adds text to an existing one.

Convert a document to PDF

Converts a file in FYI to PDF.

Publish or share a document

Publishes a document from FYI or shares it by link.

Mobile Message Explore Mobile Message →

Triggers

New inbound SMS

Fires when a new text message is received in Mobile Message.

New call

Fires when a new call comes in or out through Mobile Message.

Missed call

Fires when a call is missed in Mobile Message.

Call recording ready

Fires when a call recording finishes processing in Mobile Message.

Actions

Send an SMS or MMS

Sends a text message through Mobile Message.

Place an outbound call

Starts an outbound call via Mobile Message.

Create or update a contact

Creates or updates a contact in Mobile Message.

Send a voice message

Sends a recorded voice message via Mobile Message.

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

See all FYI + Mobile Message integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Append text message content to client notes” between FYI and Mobile Message?

Yes — describe it in the box above and Knit's Integrations Agent researches FYI and Mobile Message's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.