FYI Mobile Message

When new sms delivery status in Mobile Message, sync it to FYI.

When an SMS delivery status updates in Mobile Message, record the communication log in FYI.

Try:

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

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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
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

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

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FAQ

Common questions

Can Knit build “When new sms delivery status in Mobile Message, sync it to FYI.” 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.

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