How to Connect ClickSend as Data Destination
The integration will allow you to add or delete contacts in ClickSend, based on data from other systems, in addition, you can send emails and SMS. For example, you can perform the above actions with contacts by pulling them from your website, landing page or Google Sheets. This will allow you to efficiently automate your workflows and save you a lot of time by eliminating the need to manually add or delete each contacts.
Let's go through the entire ClickSend setup steps together!
Navigation:
1. What will integration with ClickSend do?
2. How to connect ClickSend account to ApiX-Drive?
3. How to setup data transfer to ClickSend in the selected action?
4. An example of the data that will be sent to your ClickSend.
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, ClickSend must be specified.
Next, you need to specify an action, for example, "Add CONTACT".
- Add CONTACT - ClickSend will create a contact based on the data from the Data Source system.
- Remove CONTACT - based on the data from the Data Source system, ClickSend will remove the contact from the list.
- Send transactional EMAIL - based on the data from the Data Source system, ClickSend will send out emails.
- Send SMS - ClickSend will send SMS based on data from the Data Source system.
The next step is to select the ClickSend account to which the data will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
In the window that opens, you need to fill in your login and API-key or password for your ClickSend personal account.
After that, the page will reload and the saved account will be automatically selected.
Go to the Developers section in your ClickSend personal account .
Find the "API Credentials" section. Copy and paste the data into the appropriate fields in the ApiX-Drive system.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to setup the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in ClickSend.
Be sure to select a list where all data from Google Sheets will go.
Also assign other required fields from the drop-down lists.
Now you can see the test data.
If you want to send test data to ClickSend in order to check the correctness of the settings - click "Send test data to ClickSend" and go to your ClickSend to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the Scheduled Run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup ClickSend as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!