ClickSend

ClickSend is a product that allows its user to track, receive, and send SMS messages, voice messages, emails , and upload media files. The ClickSend products include the following:

  • SMS gateway
  • MMS gateway
  • Rich messaging
  • Voice gateway
  • Email gateway
  • Fax gateway
  • Online post

For more information see the company website.

In the context of Nintex Workflow Cloud, ClickSend is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores..

The ClickSend connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for ClickSend actions A tool for building the processes, logic, and direction within workflows..

The following actions are available:

You can use the ClickSend actions to send marketing MMS messages to a contact list.

Use the Get contact lists action in a workflow to retrieve all contact lists. Use the Get countries action to retrieve a list of countries and their country codes. Use the Send a voice message and Send a voice message to a list actions to send text-to-speech voice messages. Use the Send an MMS action to send a multimedia message. Use the Send an SMS and Send an SMS to a list actions to send SMS messages. Use the Upload a media file to make a file accessible to one of the ClickSend gateways.

Create a ClickSend connection

You can create connections from the Automate or Designer page.

  • The account you use to create a connection for ClickSend is the account that has access to the ClickSend actions.

  • Get the username and API key from your account API Credentials page (the key icon) in the ClickSend dashboard.

  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.

  2. On the Connections page, click Add new.

  3. In the Add a new connection section that opens, fill in the following.

    In this field

    Select or enter the following
    Connector ClickSend

  4. Click Connect.

  5. In the Configure a connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection.
    Username Your ClickSend username. Get the username from your account API Credentials page (the key icon) in the ClickSend dashboard.
    API key Your ClickSend API key. Get the API key from your account API Credentials page (the key icon) in the ClickSend dashboard.

  6. Click Connect.

  7. If prompted, enter credentials and grant access to Nintex Workflow Cloud.

  8. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears on the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the ClickSend action you want to add the connection to, or drag a ClickSend action into the workflow and select it.

  3. In the drop-down list for Connection, select Add new connection.

  4. In the Connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    Username Your ClickSend username. Get the username from your account API Credentials page (the key icon) in the ClickSend dashboard.
    API key Your ClickSend API Key. Get the API key from your account API Credentials page (the key icon) in the ClickSend dashboard.

  5. Click Connect.

  6. If prompted, enter credentials and grant access to Nintex Workflow Cloud.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears in the Connection field of your action.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

 Delete

Assign
permissions

Owners
Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

Create a ClickSend data source

Use the ClickSend data source to retrieve contact lists and the ClickSend list of countries.

Example:  To allow users to select a specific contact list in a form, to send a marketing SMS to, add a drop-down list of contact lists to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a ClickSend - Get contact lists data source to list the contact lists available from the ClickSend connection in the drop-down.

You can create a data source to:

Each data source is configured for a specific user. You can create as many data sources as you need.

To add a ClickSend drop-down list to your form:

  1. Create your ClickSend data source.

    2. See Data sources.

  2. Add a data lookup form control to your form and configure it to use your new data source.

Assign data source permissions

Permissions enable you to manage access for other users to use, edit, and delete data sources.

  Use

Edit

 Delete

Assign
permissions

Connection owners

 ✔ ✔ ✔ ✔

Data source editors

 ✔ ✔ ✔ ✘
Data source users ✔ ✘ ✘ ✘

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:

  1. On the Data sources page, click for the required data source.
  2. From the menu, select Permissions.

    3. The corresponding data source permissions window is displayed.

  3. To assign permissions:
    • In the Data source editors field, type the name of the user, and select from the list.
    • In the Data source users field, type the name of the user, and select from the list.
  1. Click Save Permissions.

ClickSend data source fields

When you create a ClickSend data source, you can configure some additional fields to specify which tables, views, and stored procedures the data source should retrieve.

Section

Field or selection

Description
Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • ClickSend - Get contact lists:
    • Page: The page number of the list of contact lists to retrieve. Used for paging with the Current page field from the output of a previous call of this data source.
    • Items per page: The number of contact lists to retrieve per page.