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 Automation Cloud, ClickSend is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events..
The ClickSend connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. is used to create connections for ClickSend actions A tool for building the processes, logic, and direction within workflows.. You can use the ClickSend actions to send marketing MMS messages to a contact list.
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Use the Get contact lists action in a workflow to retrieve all contact lists.
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Use the Get countries action to retrieve a list of countries and their country codes.
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Use the Send a voice message and Send a voice message to a list actions to send text-to-speech voice messages.
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Use the Send an MMS action to send a multimedia message.
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Use the Send an SMS and Send an SMS to a list actions to send SMS messages.
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Use the Upload a media file to make a file accessible to one of the ClickSend gateways.
Create a ClickSend connection
Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.
ClickSend account requirements
- The account you use to create a connection for ClickSend is the account that has access to the ClickSend actions.
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Get the username and API key from your account API Credentials page (the key icon) in the ClickSend dashboard.
Create a ClickSend data lookup
Use the ClickSend data lookup to retrieve contact lists and the ClickSend list of countries. Each data lookup is configured for a specific user. You can create as many data lookups as you need. For more information on creating a data lookup and assigning permissions to it, see Data lookups.
For 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 form control uses a ClickSend - Get contact lists ddata lookup to list the contact lists available from the ClickSend connection in the drop-down.
You can create a data lookup to:
- Get contact lists: List the contact lists available from your ClickSend account. This can be used with the ClickSend - Send an SMS to a list and ClickSend - Send a voice message to a list actions.
- Get countries: List the countries available from your ClickSend account. This can be used with the ClickSend - Send an SMS action to format the phone number.
ClickSend data lookup fields
When you create a ClickSend data lookup, you can configure additional fields to specify which tables, views, and stored procedures the data lookup should retrieve.
To access the data lookup fields, in the Add data lookup section, select the Connector and the Operation.
The following operations are available for the ClickSend connector:
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Get contact lists
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Get countries
The configuration fields displayed depend on the operation selected.
Operation |
Field or selection |
Description |
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Get contact lists | Connection |
The available ClickSend connections. |
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 lookup. |
|
Items per page | The number of contact lists to retrieve per page. | |
Get countries | Connection | The available ClickSend connections. |