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Integrate Click Send With Kissflow

Kissflow's integration with ClickSend streamlines communication by allowing seamless SMS and email notifications from workflows, enhancing stakeholder engagement and responsiveness.
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  • Improved Accuracy
  • Streamlined Collaboration
  • Increased Compliance

Click Send
What, Why, and How to Integrate

What is ClickSend?

ClickSend is a cloud-based communication platform designed to help businesses streamline their marketing and communication efforts. It enables organizations to send SMS, emails, postcards, and even voice messages directly from one centralized interface. Whether you’re looking to enhance customer engagement, improve your marketing campaigns, or simplify your communication processes, ClickSend provides tools that cater to various needs.

With automated messaging, API integration, tracking, and analytics features, ClickSend helps businesses reach their target audience efficiently and effectively. Its user-friendly platform is suitable for companies of all sizes, from startups to large enterprises, making it a versatile choice for anyone looking to enhance their communication strategy.

Why Integrate Click Send with Kissflow?
Why integrate Click Send with Kissflow?

Click Send is a tool that allows for seamless integration between various applications and platforms, and when it's integrated with Kissflow, it can provide several benefits:

1. Streamlined Workflows: It helps automate processes by seamlessly connecting Kissflow with other applications, reducing manual efforts and streamlining operations.

2. Data Synchronization: It ensures that data across different systems (like CRMs, project management tools, etc.) remains synchronized, which is crucial for accurate reporting and decision-making.

3. Enhanced Collaboration: By connecting various tools used by different teams, IntegrationClick can improve collaboration and communication, allowing teams to work more effectively together.

4. Improved Productivity: Automating repetitive tasks through integration can free up employees' time, allowing them to focus on more strategic activities.

5. Custom Workflows: Users can create custom workflows that cater specifically to their organizational needs, enhancing the functionality of both IntegrationClick and Kissflow.

6. Analytics and Reporting: By integrating data from multiple sources, businesses can generate comprehensive reports and analytics, leading to better insights and informed decisions.

7. Scalability and Flexibility: Businesses can easily scale their operations by integrating new tools and platforms without major disruptions.

How to connect Click Send with Kissflow?
How to integrate ClickSend with Kissflow?

Below is a step-by-step guide on how to set up this integration.


1. Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Now, click the New integration button to provide a name and description for your integration.

2. Set up trigger step, for example, you can use it to connect with a simple case management system like a service incident management tool.

3. After setting up your trigger step above, click the Add button (+) next to set up your ClickSend action step. Search for ClickSend and select an available action event.

4. After choosing your action event, next step is to authenticate the connector. Click +Add an account and sign in to your ClickSend account. After signing in, go to Developers > API credentials and copy your unique Username and API key. Paste these copied credentials in your connector's authentication popup fields.

5. After authenticating with your ClickSend account credentials, add the relevant values against the ClickSend form fields, hit Refresh fields to view all the updated fields in the selected ClickSend form. You can also map ClickSend fields with your trigger step or previous action's fields. For instance, you can map a phone number field in your case system here. The field values will be automatically added to the item fields after the action is executed.

6. After a successful configuration, test whether your ClickSend action step is set up correctly by clicking the Test button. The connector will pull field data from your selected ClickSend account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.

>> Click here to learn more. 

Setting up a ClickSend connector

After creating a custom workflow with your ClickSend connector's action step, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the ClickSend connector will automatically send an SMS message to your contact(s).
Following these steps should help you successfully integrate ClickSend with your Kissflow workflows. Enjoy enhanced communication and notifications!

Key Actions Unleashed by Integrating
Click Send

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Frequently Asked Questions

ClickSend is a cloud-based communication platform that allows businesses to send and receive messages via SMS, email, voice, and other channels. When integrated with Kissflow, a no-code workflow automation platform, ClickSend enables users to automate communication workflows. For instance, you can set up automated notifications or updates for your team or customers based on actions taken within Kissflow multiple processes.
  • 1. Log in to your Kissflow account.
  • 2. Navigate to the 'Integrations' section within your settings.
  • 3. Select ClickSend from the list of available integrations.
  • 4. Enter your ClickSend API credentials to establish a connection.
  • 5. Configure the necessary settings, such as sending SMS notifications based on specific triggers in your workflows.
  • 6. Save your settings and test the integration to ensure it’s functioning as expected.
  • SMS notifications and reminders to team members or customers.
  • Email alerts for status updates or approvals required.
  • Voice messages for urgent communications.
  • PDFs or documents via email for key documents and reports.
Yes, while integrating ClickSend with Kissflow may not incur additional charges from Kissflow, ClickSend does have its own pricing model based on usage (e.g., the number of SMS sent, emails distributed, etc.). It’s important to review ClickSend's pricing structure on their official website to understand potential costs associated with your message volume and the types of communications you plan to send.
  • Kissflow Help Center: Access guides and articles that provide detailed instructions on setting up and troubleshooting integrations.
  • ClickSend Support: Check the ClickSend platform for specific API documentation and support resources.
  • Community Forums: Engage with other Kissflow users in forums or communities for insights or similar issues they may have resolved.
  • Customer Support: Reach out to the customer support teams of either platform for personalized assistance with any integration problems.

Frequently Asked Questions

Kissflow offers extensive integration capabilities that let you connect to your favorite apps and tools. The platform enables seamless data exchange, eliminates manual errors, and accelerates decision-making processes. This efficiency boost translates to cost savings, improved productivity, and increased revenue for your business.
Kissflow offers integration capabilities with a wide range of popular applications, including CRM systems like Salesforce, project management tools like Asana, communication platforms like Slack, and many more. Whether you're looking to streamline sales processes, manage projects more effectively, or enhance collaboration across teams, Kissflow provides the flexibility to integrate with the tools you already use and love.
Yes, Kissflow integration is designed to be user-friendly and intuitive, making it easy to set up and manage even for non-technical users. With a simple drag-and-drop interface and guided setup process, you can quickly configure integrations to meet your business needs. Plus, Kissflow offers comprehensive support and resources to help you every step of the way, ensuring a smooth and hassle-free integration experience.
Absolutely! Kissflow integrations are designed to automate repetitive tasks and streamline workflows, allowing you to focus on more strategic activities. Whether automating data entry, triggering notifications based on specific events, or syncing information between different systems, Kissflow empowers you to automate routine processes and free up valuable time for higher-value work.
Yes, Kissflow integrations are highly customizable, allowing you to tailor them to your requirements. Customize data mappings, define workflow rules, connect with proprietary systems, and create integrations that align perfectly with your organization's goals and workflows.

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