ClickFunnels + ClickSend SMS + Trello Integrations
How to connect ClickFunnels + ClickSend SMS + Trello
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Do even more with ClickFunnels + ClickSend SMS + Trello
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ClickFunnels, ClickSend SMS, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.
Funnel
Which Funnel should we watch for new Contacts?
Funnel Step
Which Funnel Step should we watch for new Contacts?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TagRequired
Tag string to add to contact profile.
EmailRequired
Email of contact profile to receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Tag to Add to Contact Profile.
EmailRequired
Email Address of Contact Profile that should receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Exact email search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List NameRequired
The name of the contact list.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list that you want to remove. Will require a list ID that will generally have to be returned from other actions.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
SubjectRequired
Subject line. Maximum 20 characters.
BodyRequired
Message body. Up to 1500 characters or 500 unicode characters View GSM Characters.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number - use a ClickSend dedicated number that you've purchased (anything else will fail). If you don't have a ClickSend number, leave it blank.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Media URLRequired
A URL of the media file you want to send.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
A public URL to the PDF file. If you're not sure what this is, more info can be found here.
Priority
Choose delivery priority. Options are Standard or Priority post.
Template Used
Choose if you've used our template file or not. If 'no', we insert a blank addressed page as the first page. View our template here.
Colour
Choose to use colour or B&W printing.
Duplex
Choose to use Duplex (double-sided) or Simplex (single sided) printing.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard: Open Dashboard or via our API).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
Give your campaign a name. Ie. January Marketing Campaign
List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile or landline phone number in local or international format. Must be in international format (E.164) if sending to a different country.e.g. +61411111111.
MessageRequired
Message body to be read out.
Language
Choose which language you want to use. Full list here: Open Docs.
VoiceRequired
Choose the message to be read out in a Male of Female voice.
From
The from number. This must be a valid ClickSend dedicated number.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. More info can be found here: Open Docs.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list you want to search for the contact.
Email AddressRequired
Email address you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActivityRequired
Only trigger for this type of activity/action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board
Choosing a board will trigger only for cards due on that board.
Time Before
How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Only trigger for new checklists in this board.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
Checklist Item NameRequired
Checklist Item Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add an attachment to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the attachment to.
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to move.
From List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to move.
To Board
Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
To ListRequired
Pick the list to move the card to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to update.
Card Name
Leave this blank if you do not want to update the name.
Card Description
Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
Card Due Date
Leave this blank if you do not want to update the due date.
Due Complete
Card Position
Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to close.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card with the checklist item you want to complete.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist item you want to complete.
ChecklistRequired
Pick the checklist which has the item you want to complete.
Checklist ItemRequired
Pick the checklist item you want to complete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card that contains the checklist you're looking for.
SearchRequired
Search by matching Checklist Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
Which Funnel Should we Opt Contact into?
Funnel StepRequired
Which Funnel Step is this contact going into?
PageRequired
The page associated with the opt-in.
EmailRequired
The email of the opt-in.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ListRequired
The list where you want to add the contact.
First Name
Contact's first name.
Last Name
Contact's last name.
Phone Number
The contact phone in local or international format e.g. +61411111111.
Email
Contact's email address.
Fax Number
Organization Name
Custom 1
Custom 2
Custom 3
Custom 4
Address Line 1
Address Line 2
City
State
Postal Code
Country
The contact's country. Must be a 2-character country code e.g. "US", "AU", "GB".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list where you want to remove the contact.
Contact IDRequired
The contact_id of the contact you want to delete. This is returned when originally adding the contact. If you don't have it you can use the search in Zapier to search for the contact, then use the contact_id from the response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Phone number in E.164 format. Eg. +61261111111.
FromRequired
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF File UrlRequired
A public URL to the postcard PDF file. Can be a single file with 1 page (front only) or 2 pages (front and back) or 2 files with a single page each. View Template.
If you're not sure what a public URL is, more info can be found here.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard Open Dashboard or via our API.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Priority
Choose delivery priority. Options are Standard or Priority post.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. .
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Contact ID
If you supply a Contact ID of a contact (optional), we will link the contact to the message on the ClickSend dashboard. You can get the contact ID after adding a contact or from a contact search.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
The list name.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ListRequired
The list you want to search for the contact.
Phone NumberRequired
Phone number you want to search. Must be in full international format without the leading + (E.164 format). Eg. 6141111111.
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard
Choosing a board will trigger on all new cards on that board.
List
Requires a board to be selected.
Filter
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
ListRequired
List where the card was moved to.
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to archive.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to archive.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the label you want to add.
LabelRequired
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the label to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to add members to.
Member(s)Required
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add members to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Filter cards below by board.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to copy.
NameRequired
Enter the name of your new board.
Organization
Add the board to an organization (it'll be in your Personal Boards if left blank).
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to remove the label from.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to remove the label from.
LabelRequired
Requires a board to be selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card that contains the checklist you're looking for.
ChecklistRequired
Pick the checklist that contains the checklist item you're looking for.
SearchRequired
Search by matching Checklist Item Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
SearchRequired
Search by matching Checklist Name.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How ClickFunnels + ClickSend SMS + Trello Integrations Work
- Step 1: Authenticate ClickFunnels, ClickSend SMS, and Trello.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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