ClickSend SMS + PandaDoc

ClickSend SMS + PandaDoc integrations

Send sms via ClickSend SMS when new documents are sent in PandaDoc

Stay on top of your document deliveries with this effective PandaDoc to ClickSend SMS workflow. Whenever a document is sent in PandaDoc, an SMS alert is sent through ClickSend, keeping you instantly updated wherever you are. Embrace the seamless efficiency of this workflow to streamline your document management without having to worry about manual updates.

When this happens...
Document SentTriggers when a document is sent.
TriggerInstant
automatically do this!
Send SMSSends a new SMS.
ActionWrite

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More things you can do with PandaDoc and ClickSend SMS

Discover other triggers and actions you can use with PandaDoc and ClickSend SMS

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document ID
  Required
Action
Search
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
Try It

- List Name
  Required
Action
Write
- Contact List
  Required
Action
Write
- To
  Required
- Subject
  Required
- Body
  Required
- Schedule
- From
- Custom String
- Media URL
  Required
Action
Write
- PDF File Url
  Required
- Address Name
  Required
- Line 1
  Required
- Line 2
- City
  Required
- State
- Postal Code
  Required
- Country
  Required
- Return Address
  Required
- Custom String
- Priority
Action
Write
- To
  Required
- Message
  Required
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List Name
  Required
- Message
  Required
- Schedule
- From
- Custom String
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- Contact List
  Required
- Email Address
  Required
Action
Search

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search
- Contact List
  Required
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- Contact List
  Required
- Contact ID
  Required
Action
Write
- To
  Required
- From
  Required
- Custom String
- PDF File Url
  Required
Action
Write
- Campaign Name
  Required
- List Name
  Required
- From
- Media URL
  Required
- Subject
  Required
- Message
  Required
- Schedule
Action
Write
- Custom String
- PDF File Url
  Required
- Priority
- Template Used
- Colour
- Duplex
- Address Name
  Required
- Line 1
  Required
- Line 2
- City
  Required
- State
- Postal Code
  Required
- Country
  Required
- Return Address
  Required
Action
Write
- Campaign Name
  Required
- List Name
  Required
- From
- Message
  Required
- Schedule
Action
Write
- To
  Required
- Message
  Required
- Language
- Voice
  Required
- From
- Schedule
- Custom String
Action
Write
Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
Action
Write
- List Name
  Required
Action
Search
- Contact List
  Required
- Phone Number
  Required
Action
Search

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.

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Related categories

Phone & SMS

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn moreLearn moreHelpHelp

Related categories

Documents

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