ClickSend SMS + PandaDoc

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 Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
Send SMS
Sends a new SMS.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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

- List NameRequired
Action
Write
- Contact ListRequired
Action
Write
- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
Action
Write
- PDF File UrlRequired
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
- Custom String
- Priority
Action
Write
- ToRequired
- MessageRequired
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List NameRequired
- MessageRequired
- Schedule
- From
- Custom String
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 ListRequired
- Email AddressRequired
Action
Search

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Contact ListRequired
- 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 ListRequired
- Contact IDRequired
Action
Write
- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
Action
Write
- Custom String
- PDF File UrlRequired
- Priority
- Template Used
- Colour
- Duplex
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- MessageRequired
- Schedule
Action
Write
- ToRequired
- MessageRequired
- Language
- VoiceRequired
- 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 NameRequired
Action
Search
- Contact ListRequired
- Phone NumberRequired
Action
Search

About ClickSend SMS

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

Learn more

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 more

Related categories

Documents

ClickSend SMS + PandaDoc

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

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

New Incoming SMS

Create Contact List

Delete Contact List

Send MMS

Send Postcard

Send SMS

Send SMS to Contact List

API Request (Beta)

Update Contact

Search Contact by Email Address

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Create Contact

Delete Contact

Send Fax

Send MMS Campaign

Send Letter

Send SMS Campaign

Send Voice

Create SMS Campaign

Search Contact Lists

Search Contact by Phone

About ClickSend SMS

Related categories

About PandaDoc

Related categories

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