ClickSend SMS + ServiceM8

ClickSend SMS + ServiceM8 integrations

"create new contact lists in ClickSend SMS for new clients in ServiceM8"

Increase efficiency in your customer engagement process with this seamless workflow. When a new client is added in your ServiceM8 app, it will instantly create a contact list in the ClickSend SMS app. This automation enhances your client communication, making sure no new client misses out on your important updates or promotional messages. Stay organized, efficient, and proactive in your client interactions with this streamlined process.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Create Contact ListCreates a new contact list.
ActionWrite

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More things you can do with ServiceM8 and ClickSend SMS

Discover other triggers and actions you can use with ServiceM8 and ClickSend SMS

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job Status
  Required
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write
- 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

- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
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

About ClickSend SMS

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

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create contacts in ClickSend SMS for new clients in ServiceM8

Related Zap Templates

Create contacts in ClickSend SMS for new clients in ServiceM8