Plumsail Documents + ClickSend SMS Integrations

Zapier lets you send info between Plumsail Documents and ClickSend SMS automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Get Started for Free

Free forever for core features
14 day trial for premium features & apps

Trusted at companies large and small

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
Try It
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
Try It
- List NameRequired
  The name of the contact list.
Action
Write
- Contact ListRequired
  The list that you want to remove. Will require a list ID that will generally have to be returned from other actions.
Action
Write
- 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.
Action
Write

- 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).
Action
Write
- 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.
Action
Write

- 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.
Action
Write
- Contact ListRequired
  The list you want to search for the contact.
- Email AddressRequired
  Email address you want to search.
Action
Search

- Process NameRequired
Action
Write
- Contact 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".
Action
Write
- 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.
Action
Write
- 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
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- List NameRequired
  The list name.
Action
Search
- Contact 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.
Action
Search

How to connect Plumsail Documents + ClickSend SMS

Step 1: Authenticate Plumsail Documents and ClickSend SMS.
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.

Connect apps

Connect Plumsail Documents + ClickSend SMS

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Plumsail Documents + ClickSend SMS Integrations

Connect your apps and automate workflows

Process Finished

New Incoming SMS

Create Contact List

List NameRequired

Delete Contact List

Contact ListRequired

Send MMS

ToRequired

SubjectRequired

BodyRequired

Schedule

From

Custom String

Media URLRequired

Send Letter

Custom String

PDF File UrlRequired

Priority

Template Used

Colour

Duplex

Address NameRequired

Line 1Required

Line 2

CityRequired

State

Postal CodeRequired

CountryRequired

Return AddressRequired

Send SMS Campaign

Campaign NameRequired

List NameRequired

From

MessageRequired

Schedule

Send Voice

ToRequired

MessageRequired

Language

VoiceRequired

From

Schedule

Custom String

Search Contact by Email Address

Contact ListRequired

Email AddressRequired

Start Process

Process NameRequired

Create Contact

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

Delete Contact

Contact ListRequired

Contact IDRequired

Send Fax

ToRequired

FromRequired

Custom String

PDF File UrlRequired

Send Postcard

PDF File UrlRequired

Address NameRequired

Line 1Required