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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Chat Lead Updates" from Chat Agents.

Add your action

An action happens after the trigger—such as "Create Contact" in ClickSend SMS.

You’re connected!

Zapier seamlessly connects Chat Agents and ClickSend SMS, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Chat Lead Updates
Triggers when a existing lead is updated.
Trigger
Instant
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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
- 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

New Chat Lead
Triggers when there's a new chat lead.
Trigger
Instant
Try It
- 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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Chat Agents and ClickSend SMS to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ClickSend SMS on the Zapier blog

Make work flow with AI

Level up your Chat Agents to ClickSend SMS integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Chat Agents

Chat Agents is a true human-managed 24/7 website live chat service provider.

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Related categories

Customer Support

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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