ClickSend SMS + TradePortal

Send sms via ClickSend SMS for new customers created in TradePortal

Effortlessly stay engaged with your clientele by using this workflow. When a new customer is added in TradePortal, a welcoming text message is dispatched from ClickSend SMS. This allows for a seamless and efficient way of maintaining customer relationships right from the start. Say goodbye to manual messaging and revamp your customer engagement approach with this handy automation.

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Send SMS
Sends a new SMS.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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

Supported triggers and actions

- Company IDRequired
Trigger
Instant
Try It
- Company IDRequired
Trigger
Instant
Try It
- Company IDRequired
- Given NameRequired
- AddressRequired
- EmailRequired
- Mobile Number
- Landline number
- Description
- Deal Type
- Deal SourceRequired
Action
Write
Send Email
Send an Email.
Action
Write
- Company IDRequired
- Deal IDRequired
- Deal Stage ID
- Description
Action
Write

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
- 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

- Company IDRequired
- Deal Stage IDRequired
Trigger
Instant
Try It
- Company IDRequired
Trigger
Instant
Try It
- Company IDRequired
- Full NameRequired
- Email Address
- Mobile Number
- Landline Number
- Billing AddressRequired
Action
Write
- Company IDRequired
- ToRequired
- FromRequired
- Message ContentRequired
Action
Write
- Company IDRequired
- Find by ID or SearchRequired
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 TradePortal

TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Update and send sms via ClickSend SMS when deal stages change in TradePortal

Related Zap Templates

Update and send sms via ClickSend SMS when deal stages change in TradePortal

ClickSend SMS + TradePortal

Send sms via ClickSend SMS for new customers created in TradePortal

Supported triggers and actions

Customer Created

Recurring Deal Created

Add New Lead

Send Email

Update Deal

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

Deal Stage Changed

Recurring Deal Triggered

Create Customer

Send SMS

Find Deal

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 TradePortal

Related categories

Related Zap Templates

Related Zap Templates