Connect ClickSend SMS and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Send
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Ready to use ClickSend SMS and Pennylane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Send
Triggers when new sms is send by clicksend.
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your ClickSend SMS integrations.
Send MMS Campaign
Send an MMS Campaign to up to 20,000 contacts.
Delete Contact
Delete specific contact from list based on the contact Id.
Send Fax
Sends a new fax.
Send SMS Campaign
Send an SMS campaign to up to 20,000 contacts at a time.
Create Contact
Creates a new contact in a list.
Send Letter
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
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Frequently Asked Questions
To start, connect both your ClickSend SMS and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickSend SMS triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how ClickSend SMS data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between ClickSend SMS and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClickSend SMS and Pennylane. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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