Connect ClickSend SMS and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Send
Choose an Action
Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Templates To Project
Update Project
Update Task
Create Task Message
Delete Task
Ready to use ClickSend SMS and Rocketlane 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 Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
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
Remove a contact from the selected list by exact name (case-insensitive). Returns whether a match was found and deletion details.
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 Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickSend SMS triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how ClickSend SMS data is recorded in Rocketlane. This includes choosing which data fields go into which fields of Rocketlane, setting up custom formats, and filtering out unwanted information.
The data sync between ClickSend SMS and Rocketlane 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 Rocketlane. 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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