Connect Rocketlane and ClickSend SMS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
Send MMS Campaign
Delete Contact
Send Fax
Send SMS Campaign
Create Contact
Send Letter
Send Voice
Search Contact
Delete Contact List
Add Contact to List
Send MMS
Send SMS
Send Postcard
Update Contact
Search Account Details
Search Country code
Search Master Email Templates
Search Sms History
Search Contact Details
Search contact
Search Contact List
Ready to use Rocketlane and ClickSend SMS automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
New SMS Send
Triggers when new sms is send by clicksend.
Do thisActions
Action is the task that follows automatically within your Rocketlane integrations.
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Import Templates To Project
Imports one or more templates into a project.
Update Project
Updates a project.
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Frequently Asked Questions
To start, connect both your Rocketlane and ClickSend SMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in ClickSend SMS (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in ClickSend SMS. This includes choosing which data fields go into which fields of ClickSend SMS, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and ClickSend SMS 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 Rocketlane and ClickSend SMS. 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreAbout ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn More
