An automated workflow using integromat
Connects Xero + ClickSend SMS
Add new Xero contacts to ClickSend
About this workflow template
This automation scenario allows you to connect Xero and ClickSend SMS
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Xero and ClickSend SMS can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Xero
Watch Contacts in Xero
Triggers when a contact is created or updated.
Then this action happens in ClickSend SMS
Create a Contact in ClickSend SMS
Creates a new contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Xero contacts to ClickSend.
Part I
Configure Applications
First, we need to connect Xero and ClickSend SMS to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Xero to Make.com.
Give Make.com access to your Xero account, using Xero credentials.
Connect ClickSend SMS to Make.com.
Give Make.com access to your ClickSend SMS account, using ClickSend SMS credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Xero
Choose the following trigger: Watch Contacts (Triggers when a contact is created or updated.).
Then set up an Action for ClickSend SMS
Choose this action: Create a Contact (Creates a new contact.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Xero and ClickSend SMS.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Xero contacts to ClickSend!
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Apps you need
ClickSend SMS
A cloud-based service that lets you send and receive SMS, Email, Voice, Fax via API worldwide
ClickSend SMS is a cloud-based business communication software that allows you to send and receive SMS, MMS, voice, email, direct mail, and more worldwide. It is equipped with a global SMS gateway and fast delivery, making business messaging easy. Get access to a full communications suite and receive 24/7 free support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
