Cascade Strategy

Updated 5 years ago

Zapier Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and Cascade Strategy. So what we want to achieve here is to send an SMS to selected contact list when an issue is created.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select Cascade Strategy as our trigger app. Next, check New Issue as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Cascade Strategy account.

Select Choose Account.

Click Connect an Account button.

Enter your Sub Domain.

Then click Yes, Continue button and allow access.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend.

Next select Send SMS to Contact List as our action.

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our SMS message.

In the Contact List input box select your Cascade Strategy contact list (Create one on ClickSend if you haven't already containing all the contacts you wish to inform).

Enter a custom generic message into the Message input box using the placeholder fields (ID, Issue, Comment, Is Critical, Created At).

Set the From input box as the name of your company or Cascade Strategy.

Then click Continue button.