Front
Front 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 Front. So what we want to achieve here is to send an SMS to specified contacts when a custom rule is triggered in Front.
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 Front as our trigger app. Next, check Rule Triggered as our trigger action. Then click Save + Continue button.
Step 3:
Let's link your Front account.
Select Choose Account.
Click Connect an Account button.
Enter your Email and Password.
Then click Sign in button.
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 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 To input box, select the contacts you wish to be notified about the triggered rule.
Enter a custom generic message into the Message input box about the rule using the Front placeholders (Type of Event , Date, etc).
Set the From input box as the name your business or Front.
Then click Continue button.
Step 8:
Let's finish up everything.
Click Create & Continue button.
Then the Finish button.
Lastly, name your Zap, and turn it ON