Magento

Updated 3 years ago

Magento Marketplace

Installation Steps
  1. Install the plugin: https://marketplace.magento.com/clicksend-sms.html
  2. Navigate to: Stores -> Configuration -> Settings
  3. On the settings page, enter your ClickSend credentials (username and password, or API user/API key).
  4. From here you can edit the order notification message format.
  5. Once saved, SMS messages will be sent.

Integration Through Zapier

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 Magento. So what we want to achieve here is for new customers from Magento to be added to your contacts in ClickSend for easy communication using ClickSend's dashboard and API.

So, let's get started.

Instructions
  1. Login to your Zapier account. And then click Make a Zap! button.
  2. Let's search and select Magento or Magento 2.X as our trigger app. Next, check New Customer as our trigger action. Then click Save + Continue button.
  3. Let's link your Magento account:

Select Choose Account.

Click Connect an Account button.

Enter your Domain, API User and API Key.

Then click the Yes, Continue button.

Then click Save + Continue button.

  1. Finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

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

Next select Create Contact as our action. 

Then click Save + Continue button.

  1. 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.

  1. Let's set up our Create Contact template.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Magento contacts etc...)

Set Firstname, Lastname, Email, etc... to their corresponding fields from Magento.

Then click Continue button.

  1. Let's finish up everything.

Click Create & Continue button.

Then the Finish button.

Lastly, name your Zap, and turn it ON


How Did We Do?


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