Zoho Connect
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 Zoho Connect. So what we want to achieve here is to send an SMS to contacts when a task 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 Zoho Connect as our trigger app. Next, check New Task as our trigger action. Then click Save + Continue button.
Step 3:
Let's link your Zoho Connect account.
Select Choose Account.
Enter your Zoho Connect account.
Then click Continue 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 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, enter the numbers of people that need to be notified.
Enter a custom generic message into the Message input box about the image using the Zoho Connect placeholders.
("New Task {Title} added, Due: {Due Date} Description: {Description}" etc...)
Set the From input box as your name or the company name.
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