Happy Fox

Updated 5 years ago

Happy Fox 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 Happy Fox. So what we want to achieve here is to send an SMS to specified support staff when a support ticket is submitted.

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 Happy Fox as our trigger app. Next, check New ticket as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Happy Fox account.

Select Choose Account.

Click Connect an Account button.

Enter your Account Name and API Key and Auth Code.

Then click Allow 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 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 Contacts List input box, enter the contact list that need to be informed when a support ticket is submitted.

Enter a custom generic message into the Message input box about the event such as the Client name, Subject, Message, Priority, etc...

Set the From input box as Happy Fox or something else meaningful.

Then click Continue button.