Slack
Getting Started
You'll need a Zapier account on the Basic plan ($15/month).
- Create a Zapier account here: https://zapier.com/zapbook/clicksend/
Incoming SMS -> Slack
- Although it's not required, we recommend you purchase a dedicated number from the ClickSend dashboard to receive incoming SMS. You can do this here: https://dashboard.clicksend.com/#/sms/manage-numbers
- Once logged into Zapier, Click 'Make a Zap'
- Choose 'ClickSend SMS' for the trigger app
- Select 'New Incoming SMS' and click Save + continue
- Follow the steps to connect to your ClickSend account
- Test the step using Fetch & continue, then continue
- Next, we have to choose the action app. This can be anything, but in this case, we'll use Slack.
- Choose the action you want e.g. 'Send Channel a message'
- Follow the steps to connect your Slack account
- Complete the steps (example below)
- Continue the testing steps
- Save and enable the Zap.
- You can now test it out by sending an SMS to your ClickSend dedicated number
Slack -> Outgoing SMS
Option 1: Using a dedicated channel
With this option, you can send SMS by typing into the #sms channel e.g. "0411222333:This is an example message"
Create Slack as the trigger
- Once logged into Zapier, Click 'Make a Zap'
- Choose 'Slack' as the trigger app
- Choose 'New message posted to channel'
- Follow the connecting/testing Slack steps.
- Choose a channel in Slack to use (create one if you don't have one already). Note, this channel must only be used to send SMS - everything that's posted in this channel will be forwarded to Zapier.
- Test the step by posting into the Slack channel in the format: "mobile:message" e.g. "0411111111:This is a message"
- Click Continue.
Create a new action
These steps allow us to split the recipient phone number and the message, so we can pass these to ClickSend
- Create a new action - search for 'Formatter by Zapier'
- Choose 'Text' - Work with text data to find & replace, capitalize, remove HTML, and more.
- Fill out these fields:
- Run a test and continue
Create a new action
Repeat the same steps as above, except this time, use these fields:
Create ClickSend as the action
Now, we want to create an action to send an SMS
- Choose 'ClickSend SMS' as the Action App
- Choose the action 'Send SMS'
- Follow the steps to connect to your ClickSend account
- Complete the fields under 'Set up ClickSend SMS':
- Test this step - you should receive an SMS if you used your mobile number when testing the Slack trigger.
Option 2: Using a slash command anywhere e.g. /sms
With this option, you can send SMS by typing a slash command into any channel or chat window e.g. "/sms 0411222333:This is an example message"
- Once logged into Zapier, Click 'Make a Zap'
- Choose 'Webhooks by Zapier' as the trigger app
- Choose 'Catch hook' and continue
- Copy the web hook URL generated - you'll need to enter this on step 8 below.
- Click Continue and Continue (ignoring the child key step)
- Open https://slack.com/apps/manage/custom-integrations
- Choose 'Slash Commands'
- Complete fields:
- Save the integration and go back to Zapier
- Click 'OK I did this' and test out the Trigger by posting in Slack "/sms mobile:message" e.g. "/sms 0411111111:this is a test"
Create a new action
These steps allow us to split the recipient phone number and the message, so we can pass these to ClickSend
- Create a new action - search for 'Formatter by Zapier'
- Choose 'Text' - Work with text data to find & replace, capitalize, remove HTML, and more.
- Fill out these fields:
- Run a test and continue
Create a new action
Repeat the same steps as above, except this time, use these fields:
Create ClickSend as the action
Now, we want to create an action to send an SMS
- Choose 'ClickSend SMS' as the Action App
- Choose the action 'Send SMS'
- Follow the steps to connect to your ClickSend account
- Complete the fields under 'Set up ClickSend SMS':
- Test this step - you should receive an SMS if you used your mobile number when testing the Slack trigger.