LiveAgent Integration

Updated 11 months ago

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 LiveAgent. So what we want to achieve here is to notify us with an SMS to our personal mobile number every time we have a new LiveAgent customer.

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 LiveAgent as our trigger app. Next, check New Customer as our trigger action. Then click Save + Continue button.


Step 3:

Let's link your LiveAgent account.

Make sure you are already login to your LiveAgent account.

Click Connect A New Account button.

A popup should show to enter your LiveAgent Domain URL and API Key. 

Copy and paste this info to Zapier. Then click Yes, Continue 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 A New 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

Then click Save + Continue button.


Step 7:

Let's set up our SMS message.

In the To input box, enter your mobile no. This will be the recipient of the message.

In the Message input box, enter your custom message.

You can add Schedule or From fields optionally. Here, we will leave them blank at the moment.

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


Conclusion

In this article, we learned how to connect ClickSend and LiveAgent. We also learned how to send an SMS via ClickSend every time we have a new LiveAgent customer. It's pretty easy right?!

Also note that ClickSend can also do more actions, like sending a Voice message and more. Don't hesitate to try the other ClickSend actions to personalize more your integrations. 

Happy integrating! :)

Available ready to use Zapier templates with ClickSend


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