Zoho Report
Zoho Report 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 Report. So what we want to achieve here is for incoming SMS's received in ClickSend to get automatically added to the users Zoho Report table.
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 ClickSend as our trigger app. Next, check New Incoming SMS as our trigger action. Then click Save + Continue button.
Step 3:
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 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 Zoho Report.
Next select Add Row as our action.
Then click Save + Continue button.
Step 6:
Let's link your Zoho Report account.
Select Choose Account.
Click Connect an Account button.
Enter your Domain, Admin Email ID and Auth Token.
Then click the Yes, Continue button.
Then click Save + Continue button.
Step 7:
Let's set up our Add Row template.
Set all the fields you want to record from the incoming SMS from ClickSend.
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