What’s Included

When you set up ClickSend in Workato, you’ll be able to:

Send Automated SMS – Send SMS notifications when specific events occur in your connected apps (e.g., Trello card updates).
Send MMS – Share multimedia content like images or videos via MMS when triggered by events in Workato.

Prerequisites

A ClickSend account – Create one here.
A Workato account – Create one here.
ClickSend API credentials (username + API key).

Getting Started with Workato Recipes

Create a Recipe:
- In Workato, go to Projects > Recipes > Create Recipe.
- Name your recipe and choose a project where your recipe will be saved.
- Choose a starting point. For example, Trigger from an app.
Add a Trigger:
- Choose your trigger app. In this example, we’ll use Trello to trigger the automation whenever a new or updated card appears.
- You can use either an app or HTTP as the trigger.

Add SMS to Your Workato Workflows

Add the ClickSend Action:
- After selecting your trigger, click the plus (+) button to add an action.
- Look for the ClickSend SMS app and select Send SMS.
Create a Connection:
- Enter your ClickSend username and API key in the connection fields. (These can be found in your ClickSend dashboard).
- Name the connection for your reference and click Connect.
Configure the Send SMS Action:
- Fill in the Message Body with static or dynamic values.
- Example: "A new Trello card was created: %card_name%".
- You can pull dynamic values (like phone numbers) from the trigger app (Trello in this case).
- Optional fields:
  - Sender number: The number you send from (either your ClickSend number or business name, depending on your country).
  - Custom string: This is used for message tracking and appears in reports and replies.
Save and Activate:
- Save your recipe and click Start Recipe to activate your automation.
- Now, whenever a new or updated card is created in Trello, SMS notifications will be sent automatically.

Add MMS to Your Workato Workflows

Add the ClickSend MMS Action:
- Similarly to SMS, click plus (+) to add the Send MMS action.
Create a Connection:
- Use your ClickSend API credentials (username + API key) to create a connection.
Configure MMS Settings:
- Message Body: Add a static or dynamic message, just like with SMS.
- Media URL: Add the URL for the media you wish to send (must end in .jpg, .jpeg, .gif, .mp4, or .mpeg).
- Sender Number: Unlike SMS, MMS only supports sending from your ClickSend dedicated number.
- Custom String: For message tracking.
Save and Activate:
- Save your recipe and click Start Recipe.
- MMS will now be sent automatically every time a trigger event happens in your workflow.

Troubleshooting

SMS/MMS Not Sending:
- Check API Credentials: Ensure that your ClickSend username and API key are correctly entered.
- Verify Media URL: Ensure the MMS Media URL is valid and ends in the correct format (e.g., .jpg, .jpeg, .mp4).
- Sufficient Credit: Make sure you have enough credit in your ClickSend account. Top up here.
Incorrect Dynamic Values:
- Ensure that your trigger app can properly fetch the necessary dynamic values (e.g., phone numbers, card data).
- Use Magic Text to automatically pull in dynamic data from your trigger app.
Sender Number Issues:
- If using a business name (Alpha Tag) as the sender, ensure it’s supported in your country and properly configured in ClickSend.

FAQs

Can I send MMS with different media types?

Yes, ClickSend supports sending the following multimedia types in MMS:

jpg/jpeg
gif (moving or static)
mp4
mpeg

How do I set up my ClickSend dedicated number for MMS?

Only a dedicated number can be used for MMS (not a shared number or business name). Make sure you have a ClickSend dedicated number configured in your dashboard.