This guide will walk you through connecting your accounts and setting up Zaps for:
SMS messages
MMS messages
Campaigns (SMS, MMS, Post Letter)
Voice, Fax, and Postcard sending
Step 1: Connect ClickSend to Zapier
Before creating Zaps:
Sign up for ClickSend
Create a Zapier account
Then:
Log in to Zapier.
Navigate to My Apps > Search for ClickSend.
Enter your ClickSend API username and key (get it here).
Click Yes, Continue to connect.
Creating a Zap
A Zap is a workflow with two main parts:
Trigger – the event that starts the workflow
Action – what happens after the trigger
Send SMS
Trigger: Choose your preferred trigger (e.g., new lead, form submission, new order).
Action App: ClickSend
Action Event: Send SMS
Fill in details like recipient number, message content, etc.
Test & enable the Zap.
Send SMS Campaign
Trigger: Select trigger event (e.g., new customer signup).
Action App: ClickSend
Action Event: Send SMS Campaign
Input campaign details: contact list, message body, sender ID.
Test & publish.
Send MMS
Trigger: Choose a trigger like a new Trello card, form submission, etc.
Action App: ClickSend
Action Event: Send MMS
Fill in the media URL, phone number, and message.
Test the action before enabling.
Send MMS Campaign
Trigger: Pick your preferred trigger.
Action App: ClickSend
Action Event: Send MMS Campaign
Configure the image attachment, recipient list, and message content.
Test & turn on the Zap.
Reminder: Check supported media formats and sizes before uploading.
Send Post Letter Campaign
Send personalized letters globally through Zapier and ClickSend.
Prerequisites
Create ClickSend Account
Create Zapier Account
Steps:
In Zapier, select your trigger (e.g., new form submission).
Choose ClickSend Letter Campaign as your Action App.
Select Send Letter Campaign as the action event.
Connect your ClickSend account using your API key.
Fill out:
Contact list (upload contacts here)
Public .DOCX file URL (from Google Drive or Dropbox – see below)
Merge fields using <<field_name>>
Printing preferences
Return address (add one here)
Test your setup and enable the Zap.
Supported URL Examples:
Google Drive:
Make sure the file is .docx and publicly accessible.
Dropbox:
Use .docx, public link, change dl=0 to dl=1:
From: ...?dl=0
To: ...?dl=1
Supports up to 50 merge fields and 20,000 recipients.
Also Available: Voice, Fax, and Postcard Actions
You can also set up Zaps to:
Send a Voice Message
Send a Fax Message
Send a Postcard
These work the same way — just choose your trigger, select ClickSend, then the desired action, and configure the details.
Troubleshooting
If your Zap isn’t working as expected:
Log into Zapier
Go to Zap History > Zaps Run
Locate the failed run and click to view details.
Under the ClickSend action, check Data Out.
Ensure your API key is correct and that you have sufficient credits in your ClickSend account.
FAQs
Where can I monitor my mail/letter history?
Check the Letter History page
Where can I view my letter campaigns?
Visit Letter Campaigns
Can I cancel a letter campaign?
Yes, within 1 hour after sending here
How many contacts can I send a letter to?
Up to 20,000 per campaign.
Where can I check if my message or campaign was sent?
Use the SMS History, MMS History, or Letter History pages.
Where can I view my active campaigns?
Visit Campaigns for SMS, or Letter Campaigns for letters.
How many contacts can I send to at once?
Up to 20,000 recipients per letter campaign. For SMS/MMS campaigns, limits depend on balance and message type.
Can I cancel a letter campaign?
Yes, within 1 hour of sending. Cancel it here.
What file formats are supported for Post Letter Campaigns?
.DOCX only. From Google Drive, Google Docs, or Dropbox with publicly accessible links.
How do I format merge fields in my document?
Use this format: <<FirstName>>, <<OrderID>>, etc.
Want to jump straight into setup? [Use one of our Zap templates to get started fast!]