ClickSend SMS + TradePortal

ClickSend SMS + TradePortal integrations

Update and send sms via ClickSend SMS when deal stages change in TradePortal

Never miss a beat with your deal stages in TradePortal with our custom workflow. Using this setup, each time you make changes to a deal stage in TradePortal, a text message notification will be swiftly dispatched via the ClickSend SMS. This automation ensures you are always informed about vital deal updates, thereby helping you stay on top of your game and ensuring critical business processes are never stalled.

When this happens...
Deal Stage ChangedTriggers when a Deal Stage is changed.
TriggerInstant
automatically do this!
Send SMSSends a new SMS.
ActionWrite

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More things you can do with TradePortal and ClickSend SMS

Discover other triggers and actions you can use with TradePortal and ClickSend SMS

- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
- Given Name
  Required
- Address
  Required
- Email
  Required
- Mobile Number
- Landline number
- Description
- Deal Type
- Deal Source
  Required
Action
Write
Send Email
Send an Email.
Action
Write
- Company ID
  Required
- Deal ID
  Required
- Deal Stage ID
- Description
Action
Write

New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
Try It
- List Name
  Required
Action
Write

- Contact List
  Required
Action
Write
- To
  Required
- Subject
  Required
- Body
  Required
- Schedule
- From
- Custom String
- Media URL
  Required
Action
Write
- PDF File Url
  Required
- Address Name
  Required
- Line 1
  Required
- Line 2
- City
  Required
- State
- Postal Code
  Required
- Country
  Required
- Return Address
  Required
- Custom String
- Priority
Action
Write
- To
  Required
- Message
  Required
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List Name
  Required
- Message
  Required
- Schedule
- From
- Custom String
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- Contact List
  Required
- Email Address
  Required
Action
Search

- Company ID
  Required
- Deal Stage ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
- Full Name
  Required
- Email Address
- Mobile Number
- Landline Number
- Billing Address
  Required
Action
Write
- Company ID
  Required
- To
  Required
- From
  Required
- Message Content
  Required
Action
Write
- Company ID
  Required
- Find by ID or Search
  Required
Action
Search
- Contact List
  Required
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- Contact List
  Required
- Contact ID
  Required
Action
Write
- To
  Required
- From
  Required
- Custom String
- PDF File Url
  Required
Action
Write
- Campaign Name
  Required
- List Name
  Required
- From
- Media URL
  Required
- Subject
  Required
- Message
  Required
- Schedule
Action
Write
- Custom String
- PDF File Url
  Required
- Priority
- Template Used
- Colour
- Duplex
- Address Name
  Required
- Line 1
  Required
- Line 2
- City
  Required
- State
- Postal Code
  Required
- Country
  Required
- Return Address
  Required
Action
Write
- Campaign Name
  Required
- List Name
  Required
- From
- Message
  Required
- Schedule
Action
Write
- To
  Required
- Message
  Required
- Language
- Voice
  Required
- From
- Schedule
- Custom String
Action
Write
Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
Action
Write
- List Name
  Required
Action
Search
- Contact List
  Required
- Phone Number
  Required
Action
Search

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About TradePortal

TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Send sms via ClickSend SMS for new customers created in TradePortal

Related Zap Templates

Send sms via ClickSend SMS for new customers created in TradePortal