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How to connect ClickSend and Instantly
Create a New Scenario to Connect ClickSend and Instantly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ClickSend, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickSend or Instantly will be your first step. To do this, click "Choose an app," find ClickSend or Instantly, and select the appropriate trigger to start the scenario.
Add the ClickSend Node
Select the ClickSend node from the app selection panel on the right.
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Configure the ClickSend
Click on the ClickSend node to configure it. You can modify the ClickSend URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Instantly Node
Next, click the plus (+) icon on the ClickSend node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the ClickSend and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ClickSend and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring ClickSend, Instantly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ClickSend and Instantly integration works as expected. Depending on your setup, data should flow between ClickSend and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ClickSend and Instantly
Instantly + Google Sheets + ClickSend: When a lead is created in Instantly, its information is added to a Google Sheet. ClickSend sends an SMS to the new lead with details taken from Google Sheets.
Instantly + ClickSend + HubSpot: When a lead is created in Instantly, send them a personalized SMS via ClickSend and create or update the lead in HubSpot.
ClickSend and Instantly integration alternatives
About ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ ClickSend and Instantly
How can I connect my ClickSend account to Instantly using Latenode?
To connect your ClickSend account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickSend and click on "Connect".
- Authenticate your ClickSend and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate SMS follow-ups from Instantly lead data?
Yes! Latenode lets you trigger ClickSend SMS based on Instantly campaign events. Personalize messaging and boost response rates with automated follow-ups using visual logic and data transformations.
What types of tasks can I perform by integrating ClickSend with Instantly?
Integrating ClickSend with Instantly allows you to perform various tasks, including:
- Send SMS notifications for new leads captured in Instantly campaigns.
- Automatically update contact information in ClickSend from Instantly profiles.
- Trigger Instantly campaign actions based on ClickSend SMS engagement.
- Create personalized SMS sequences based on lead source from Instantly.
- Sync campaign performance data between ClickSend and Instantly.
HowdoIensuremessagesaren'tduplicatedwhenusingClickSendonLatenode?
Latenode's data mapping and conditional logic features let you prevent duplicate messages by checking for existing records or implementing deduplication rules.
Are there any limitations to the ClickSend and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both ClickSend and Instantly.
- Bulk operations are subject to the processing capacity of your Latenode plan.
