ClickSend and Vitally Integration

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Automatically trigger personalized ClickSend SMS campaigns based on real-time customer data in Vitally. Latenode's visual editor and affordable execution-based pricing make scaling these customer engagement automations easy, even with custom logic added via Javascript.

Swap Apps

ClickSend

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ClickSend and Vitally

Create a New Scenario to Connect ClickSend and Vitally

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 Vitally will be your first step. To do this, click "Choose an app," find ClickSend or Vitally, 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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ClickSend

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.

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ClickSend

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Connect ClickSend

Sign In

Run node once

Add the Vitally Node

Next, click the plus (+) icon on the ClickSend node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.

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Vitally

Authenticate Vitally

Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.

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Connect Vitally

Sign In

Run node once

Configure the ClickSend and Vitally Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Vitally Oauth 2.0

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The action ID

Run node once

Set Up the ClickSend and Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between ClickSend and Vitally (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 Vitally

Vitally + ClickSend + Slack: When a user's data in Vitally indicates a significant increase in activity, their information is used to trigger a targeted SMS message via ClickSend, and a notification is sent to the customer success team in Slack.

Vitally + HubSpot + ClickSend: Based on engagement scores tracked in Vitally, contacts are updated or created in HubSpot. Then, ClickSend sends a targeted SMS message to these customers managed via HubSpot workflows.

ClickSend and Vitally 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.

About Vitally

Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.

See how Latenode works

FAQ ClickSend and Vitally

How can I connect my ClickSend account to Vitally using Latenode?

To connect your ClickSend account to Vitally 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 Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger SMS alerts from Vitally based on user health?

Yes, you can! Latenode allows you to create custom workflows triggered by Vitally events, sending personalized SMS alerts via ClickSend, improving customer engagement and response times.

What types of tasks can I perform by integrating ClickSend with Vitally?

Integrating ClickSend with Vitally allows you to perform various tasks, including:

  • Send SMS confirmations when a customer reaches a specific milestone in Vitally.
  • Automatically update user profiles in Vitally based on ClickSend SMS engagement data.
  • Trigger ClickSend SMS campaigns based on user segments defined in Vitally.
  • Send personalized welcome SMS messages to new users added in Vitally.
  • Alert support teams via SMS when high-value customers show signs of churn in Vitally.

HowsecureisClickSendconnectionwithinLatenode?

Latenode uses secure authentication protocols and encryption to protect your ClickSend credentials and data during the integration process, ensuring data privacy.

Are there any limitations to the ClickSend and Vitally integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript coding.
  • Real-time data synchronization depends on the API rate limits of both apps.
  • Historical data migration between ClickSend and Vitally isn't directly supported.

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