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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.
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ClickSend
Vitally
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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.
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.
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.
ClickSend
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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.
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.
Set Up the ClickSend and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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ClickSend
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Iterator
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Webhook response
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.
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.
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 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.
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How can I connect my ClickSend account to Vitally using Latenode?
To connect your ClickSend account to Vitally on Latenode, follow these steps:
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:
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: