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How to connect Monday and ClickSend
Create a New Scenario to Connect Monday and ClickSend
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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or ClickSend will be your first step. To do this, click "Choose an app," find Monday or ClickSend, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the ClickSend Node
Next, click the plus (+) icon on the Monday node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.
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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the Monday and ClickSend 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 Monday and ClickSend 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 Monday, ClickSend, 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 Monday and ClickSend integration works as expected. Depending on your setup, data should flow between Monday and ClickSend (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and ClickSend
Monday + ClickSend + Slack: When a task's status changes in Monday, an SMS update is sent to the client via ClickSend, and a notification is sent to the team in Slack.
ClickSend + Monday + Google Sheets: When a new SMS is received via ClickSend, the campaign data is logged into Google Sheets, and the project status in Monday is updated.
Monday and ClickSend integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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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FAQ Monday and ClickSend
How can I connect my Monday account to ClickSend using Latenode?
To connect your Monday account to ClickSend on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS alerts for new Monday tasks?
Yes, you can! Latenode's visual editor simplifies setting up automated SMS notifications via ClickSend when new tasks are created in Monday, ensuring immediate awareness and quicker response times.
What types of tasks can I perform by integrating Monday with ClickSend?
Integrating Monday with ClickSend allows you to perform various tasks, including:
- Send SMS reminders from ClickSend for upcoming Monday deadlines.
- Create ClickSend contacts from new contacts added in Monday.
- Trigger personalized SMS campaigns when a Monday status changes.
- Send SMS surveys via ClickSend after a Monday project completion.
- Automatically update Monday columns based on ClickSend SMS responses.
Can I use JavaScript code in my Monday Latenode workflows?
Yes, Latenode allows you to incorporate JavaScript code within your workflows, providing flexibility for advanced data manipulation and custom logic beyond standard no-code options.
Are there any limitations to the Monday and ClickSend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript for optimal handling.
- Large data volumes might affect performance, necessitating workflow optimization.
- Real-time SMS delivery depends on ClickSend's service availability.
