How to automatically send a text message via ClickSend to each new lead added to SmartSuite records

Relay.app is an automation tool that lets you automate actions across SmartSuite, ClickSend, and many other apps. In this guide, we'll show you how to automatically send text message in ClickSend for each record added in SmartSuite using Relay.app.
SmartSuite logoSmartSuite > ClickSend
Trigger
Last triggered
SmartSuite logoRecord added
ClickSend logoSend text message
1

Create your playbook and set the SmartSuite trigger as "New record added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under SmartSuite. Then, select the table you'd like to monitor. This will allow your playbook to automatically detect the newly added record in SmartSuite and initiate necessary actions.

If this is your first time using a SmartSuite integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Send text message" in ClickSend automation

Integrate the ClickSend automation into your playbook to ensure the prompt sending of a text message to each new lead added to the SmartSuite records.

Click the "Add step" button, then locate the "Send text message" automation for ClickSend and input the mandatory and relevant details.

If your ClickSend account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ClickSend account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sending of text messages via ClickSend. Once turned on, it will respond whenever a new record is added to SmartSuite by sending a text message via ClickSend without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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