ClickSend

A common requirement is for an automated alert is to be able to send a text or a call to a particular person or group of people.

In this guide we will create a trigger that would launch the flow, then send an sms to a particular person. If the sms does not get acknowledged, it would then follow-up with a call. If the call does not get acknowledged, then the call goes to a person who is an escalation point.

Requirements

  • ClickSend integration

Steps

  1. Add Trigger object to the flow
  2. Edit the trigger, name it
  3. Add ClickSend SMS
  4. Edit the action, name it, set the recipient to a valid phone number and a text message you'd like the recipient to receive. Example: Recipient: +441234567890 Message: This is an SMS. Reply with any key to acknowledge.
  5. While still editing, Move to Credentials tab add the credentials. Then move to the receipt tab, enable Process Receipt and Require Input. Enabling these options would allow the action to receive an input from the recipient and process it as part of the flow. Set an expiry i.e. for how long should the flow wait for acknowledgment. Finally press save.
  6. Add ClickSend Voice
  7. Edit the action, name it, set the recipient to a valid phone number and a voice message you'd like the recipient to receive. Example: Recipient: +441234567890 Message: This is the first call. Press key to acknowledge.
  8. While still editing, Move to Credentials tab add the credentials. Then move to the receipt tab, enable Process Receipt and Require Input. Enabling these options would allow the action to receive an input from the recipient and process it as part of the flow. Set an expiry i.e. for how long should the flow wait for acknowledgment. Finally press save.
  9. Add ClickSend Voice
  10. Edit the action, name it, set the recipient to a valid phone number and a voice message you'd like the escalated recipient to receive. Example: Recipient: ++442345678901 Message: This is the escalation call. Press key to acknowledge.
  11. While still editing, Move to Credentials tab add the credentials and press save.
  12. Edit the connected lines between the ClickSend actions to return code 404. Which means: Receipt has expired without a receipt being seen and would proceed to the next action only if that return code is given by the action.

Preview