ClickSend Integration In Dash SaaS – SMS & Voice Messaging Automation

Click Send Integration in Dash SaaS

Click Send is a communication Add-On that enables you to send SMS messages, schedule SMS communications, make voice calls, and manage contacts across multiple business modules.

Introduction

Click Send is a communication Add-On that enables you to send SMS messages, schedule SMS communications, make voice calls, and manage contacts across multiple business modules. This software integrates with various modules, including General, Account, Appointment, CMMS, Contract, Fleet, HRM, Lead, POS, Recruitment, and many more, to provide seamless notification delivery through SMS and voice calls.

How To Install the Add-On?

To Set Up the Click Send Add-On, you can follow this link: Setup Add-On

How to use the Click Send Add-On?

Settings Configuration

  • To start using Click Send, you need to configure your account settings first. Go to Settings and then click on Click Send. You will need three important details from your Click Send account: your User Name, API Key, and Sender Phone number.
  • Enter your unique Click Send User Name in the first field. Then add your unique Click Send API Key that you received from Click Send. Finally, enter the phone number that you used to create your Click Send account as your Sender Phone. Make sure you get the correct credentials from the official Click Send Developer Portal before setting up.
  • To get these credentials, log in to your Click Send account or create a new one if needed. Visit the Click Send API documentation at: https://developers.clicksend.com/docs to generate your API key.
  • Once you have all the details, save your settings to activate Click Send in your WorkDo Dash platform
Clicksend

Manage Contact

  • After purchasing and installing this Add-On, first you go to the sidebar and search for the Click Send Add-On.
  • On this page you can easily create a new contact by clicking the “Create” button at the top of the contact page.
  • You will need to enter important details such as the name, email, mobile number, city, state, and zip code.
  • The list page shows all contacts with columns like Name, Email, Phone, and City. You can use search, export, reset, and reload buttons to manage your contact list data.In the Actions column, you can click the “Edit” button to modify contact details or “Delete” button to remove a contact from the system.
Clicksend

How To Send SMS

  • After creating the contact record, navigate to the send SMS page. Here you can start sending a new SMS by clicking the “Create” button given at the top of the send SMS page.
  • First, select the type by choosing one of the radio button options: Custom, User, or Contact. If you choose Custom, a mobile number field will appear where you can enter the recipient’s phone number directly. If you select User, a dropdown menu will show available users from your system. If you choose Contact, a dropdown will display your saved contacts. After selecting the recipient, enter your SMS message.
  • On the list page, you’ll see all sent messages in a table with columns including ID, Message ID, From, Recipient, Message, Status, and Sent Time. This allows you to track the delivery status and history of all your SMS communications.
Clicksend

Manage Scheduled SMS

  • To schedule an SMS for future delivery, click the “Create” button on the scheduled SMS page.
  • Choose the recipient type using the radio buttons: Custom, User, or Contact. Based on your selection, either enter a mobile number directly, select from the users dropdown, or choose from the contacts dropdown. Set the scheduled date and time when you want the message to be sent, then enter your SMS message. Click “Schedule” to set up the future delivery.
  • The list page shows scheduled messages with columns for ID, To, Message, Scheduled Time, and Status. With the help of the Actions column you can easily Delete scheduled messages before it is sent.
Clicksend

Manage Voice Call

  • To make a voice call, click the “Create” button at the top of a voice call page. Select the recipient type using the radio buttons: Custom, User, or Contact. Depending on your choice, enter the mobile number, select a user, or choose a contact.
  • Select the language from the dropdown menu for the voice message, then choose the voice type (Female or Male) from the voice dropdown. Enter your message in the SMS field which will be converted to speech for the voice call, then click “Call”.
  • The list page displays all voice calls with columns for ID, To, From, Voice, Message, Status, Country, Price, and Date. In the Actions column, you can click “Delete” to remove call records from the system.
Clicksend

Note: Here is a list of some Add-Ons that we can easily connect to with the Click Send Add-On.

Contact Us

Reach Out to Us

Have questions or need assistance? We're here to help! Reach out to our team for support, inquiries, or feedback. Your needs are important to us, and we’re ready to assist you!

money-back-img
money-back-img

Need more help?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

Love what you see?

Do you like the quality of our products, themes, and applications, or perhaps the design of our website caught your eye? You can have similarly outstanding designs for your website or apps. Contact us, and we’ll bring your ideas to life.

WorkDo Custom Services