ClickSend

Communication

Multi-channel communications including SMS, MMS, voice, fax, letter, and postcard. Agents reach contacts through 6 distinct channels. 19 actions cover contact management, campaign creation, and multi-channel message delivery.

19 actions available

Invoice reaches 30 days past due in AR system

Agent sends SMS reminder via ClickSend to contact's mobile number

Agent checks for response after 7 days with no payment

Agent sends automated voice message at day 37 of delinquency

Agent sends formal collections letter via Send Letter at day 45

Collections activity logged in CRM audit trail at each step

High-value account letters routed to account manager for approval before send

What This Integration Enables

ClickSend integration adds six distinct communication channels to FlowRunner's toolkit. Agents send text, multimedia, voice, fax, and even physical mail as part of operational workflows. For collections, patient outreach, field communications, and regulated industries where physical documentation matters, ClickSend provides channels that digital-only solutions cannot.

Without FlowRunner

Single-channel collections AR team sends one email reminder and waits; no systematic escalation

No channel selection Every contact receives the same format regardless of their accessibility

Manual letter creation Collections letters typed manually for each delinquent account

With FlowRunner

Escalating multi-channel sequence SMS, voice, and physical letter sent at defined intervals automatically

Channel-appropriate outreach Mobile contacts get SMS; landline-only contacts get voice; all contacts get physical records

Legal documentation created Formal demand letters produced and sent with a logged approval step

Use Case Scenarios

Multi-Channel Collections Sequence

An invoice is 30 days past due. The agent starts the collections sequence. Day 30: SMS reminder. Day 37: Voice message from an automated script. Day 45: Physical letter sent via Send Letter with a formal payment demand. Each channel is appropriate to the escalation stage. The letter creates a physical record of the demand. The agent logs every communication in the CRM audit trail.

Healthcare Appointment Reminders

A medical practice uses ClickSend for patient appointment reminders. The agent sends SMS reminders 48 hours before appointments. For patients who do not confirm, it sends a voice reminder 24 hours before. For patients with fax-only preferences on file, the agent sends a fax confirmation. Each patient receives reminders through their documented preferred channel without anyone manually selecting the method.

Delivery Notification to Recipients Without Smartphones

A logistics operation serves customers who do not use email or smartphone apps. When ShipBob fires On Order Shipped, the agent sends an SMS to customers with mobile numbers and a voice message to those with only landline numbers listed. All customers get delivery notification through an accessible channel.

Human-in-Loop Highlight

Before sending a formal collections letter via Send Letter for a high-value account, the agent routes for approval via Slack: "Ready to send a formal collections letter to [Company] for outstanding balance of $[amount]. This is a legal document. Confirm send or review terms first?" The account manager reviews. Physical letters in collections contexts carry legal weight and require human authorization.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

19 actions

Contact Management

Create Contact Creates a contact in ClickSend. Used to maintain a sending list for recurring communication workflows.
Update Contact Modifies contact information. Used to keep contact data current.
Delete Contact Removes a contact. Used in offboarding and data governance workflows.
Search Contact By Email Finds a contact by email address. Used as a lookup step before sending.
Search Contact By Phone Finds a contact by phone number. Used as a lookup step for SMS and voice workflows.

Contact Lists

Create Contact List Creates a new contact list. Used to organize contacts for campaign delivery.
Search Contact List Finds contact lists by name. Used in routing workflows.
Delete Contact List Removes a contact list. Used in cleanup and governance workflows.

SMS

Send SMS Sends an SMS to a single recipient. Used for individual operational notifications: payment reminders, appointment confirmations, delivery alerts.
Send SMS To Contact List Sends an SMS to all contacts in a list. Used for bulk SMS campaigns and group notifications.
Create SMS Campaign Creates an SMS campaign for scheduled or triggered delivery. Used in structured multi-touch SMS outreach.

MMS

Send MMS Sends a multimedia message with image or video content. Used when visual content enhances the communication: product images, document visuals, location maps.
Send MMS Campaign Creates and sends an MMS campaign to a contact list.

Voice

Send Voice Message Sends an automated voice message to a single recipient. Used for high-priority notifications where text may not get through: payment overdue calls, urgent alerts.
Send Voice Message To Contact List Sends an automated voice message to all contacts in a list. Used for bulk voice notification campaigns.

Fax

Send Fax Sends a fax to a fax number. Used in regulated industries (healthcare, legal, financial) where fax is still a required or preferred communication channel for official documents.

Physical Mail

Send Letter Sends a physical letter via postal mail. Used in high-touch communication workflows: formal notices, legal correspondence, collections letters where physical delivery creates a legal record.
Send Postcard Sends a physical postcard. Used in marketing and relationship-building workflows.

API

Raw ClickSend Request Executes any ClickSend API call. Used for advanced operations not covered by pre-built actions.

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