Keep ClickSend contact lists up to date
Send the right contact details to ClickSend when your lead or customer process calls for an organized list update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact in List
Adds a contact to a contact list.
Why this helps
Manually re-entering contact details into a messaging list creates busywork and risks inconsistent records.
- Reduce duplicate data entry
- Add contacts using available phone, email, or fax details
- Keep relevant recipients organized for later communication
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the supplied contact to the specified ClickSend list using the details in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real contact and confirm the contact list and consent status.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No. Agile CRM exposes no trigger events here, so a separate process must send the contact details to the Notis webhook.
What contact information is required?
ClickSend requires at least one of phone number, email, or fax number, as well as a specific contact list.
Will this workflow send a message?
No. It adds a contact to a ClickSend list. A separate workflow would be needed to send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to ClickSend. A trigger fires from one place; an action lands in another.
Agile CRM triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
Create Email Delivery Receipt Automation
Creates a rule that triggers actions when email delivery receipts arrive.
Create Inbound Fax Automation
Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Agile CRM and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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