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ClickUp SMS Integration
This article will show you some of the ways you can integrate SMS software with ClickUp. Automate tasks and accomplish more desired outcomes.
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Send SMS with TextSpot
Connect ClickUp to TextSpot for a seamless SMS integration.
ClickUp SMS Integrations 101
To create an integration between ClickUp and SMS software you need to understand the workflow that automates tasks: Triggers and Actions.
*When this happens...
Triggers
Triggers are the things that happen on ClickUp or on your SMS software. They are the first step in automating a task. Triggers are the “if” statement.
*Automatically do this...
Actions
Actions are what happens after a trigger on ClickUp or your SMS Software. Actions are the “then” statement of your automation.
Popular ClickUp + SMS Software Integrations
- When a team member replies via SMS, a task comment is posted in ClickUp to keep the conversation documented.
- When a web form is submitted, a new document is generated in ClickUp to store the form details.
- When a new task is added, an SMS notification is sent to the assigned person.
Everything You Can Do with a ClickUp SMS Integration
This is everything we know is possible when it comes to automating sending text messages with ClickUp and other integrations that enhance the experience of working with ClickUp.
When ClickUp is the Trigger:
| When this happens in ClickUp | Do this with SMS software... |
|---|---|
| New Comment in Task | Send SMS to Assignees/Watchers |
| New Folder/List Created | Send SMS to Assignees/Watchers/Clients |
| Task Status Changes | Send SMS to Assignees/Watchers |
When SMS software like TextSpot is the Trigger:
| When this happens in your SMS software... | Do this in ClickUp |
|---|---|
| Web Form Submission | Create a Document/Folder/New Space, Send a Chat Message to a Team Member |
| Incoming Message | A Comment is Posted to a Task |
| Keyword Detected | Create a Task/List/Document, Send a Chat Message |
Integrate ClickUp with TextSpot
Automate your ClickUp SMS tasks. Create workflows, sync data, send text messages and more.