Integrate EvaluAgent with ClickSend

Send information between EvaluAgent and ClickSend automatically, without writing any code, using Zoho Flow.

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Generate a new contact in ClickSend each time a new contact is created in EvaluAgent

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in ClickSend each time a new contact is created in EvaluAgent.

How it works
  1. The flow triggers when a new contact is created in EvaluAgent.
  2. Zoho Flow creates a new contact in ClickSend.
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Generate a new contact in ClickSend each time a new contact is created in EvaluAgent

EvaluAgent + ClickSend

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Supported triggers and actions

Integrate EvaluAgent and ClickSend using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Evaluation created

Triggers when a new evaluation is added

Contact created

Triggers when a new contact is created

Contact added

Triggers when a new contact is added to the specified list

SMS received

Triggers when a new SMS is received

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create user

Adds a new user

Update user

Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

Send voice message

Sends a text-to-speech message to a mobile phone or landline number

Create contact list

Creates a new contact list

Send email campaign

Sends a new email campaign

Create contact

Creates a new contact

Send letter through post

Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.

Send MMS

Sends a new MMS

Send SMS

Sends a new SMS

Send SMS to contact list

Sends a new SMS to the selected list of contacts

Send fax

Sends a new fax

Send postcard

Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.

Transfer contact to list

Moves an existing contact from one list to another

Update contact list

Updates the details of an existing contact list

Fetch contact list

Fetches a contact list by name

Update contact

Updates the details of an existing contact by ID

Copy contact to list

Copies an existing contact from one list to another

Fetch contact

Fetches the details of an existing contact

Fetch email campaign

Fetches the details of an existing email campaign

What is EvaluAgent?

EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.

Customer Support

What is ClickSend?

ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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