SMS and WhatsApp Automation – SMS-Magic Zoho Documentation https://www.sms-magic.com/docs/zoho Mon, 07 Feb 2022 13:32:02 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.11 Understanding the JSON Payload Configuration for Automation https://www.sms-magic.com/docs/zoho/knowledge-base/understanding-the-json-payload-configuration-for-sms-automation/ Fri, 04 Oct 2019 06:26:00 +0000 https://www.sms-magic.com/docs/zoho/?post_type=lsvr_kba&p=558 For your convenience, we provide the JSON Payload configuration that must be used for creating a Webhook for Automation.

Notes:
You can create the JSON Payload for a particular object by logging in to https://app.sms-magic.com and then going to Get Started > Configure > Automation.

Follow these steps to enable the JSON Payload configuration:

  1. Navigate to Get Started > Configure > Automation and click the Generate JSON button 
Generate JSON
  1. A pop-up window will appear that asks for details such as Module, Sender ID, Phone field, and SMS Templates
JSON Generator
  1. Click on the Generate JSON button to create the JSON payload configuration for setting up a webhook in Zoho CRM.
JSON generated successfully
Notes:
Copy and save this JSON payload to be used in creating a webhook. See the next section.
]]> Create Webhooks https://www.sms-magic.com/docs/zoho/knowledge-base/create-webhooks/ Fri, 04 Oct 2019 06:21:06 +0000 https://www.sms-magic.com/docs/zoho/?post_type=lsvr_kba&p=556 A webhooks gives you the ability to communicate with a 3rd-party application by sending an instant web notification every time an event occurs.

Follow these steps to create a webhook:

  1. In Zoho CRM, go to Setup and click on the ‘Actions’ sub-section in the Automation section 
  1. Go to Webhooks and click on the Configure Webhook button 
  1. Complete the New Webhook form:
    • Name: Type a name for the webhook
    • URL to Notify:

Here is the URL you can use based on your data center-
US > https://api.sms-magic.com/v1/zoho/webhook

EU > https://eu.api.sms-magic.com/v1/zoho/webhook

AUS > https://aus-api.sms-magic.com/v1/zoho/webhook

  1. Method: Select POST
    • Description: Briefly state the purpose of the webhook
    • Module: Select the module for which you want to Automate and ensure it matches with the module chosen in the JSON Payload.
New Webhook Form
  • URL Parameters: Click on the Add Parameter under User Defined Format. Enter the Parameter Name = text. For the Description, copy and paste the JSON payload configuration that you saved in the Generate JSON step above. 
URL Parameters
  1. Click on the Save button and your webhook is now ready to be used in a Workflow rule.
Webhook Details
]]> Associate the Webhook with the Workflow Rule https://www.sms-magic.com/docs/zoho/knowledge-base/associate-the-webhook-with-the-workflow-rule/ Fri, 04 Oct 2019 06:13:03 +0000 https://www.sms-magic.com/docs/zoho/?post_type=lsvr_kba&p=549 Follow these steps:

  1. Go to Setup > Automation > Workflow Rules and click Create Rules 
  1. Choose the Module for which you need to create a Workflow rule, then provide the rule name and description
  1. Select the When condition for the rule to execute. For this example, we are creating a workflow rule which will trigger an automated message to leads when a lead is created in Zoho CRM. 
  1. Select the records to which this rule should be applied 
  1. Select Webhook in Instant Actions
  1. Select and associate the Webhook that you created
Webhook on lead creation

The module selected for the Workflow rule and the module selected for the Webhook should be the same.

  1. Click on the Save button to finalize this process and associate the Webhook with the Workflow.
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