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How to automatically send text messages (SMS) Follow

To send an SMS once a Contact is created or updated with a "Tag" using workflows, follow below-mentioned steps:

Note: This workflow can only be used in the case of an active "Salesmate Voice & Text" feature with a valid Salesmate number enabled for Text Messaging. It will not log the SMS sent out via this method. 
  • Navigate to the Profile Icon on the top right corner
  • Click on the Setup
  • Head over to the Sales Automation category
  • Click on Workflow Management

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  • Add a Workflow - Create a "New Rule"

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1. Under Basic Information,

  • Module: Contact
  • Rule Name: Send Text
  • Description: Send text when contact is created or updated with a "Tags" equals to "SMS". Add STOP condition "Tags" not equals to "SMS_Sent" to avoid sending SMS again to the same contact.

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2. Execute On (Choose an action based on which the rule will be executed): Create or Update

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3. Rule Criteria:

  • Click on Add Condition
  • Tags - equals to - SMS [ checks this tag exists on the contact being created / updated / imported ] 
  • Tags - not equals to - SMS_Sent [ is a STOP tag that prevents the text to be sent again to the same contact ] 

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4. Choose Actions:

  • Call Webhooks

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  • Give the action name: Send SMS
  • Method: POST
  • URL To Notify: https://apis.salesmate.io/text-and-calling/v1/text-messages/single
  • Headers Tab: Add the key and values as below for your salesmate domain
key value
Content-Type application/json
accessToken 817bb2f0-a486-11e7-8d3c-************
x-linkname *********.salesmate.io

 

Note: 

1. accessToken can be fetched 

  • Profile Icon
  • My Account
  • Access Token

2. x-linkname should be picked from the above link as guided below

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  • Click on Save
  • Navigate to Body Tab: Select option : raw: JSON(application/json)

Copy the below content to the body area and change the fields as needed.

{
"toNumber": "{{Contact.mobile}}",
"from": "+1xxx7xxx8x",
"moduleId": 1,
"objectId": "{{Contact.id}}",
"provider": "Twilio",
"body": "Hello this is a test message."
}

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body It is the text message you would like to send (In case you want to use a field where you will enter the text message you can use that field variable example: {{Contact.description}} )
toNumber It is the number on which you would like to send the message (Here we have mapped it to Contact's mobile number)
from It is your Salesmate Mobile Number. 
associatedModuleId

It is the contact's module ID where the text message will appear.
associatedObjectId It is the related Salesmate contact to whom the message is being sent.
provider Twilio

 

  • Click Save 
  • Status should be Active - Marked in Blue Colour for the workflow to execute

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