Combining the power of two great tools of Salesmate - Workflows and Sequences you can auto-enroll a contact or multiple contacts to a sequence using the webhooks.
You could create a workflow or directly call the below API.
Method:
POST
Request / URL to notify:
https://apis-new.salesmate.io/v3/sequences/{{sequenceId}}/enroll
Example: https://apis-new.salesmate.io/v3/sequences/00e28332-1b85-4924-ab38-aca131590d94/enroll
| Field Name | Description |
| sequenceId | It is your sequence's unique id (you can fetch the sequence id from the address bar while you edit a sequence) |
Headers:
| Field Name | Description |
| Content-Type | application/json |
| sessionToken | {{sessionToken}} (you can find it under your profile icon top right corner >> My account >> Access Key >> Session Key / Session Token) |
| x-linkname | {{linkname}} (your Salesmate URL/ domain name) |
Example:
| Content-Type | application/json |
| sessionToken | 677ef771-6ac1-11e9-ad1e-7f600c29e1d7 |
| x-linkname | demo.salesmate.io |
Body: raw - JSON (application/json)
{
"smtp": {{smtpId}},
"fromNumber": "{{fromNumber}}",
"sequenceId": "{{sequenceId}}",
"startFromStage": "{{StageId}},
"startFromDate": "{{Contact.createdAt}}",
"contacts": ["{{Contact.id}}"] ,
"isImmediateExecutionOfFirstStageEnabled": true/false
}
Example:
{
"smtp": 0,
"fromNumber": "+17xxxxxxxx9",
"sequenceId": "00e28332-1b85-4924-ab38-aca131590d94",
"startFromStage": "3225aa30-eb24-11e9-88f7-c331e90f1d83",
"startFromDate":"{{Contact.createdAt}}",
"isImmediateExecutionOfFirstStageEnabled": true,
"contacts": ["{{Contact.id}}"]
}
| SMTP | 0 | Default, send via Salesmate emails. |
| xxx | A three-digit id of your SMTP which you can fetch by heading to the Emails >> Right Click on the page >> Inspect element >> Compose any email. It will fetch smtp details. Note the id of the email through which you would like to send this sequences emails. | |
| fromNumber | Your Salesmate number via which you want to send out the texts. This number should have SMS capability and should be specified with country code. (Required only when you have Texts Stage in a Sequence) | |
| startFromStage | StageId of the sequence from where you would like this sequence to be executed for the contact/s being enrolled. | |
| startFromDate |
Date when would like the sequence to be initiated in yyyy-dd-mm format. |
| isImmediateExecutionOfFirstStageEnabled | If you want to immediately execute the Sequence select true, if you want to schedule the Sequence select false. |
| contacts | Array of contactIds which you would like to enroll in the sequence ( open a contact in its detail view and view the contactid in the URL listed) |
Note: Here only the contact Id variable needs to be specified in the array of contacts as it will enroll contacts one by one as they are created/updated or based on the logic that you have set as an "Execute on" step of the workflow.
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