Twilio SMS Automation

Twilio SMS Automation

Overview

For SMS Automation, we need to create a workflow rule first. After that, we need to create a webhook and associate it with the workflow rule.


You can trigger a custom SMS using webhooks from your Zoho CRM. This article will run you through the steps to set up SMS automation using webhooks. You can customize these webhooks to interact with specific modules and determine what SMS templates to be sent.

Workflow rules will be able to use these newly created webhooks as actions.

Setting up Workflow Rules to trigger Webhooks

1) Under the Automation section in the side bar, click Workflow Rules. You can also access this through Settings->Automation->Workflow Rules


2) Click the “Create Rule” button.


3) Select the module the webhook was created for in the previous steps. For this example we are using the Leads module.




4) Enter a rule name for this workflow. For example - 'Workflow rule for an SMS lead'.


5) Enter a description if you like then press Next.


6) From here you can create a workflow. Here is more information on workflows.


7) Once you have set your workflow's trigger and conditions you can assign an action. The actions can be instant or scheduled. For this example, we chose Instant Actions and selected Webhook.




8) Select the webhook you want associated with this workflow then click Associate.


To know more about configuring Webhook, you can check out this article​



9) Press Save


Congratulations! You have made your first automated SMS



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