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Custom Functions

Send SMS from Custom Function

To send SMS from a Custom Function using automation workflow rules based on specific conditions, follow these steps:

  1. Open Settings > Automation > Workflow rules > Create New.
  2. Select Module (Lead or Contact)
  3. Provide a "Rule Name" and click Next.
  4. Configure "Record Action," "Condition," and then select "Function" as an instant action.
  5. Select "New function."
  6. Choose "Write your own" for the function.

  7. Provide a function name and click on Create.

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  8. Edit Arguments and add the following arguments (For adding “Param” value insert # then select module and field):

    For the Leads module:

        ID = Lead ID

    For the Contact module:

        ID = Contact ID

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  9. Copy and paste the provided code for the respective modules and save the function.

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messageToBeSent = " TEST!!!! Add the message content here";
resp = zoho.crm.getRecordById("Leads",ID);
Mobile = resp.get("Mobile");
d7smsAccToken = zoho.crm.getOrgVariable("d7sms__D7API_Token");
d7smsfrom = zoho.crm.getOrgVariable("d7sms__from");
mo_url = zoho.crm.getOrgVariable("d7sms__apifunctionurl");
report_url = mo_url.replaceAll("d7sms__mosms","d7sms__recdlr");
ph_num = Mobile.replaceAll("[^0-9]","");
if(messageToBeSent.len() > 0)
{
    if(ph_num.length() > 6)
    {
        numlist = ph_num.toList(",");
        data = {"messages":{{"originator":d7smsfrom,"recipients":numlist,"content":messageToBeSent,"report_url":report_url}}};
        response = invokeurl
        [
            url :"https://api.d7networks.com/messages/v1/send"
            type :POST
            parameters:data.toString()
            headers:{"Content-Type":"application/json","Authorization":"Bearer " + d7smsAccToken}
        ];
        status = response.getJSON("status");
        request_id = response.getJSON("request_id");
        updateMap = {"Name":"Lead SMS Generated from Custom function","d7sms__Message":messageToBeSent,"d7sms__Source":d7smsfrom,"d7sms__Destination":ph_num,"d7sms__Direction":"Outgoing","d7sms__Status":status,"d7sms__Lead":ID,"d7sms__Request_ID":request_id};
        m = Map();
        l = List();
        l.add(updateMap);
        m.put("module","d7sms__D7SMS");
        m.put("data",l);
        resp = zoho.crm.invokeConnector("crm.create",m);
    }
}

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messageToBeSent = " TEST!!!! Add the message content here";
resp = zoho.crm.getRecordById("Contacts",ID);
Mobile = resp.get("Mobile");
d7smsAccToken = zoho.crm.getOrgVariable("d7sms__D7API_Token");
d7smsfrom = zoho.crm.getOrgVariable("d7sms__from");
mo_url = zoho.crm.getOrgVariable("d7sms__apifunctionurl");
report_url = mo_url.replaceAll("d7sms__mosms", "d7sms__recdlr"); 
ph_num = Mobile.replaceAll("[^0-9]","");
if(messageToBeSent.len() > 0 )
{
    if(ph_num.length() > 6)
    {
        numlist = ph_num.toList(",");       
        data = {"messages":{{"originator":d7smsfrom,"recipients":numlist,"content":messageToBeSent,"report_url":report_url}}};
        response = invokeurl
        [
            url :"https://api.d7networks.com/messages/v1/send"
            type :POST
            parameters:data.toString()
            headers:{"Content-Type":"application/json","Authorization":"Bearer " + d7smsAccToken}
        ];
        status = response.getJSON("status");
        request_id = response.getJSON("request_id");
        updateMap = {"Name":"Contact SMS Generated from Custom function","d7sms__Message":messageToBeSent,"d7sms__Source":d7smsfrom,"d7sms__Destination":ph_num,"d7sms__Direction":"Outgoing","d7sms__Status":status,"d7sms__Contact":ID,"d7sms__Request_ID":request_id};
        m = Map();
        l = List();
        l.add(updateMap);
        m.put("module","d7sms__D7SMS");
        m.put("data",l);
        resp = zoho.crm.invokeConnector("crm.create",m);
    }
}