Sending Messages Using Zoho CRM Workflow

In the Outzap extension, we have the WhatsApp Message module, which includes the main fields for manual message sending.

Available Fields:

• ID: GUID generated to identify the message.

• Status: Message status.

• Message: Content of the message that will be sent to the recipient.

• Account, Contact, or Lead: Lookup fields to select the recipient of the message.

• WhatsApp Message Owner: Owner of the record from which the sender’s phone number will be retrieved.

• Correspondent0: Phone number to be used for sending if no lookup fields are filled in.

• Phone: Sender’s phone number, in case the user does not have one registered.

Automating Messages with Outzap Workflow

To automate message sending, Outzap offers a built-in workflow feature that triggers messages automatically upon creation.

Let’s go through the step-by-step process to activate and configure this functionality.

Step 1: Activating the Workflow

In the Workflows menu, search for “WhatsApp Message On Create”, which is disabled by default. Then, activate this option.

Step 3: Configuring the Workflow Rules

In the example below, we’ll use a workflow that sends a welcome message to all leads created in the Leads module. We will set it as a Function Action.

Step 4: Setting Up a New Function

Here, you’ll define the new function that will be triggered by the workflow.

Step 5: Writing Your Custom Function

Write your own function

Step 5: We name the function as needed

 

Step 6: We write our code in Zoho Deluge (below we have snnipet as an example)

void automation.welcomeLeads(int id)

{
// unit test
if(id == null)
{
id = 4471297000068623023;
}
//get lead
lead = zoho.crm.getRecordById(“Leads”,id);
// defalt the superadmin as owner
_owner = zoho.crm.getRecordById(“users”,4471297000000260001);
owner = _owner.get(“users”).get(0);
// message to be sent
mesage = “Welcome” + lead.get(“Full_Name”) + “, i will be available to answer any questions you may have.”;
// Create the message in the WhatsApp message module
msgWtsapp = Map();
// Generates a temporary code for the message, which will later be exchanged for a guid
msgWtsapp.put(“Name”,”.”);
// Set message status to queued
msgWtsapp.put(“ozp__Status”,”On Queue”);
// Define the message
msgWtsapp.put(“ozp__Message”, mesage);
// Associates the Lead in the search field
msgWtsapp.put(“ozp__Lead”,{“id”:lead.get(“id”)});
// Sets the sender
msgWtsapp.put(“Owner”,owner);
//Inform the agent
msgWtsapp.put(“ozp__Agent”,”Zoho CRM Workflow”);
// create the record in the leads module by placing a worfkflow trigger
newMessage = zoho.crm.createRecord(“ozp__Whatsapp_Messages”,msgWtsapp,{“trigger”:{“workflow”}});
}

Step 7: Save and Associate

Step 13: With WhatsApp Web open and Outzap remote control enabled, we will wait for the message to load in the rocket.

Step 14: The message will be sent automatically.

Step 15: The record in the WhatsApp Message module is updated.