Outzap - Advanced Features

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 2: Creating the Automation

After activating the workflow, let's create our automation. Click on "Create New Rule", select the desired module, and give the rule a name.

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: Name the Function

We name the function as needed

Step 6: Write the Code in Zoho Deluge

We write our code in Zoho Deluge (below we have a snippet 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"}});
}