CRM IntegrationsZoho Qntrl

Automate Messages with Zoho Qntrl

How can I trigger messages from Zoho Qntl?

To trigger the Zoho Qntrl, you need to be enabled with the following requisites.

  1. Integrate Zoho Qntrl with Conversive.
  2. Configure the objects that you want to use in the messaging objects under the integrations tab.

How do you configure automated messages?

Select an automation in the Automation Library that is made for Zoho Qntrl and your preferred channel.

VXlJyWFqSkAb7cY0PSSniQ

Configure your CRM objects and Phone Filed and select the sender ID.

4ghVqw7VgzLfoTKa1k71dA
  1. Select the message template
  2. Provide the when the message should be sent after the trigger.
rYK9nCHB71GzxEpLesxqsg

Activate the Usecase after the configurations

88fafONTLaBF1pQ4Kt8t8A

Head to Zoho Qntrl

wB2GFG3aZFHgCn4PW4R4Gg

Click on Settings -> Business rules -> Click New Business rule

gODmv04b09uTw3yOtqM6vA

Provide the condition on when you need to trigger the message

yCBEpCN1o9OV4Hw9Rl7TkQ

Click Instant Actions -> Webhooks.

vXwBN1QtZ2YP89oSxPcyWA

Give a name for the webhook.

Provide the following information:

URL to Notify: In the below URL there will be changes on the URL with the Usecase App ID after /zohoqntrl/{paste your usecase AppID}

Environments -

AUS - https://aus-app.beconversive.com/api/v2/converse_integration/webhooks/zohoqntrl/b49c4577-080d-44f5-8da0-84393c9b82f2

US - https://app.beconversive.com/api/v2/converse_integration/webhooks/zohoqntrl/b49c4577-080d-44f5-8da0-84393c9b82f2

EU- https://eu-app.beconversive.com/api/v2/converse_integration/webhooks/zohoqntrl/b49c4577-080d-44f5-8da0-84393c9b82f2

wQYWDgxZ11GakQxFynyoQA

Provide the information below in the Parameters in standard format (JSON, XML, etc.)

Parameter Name - payload

Value Description :

{
"card_id": "${Card.Card ID}",
"assignee": "${40922000000000014_40922000000055001}",
"title": "${40922000000000006_40922000000055001}",
"phone_number": "${[Card.phone](http://Card.phone) number}",
"project_manager":"${Card.Project Manager}"
}

You need to map the details in the payload, which need to be passed to resolve the merge fields in the

left side will be the constant values, which you can use in the merge fields.

The right side will be the values that you get from Zoho Qntrl. The passed from Zoho Qntrl will be resolved in the message template and sent to the user.

u2oVI6RZVHetjt6l0VwUEA tl2pJQ6VkdqwCTpQMTzERA

Make the flow active

RxYQ39izH7V9Gv4sctaEkg

after this, whenever the flow gets triggered from the Zoho Qntrl, it will send out a configured message to the customers. You can see the logs in the activity log under the automation library tab.

NCq2HgTWJuLIA8nbE1g5WQ