Setup for Triggering Automated WhatsApp Messages via Zoho Books

1) Create a workflow in ZOHO Books with the desired conditions.

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2) Attach an instant Webhook action :

Follow as shown in the screenshot, make sure you pass the header as application/json only

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3) Track if the workflow is getting triggered or not under Workflow Logs

Get the template registered with any provider and pass the required fields in JSON format as raw data, add all parameters (template content,merge fields,name,language, ) in the JSON code to ensure successful message delivery

4) API to be used (Unified API) - https://api.sms-magic.com/api/v2/message/send

5) Json code attached below to pass in body:

{
  "userPayload": {
    "type": "api",
    "apiKey": "-------"
  },
  "messageDetails": [
    {
      "source": "8001",
      "recipient": [
        {
          "channelType": "whatsapp",
          "phone": "${VENDOR.VENDOR_MOBILE}"
        }
      ],
      "sender": {
        "channelType": "whatsapp",
        "phone": "91902247***"
      },
      "messageId": "salesforce external id",
      "message": {
        "type": "custom",
        "content": {
          "messageText": "Dear ${VENDOR.VENDOR_NAME} ,\nWe have successfully processed your payment.\nTransaction Reference (UTR): ${VENDOR_PAYMENT.CF.UTR number}\nThank you for your association with us.\nIf you have any questions regarding this payment, please reply to this message.",
          "type": "custom",
          "custom": {
            "type": "template",
            "template": {
              "namespace": "",
              "name": "payment_abc",
              "language": {
                "policy": "deterministic",
                "code": "en_GB"
              },
              "components": [
                {
                  "type": "body",
                  "parameters": [
                    {
                      "type": "text",
                      "value": "${VENDOR.VENDOR_NAME}"
                    },
                    {
                      "type": "text",
                      "value": "${VENDOR_PAYMENT.CF.Acc number}"
                    }
                  ]
                }
              ]
            }
          }
        }
      }
    }
  ]
}

6) You can track the SMS History from Conversive/SMS Magic Account .

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