> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Setup for Triggering Automated WhatsApp Messages via Zoho Books

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

*\[Image]*

**2) Attach an instant Webhook action :**

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

*\[Image]*

*\[Image]*

**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](https://api.sms-magic.com/api/v2/message/send)**

**5) Json code attached below to pass in body:**

```json
{
  "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 .**

*\[Image]*