Automated SMS Notifications from Zoho Creator - Video Guide

Transcript

00:00 In this video, we will see how to integrate Zoho Creator with SMS Magic. Okay. So in this video, we are going to see how we can integrate Zoho Creator with SMS Magic app. So this is my Zoho Creator home screen in which I have installed two apps and that comes by default. First is hotel room reservation. Another one is patient medical history, so how we can integrate this with SMS Magic and how to take out the SMS using Zoho Creator and SMS Magic. I’m going to describe that. So for now, I’m just selecting hotel room reservation system application. I’m clicking on hotel room app. So the form appears here. So for sending an SMS, the mobile number field is necessary. So if it is not there in the form. You should enter this field. Enter this field in the Zoho Creator app after

00:48 this. You need to go click on this. Edit this application. I’m clicking on this. After clicking on it in this application, we need to go to and workflow button and create a new workflow. Here, we have to choose on which app you are using. I’m using a room booking app. So here we have to choose a condition, on run when a record is, and select condition like a record event is created, is edited or deleted. For now, I’m selecting created or edited, then form event when to trigger workflow. For this, there are many rules defined here like field rules, on load of the form, user input in the field validation, on form submission and I am selecting here a successful form submission. The last option here then it is asking for a name of the workflow. I can give any workflow name. For now, I’m playing, giving the name as

01:34 send SMS 123 and clicking on create workflow. Then a new page appears where it’s ask for a new action. So I’m clicking on new action here. Then it’s asking for what will be the new action. We need to give the action as notification through SMS. As we need to send an SMS, I am clicking on this notification. Then we want to send a notification through SMS. So I’m clicking on this send SMS button, then it will ask for a connection.

02:04 If there is no connection, then we have to add a connection now. For now, I’m adding a connection. Then it will ask for an SMS Magic account, so I’m clicking on SMS Magic here. So it will ask for a connection name. I am giving a connection name as SMS Magic 123. It is for administrator or login users. Here I am saying login users. Selecting the option as all actions and all modules, and I will select this checkbox to always use the same authorization. Then clicking on create and authorize button for authorizing account. If this is already authorized, then you can

02:41 click reuse. If it is not, then have to click link a new account. Then I have to provide here all the details from the SMS Magic account. We need to navigate to the SMS Magic portal and provide all the credentials that we are using. Here, all credentials we can get from the get started page of SMS Magic. So I’ll be copying the API key, the email address, which needs to entered in username. I’m again navigating to SMS Magic get started page where there is username. Okay. So username I have given already from SMS Magic portal. Then I am giving API key, then sender id. For sender id, I have to again go to SMS Magic portal. Settings tab and then my sender id’s option where the sender id is seen. Copy this numerical sender id and paste it into this recruit

03:29 page. I’m just copying this sender id here and then select domain. It’s global as I’m using a India data center. I’m using in global because for India and us, it’s the same data center. The name of the authorizing account, it can be anything. I’m giving here three one two four. And a unique name you can give here, then you need to click on authorize. The authorize is successful. Then I’m on okay. So once this is done, the connection will appear here. Then you have to select the field to which you have to send. I’m selecting here mobile number and the message you can give anything like this or. I’m adding some fields like here check-in check. Check-in date is, and you need to click on insert. Okay. I’ve given in check-in and check-out date is you can click here, check out here. So you

04:12 can use the insert fields here. Many insert fields are available here. You can give any of them, and then you need to click on save. Okay. Okay. So execute without any condition okay. And I’m just clicking on done. And when you are assessing this application, like hotel room, you are giving any hotel room. So I’m giving my name, last name, email address, mobile number. Any address, UK. Okay. Check-in date and check-out date number of rooms, room type. This is the application that will come by default. You can change any other requirement. So when I click on book now, it should trigger an SMS. So I click on book now. Also, confirmation message has been sent to you. So we can go here in the SMS Magic portal in campaign message history option. Yeah. So in message history, you, you will be able to see that the message has been triggered, and the message that we

05:01 have done is