Zoho Forms- Automation

Automation with SMS using workflow:

1. Firstly, you will need to integrate SMS Magic with Zoho Forms.
2. Then we can create workflow rules to automate the messages.

Depending on your business use case, you can set conditional workflows to trigger SMS notifications.

To set SMS workflows,

1. Click Rules in your form builder and navigate to Form Rules.
2. Click Configure and start defining your conditions to execute the workflow.
3. Under Actions, choose to Send SMS.

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1. Configure an SMS Template for this workflow and click Save.

2. To configure more rules to trigger SMS notifications, click +Rule, and repeat from step 2.

Check SMS Status:

An SMS notification might not get delivered to the intended respondent due to the following reasons:

• The respondent enters a phone number without a country code.
• The phone number is incorrect.
• Failure from the SMS service provider.

To verify whether SMS notifications have been delivered to your recipients, follow the steps below:

1. Navigate to All entries or Reports.
2. Under the column SMS Status, you can check the status of SMS notifications.
3. For records where the SMS status is pending, you will see the status as “Message sent to <phone number>”. You can select those records and click Refresh SMS Status to check the current status.

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FAQs

1. Is one-to-one messaging supported?

No. One-to-one messaging is not supported in Zoho Forms. to

1. Is bulk messaging supported in Zoho Forms?

No. bulk messaging is not supported in Zoho Forms.

1. Can we create automation?

Yes, Automated messages can be sent with the help of workflow based on the criteria.

1. Is it possible to use multiple sender ids?

No, we cannot use multiple sender ids.