Zoho Meetings

Step 1: Go to CRM Settings >> Developer Space >> Function >> New function

Give Function name, Display name , Description and category as Automation

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Then click on create ,

In the next window of function editor click on Edit Arguments

Write in Function arguments as meetingId and type as int ,

Then click on Save as shown in screenshot below.

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Step 2: Now,

Need to write a custom function to copy the mobile field from the participant phone field

Copy the below function and paste it into the function editor space

meetingRecord = zoho.crm.getRecordById('Events',meetingId);
participants = meetingRecord.get('Participants');
for each  participant in participants
{
participantType = participant.get('type');
info participantType;
recordModule = null;
if(participantType == 'contact')
{
recordModule = 'Contacts';
}
else if(participantType == 'lead')
{
recordModule = 'Leads';
}
else if(participantType == 'deal')
{
recordModule = 'Deals';
}
else
{
info 'Participant is neither contact nor lead';
}
info recordModule;
if(!isBlank(recordModule))
{
info participant.get('participant');
record = zoho.crm.getRecordById(recordModule,participant.get('participant').toLong());
info record.get('Phone');
jsonPayload = "{\"userPayload\": {\"type\": \"api\",\"userId\": \"224342\",\"apiKey\": \"51195f2232f747d827affaf54fafa79d\"},\"messageDetails\": [{\"messageId\": \"97e8d7fb-f6c3-4f24-a0a9-90e59d1c6326\",\"recipient\": [{\"channelType\": \"sms\",\"phone\": \"" + record.get('Phone') + "\"}],\"sender\": {\"channelType\": \"sms\",\"phone\": \"18339472278\"},\"lookupObjects\": [{\"referenceType\": \"" + recordModule + "\",\"referenceId\": \"" + participant.get('participant') + "\"}],\"source\": \"3000\",\"message\": {\"type\": \"text\",\"content\": {\"messageText\": \"This is reminder text \"}}}]}";
response = invokeurl
[
url :"https://api.sms-magic.com/api/v2/message/send"
type :POST
parameters:jsonPayload
content-type:"application/json"
];
}
}

Step 3: Now replace the userId, apiKey, messageId, and phone from the sms magic customer portal >> Get started >> Automation ,

Then click on Genarate JSON button then enter Module: meetings, select senderid & phone .

Enter any messge and click on Generate JSON button. A JSON code will appear , copy userId, apiKey, messageId and phone field from here.

Step 4: Than click on Save button.

Function will be saved.

Step 5: Create a workflow rule for meeting module

Give Module: Meetings, Rule_name and description .

Click on next.

Then give the condition

When do you want to execute this rule?

Select >> On a record action

And >> Create or Edit then

click on Next

In condition 1

Which meetings would you like to apply the rule to?

Select >> All Meetings

Click Next

From Instant Actions

Select Function which we created for meeting module ,

Than click on Save.

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Now create any meeting by adding participants and a phone field will appear.