{"id":32226,"date":"2021-12-09T12:43:27","date_gmt":"2021-12-09T11:43:27","guid":{"rendered":"https:\/\/www.sms77.io\/docs\/third-party-solutions\/agile-crm\/"},"modified":"2021-12-10T11:00:30","modified_gmt":"2021-12-10T10:00:30","slug":"agile-crm","status":"publish","type":"docs","link":"https:\/\/www.seven.io\/en\/docs\/third-party-solutions\/agile-crm\/","title":{"rendered":"Agile CRM"},"content":{"rendered":"

Agile CRM offers great flexibility via their tool for marketing automation<\/a>. In this document we will briefly explain you how to send a SMS each time a contact has been created. The workflow can be adjusted to meet most requirements with just a few tweaks.<\/p>\n

Open up your Agile CRM administration panel and click on Automations<\/i>. If the navigation pane is condensed, it is labeled with the cog icon.<\/p>\n

Choose your event of choice. We will focus on the event named Contact Added<\/i>, which fires every time a contact has been created.
\nPress Go<\/i> and click JSON IO<\/i> on the second page of actions located in the actions pane on the left side.<\/p>\n

Request URL<\/h2>\n

We need to set the URL for communicating with the sms77 API in a secure manner. Set URL<\/i> to https:\/\/gateway.sms77.io\/api\/sms<\/b>.<\/p>\n

Request Method<\/h2>\n

Setting the Method type<\/i> defines the request method. Make sure it is set to Post<\/b>.<\/p>\n

Request Parameters<\/h2>\n

We must add the two required Params<\/i> which are required for the API request.<\/p>\n

Message Text<\/h3>\n

Set the key<\/i> to text<\/b>.
\nSet the value<\/i> to A new contact with email {{email}} was created.<\/b>.
\nSee the {{email}}<\/i> part? It gets replaced with the contacts email, if set. It is powered by mustache templates<\/a> and offers lots of possibilities.<\/p>\n

Message Recipient<\/h3>\n

Set the key<\/i> to to<\/b>.
\nSet the value<\/i> to the recipient number who should receive the SMS, e.g. +491771783130<\/b>.<\/p>\n

Request Headers<\/h2>\n

We need to add a few Headers<\/i> for communication with the API to succeed.<\/p>\n

Accept<\/h3>\n

Set the key<\/i> to Accept<\/b>.
\nSet the value<\/i> application\/json<\/b>.<\/p>\n

Content-Type<\/h3>\n

Set the key<\/i> to Content-Type<\/b>.
\nSet the value<\/i> application\/json<\/b>.<\/p>\n

X-Api-Key<\/h3>\n

Set the key<\/i> to X-Api-Key<\/b>.
\nSet the value<\/i> to your sms77 API key, which you can find in your developer dashboard<\/a>, e.g. aBc129518JGewgghrwGWg42GEWmg4h4H4mERgeOekke<\/b>.<\/p>\n

\"Agile<\/p>\n

We are done setting up the JSON IO action. Click on Save<\/i> and use drag & drop to connect the Start<\/i> node with out JSON IO<\/i> node which we have just created.<\/p>\n

\"Agile<\/p>\n

Testing<\/h2>\n

After setting up our request let’s make sure it is actually working. Open up the Test<\/i> tab and click on the link. An output similar to the following should pop up.<\/p>\n

You are now good to go. Every time a new contact gets added, the number defined in the to<\/i> parameter will receive a SMS.<\/p>\n

\"Agile<\/p>\n","protected":false},"featured_media":0,"parent":17826,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-32226","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/docs\/32226","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/comments?post=32226"}],"version-history":[{"count":3,"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/docs\/32226\/revisions"}],"predecessor-version":[{"id":32235,"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/docs\/32226\/revisions\/32235"}],"up":[{"embeddable":true,"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/docs\/17826"}],"next":[{"title":"Beehive","link":"https:\/\/www.seven.io\/en\/docs\/third-party-solutions\/beehive\/","href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/docs\/27953"}],"prev":[{"title":"RosarioSIS","link":"https:\/\/www.seven.io\/en\/docs\/third-party-solutions\/rosariosis\/","href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/docs\/32170"}],"wp:attachment":[{"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/media?parent=32226"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.seven.io\/en\/wp-json\/wp\/v2\/doc_tag?post=32226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}