3. Create a New Rule:
Module:(select a Module were this workflow to take effect. e.g. Leads)
Rule Name: (you can set a Rule Name like this ,e.g. AutomatedWhatsAppmessage)
Description: (optional)
5. On Condition: ◉ Leads matching certain conditions.
①"Set some criteria for the workflow rule (e.g. only run it where the Lead source is Partner)"
≫ Next
6. on Instant Actions ≫ Create Record
7. On Creating Record
You can set the following like this;
(e.g.
Record Type : Twilio SMS Messages
Layout : Standard
Twilio SMS Message Name : Send to ${Leads.First Name}${Leads.Last Name} via workflow (Type # to insert merge field)
Twilio SMS Message Owner : Users | Logged in User
Currency : AUD
To : whatsapp:${Leads.Mobile} (Type # to insert merge field)
Message : We've received your support ticket with subject Twilio SMS integration demo and will be in touch shortly
From : Enter the Twilio number you want to send from, e.g. +14155238886
LeadName : ${Current Record} (Type # to insert merge field)
Trigger Send via Workflow :
(important)
)
when done click ≫ Save