Steps for Webhook Configuration on Zoho Books with SMS Magic
Go to Settings tab -> “Workflow actions” under “Automation” in Zoho Books.
Click on “Webhook” from the left panel.
Click on “New Webhook” to create one.
Enter the webhook details:
Name of Webhook: test_webhook_sms_magic
Module: Invoice
For the “URL & Parameters” field, log in to the SMS Magic portal.
In the SMS Magic portal, go to the “Get Started” page, then go to Step 3 from the left panel and click on the “Automation” tab.
Copy the URL to notify and paste it into the “URL & Parameters” field in Zoho Books.
Scroll down the page in Zoho Books and make sure the “Self Authorization” radio button is selected under “Authorization Type”.
In the “Body” section, select the “x-www-form-urlencoded” radio button.
In the key section, enter text. In the value section, you need to generate JSON from the SMS Magic portal and paste it here.
To generate the JSON:
Go to the SMS Magic portal.
Go to Get Started -> Step 3 -> Automation tab.
Click the “Generate JSON” blue button.
Select any random module, choose the Sender ID, select the phone field as “Phone”, and write the text content.
Click “Generate JSON”.
Copy the JSON value using “Copy to Clipboard”.
Paste the JSON value in the value field in Zoho Books. Make some changes in the JSON format:
Under “recipient”, find the “Phone” key. Remove the old value and click “Insert Placeholder”. Select “Phone” from the dropdown, then choose “Work Phone” or “Mobile Phone” from the “Contacts” Module, where the phone number is stored.
The updated value will be: "phone": "${CONTACT.CONTACT_MOBILE_PHONE}"
Under “lookupObjects”, find “referenceType”. Remove the old value and enter the module for the webhook trigger, e.g., Invoice.
The updated field will be: "referenceType": "Invoice"
Under “lookupObjects”, find “referenceId”. Remove the old value and click “Insert Placeholder”. Select the Invoice# field, which contains the Invoice ID.
The updated field will be: "referenceId": "${INVOICE.INVOICE_NUMBER}"
Save the Webhook.
Create an invoice by entering the invoice details:
Select the customer.
Make sure the customer has the “Mobile” or “Work Phone” field filled as it is used in the webhook.
Once the customer is created, attach it to the invoice. Fill in other details like “Items to be added” and save the invoice.
Go to the webhook you created and click “Save & Execute”. A pop-up will appear where you select the invoice to trigger the webhook.
Select the invoice and trigger the webhook. You can see the “Message History” on SMS Magic portal
