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Send message via webhook from zoho CRM

  • March 22, 2024
  • 3 replies
  • 157 views

Pablopy

Hello! I would like to know if an automatic message can be sent through a webhook that I use in zoho crm to clients, as an automatic payment reminder. How could I do this, could you help me? In this case, the message must be sent when the rule is activated on the Zoho CRM side and the event is triggered by sending the data through the webhook, such as your full name, debt and telephone number to which this automatic message must be sent.

 

 

Best answer by Gustavo Boregio

You will need Manychat’s API documentation for reference on the API: https://api.manychat.com/swagger#/

You will most likely have to:

  1. Catch the trigger from Zoho
  2. Normalize phone number in Make
  3. Create the subscriber
  4. Set any custom fields
  5. Then send a flow with a message template

Exact steps may vary based on how you’re connecting Manychat and Zoho.

I’ve done these setups several times for clients, feel free to ping me if you need help.

PS: también hablo español - estoy en Uruguay ;)

3 replies

Gustavo Boregio
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  • Manychat Community Moderator
  • Answer
  • March 22, 2024

You will need Manychat’s API documentation for reference on the API: https://api.manychat.com/swagger#/

You will most likely have to:

  1. Catch the trigger from Zoho
  2. Normalize phone number in Make
  3. Create the subscriber
  4. Set any custom fields
  5. Then send a flow with a message template

Exact steps may vary based on how you’re connecting Manychat and Zoho.

I’ve done these setups several times for clients, feel free to ping me if you need help.

PS: también hablo español - estoy en Uruguay ;)


Pablopy
  • Author
  • Up-and-Comer
  • March 22, 2024

Me alegra sabes que hablás en castellano! Si estoy necesitando ayuda! Es exactamente lo que necesito cómo podríamos arreglar? Cuanto es el monto para hacer sólo hasta el punto 4? Saludos!


Gustavo Boregio
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  • Manychat Community Moderator
  • March 22, 2024

Te mando mensaje por privado y coordinamos @Pablopy