Notify request events to technicians via SMS. You can configure SMS settings to send messages through one of the following methods:
SMS notifications are configured under Notification Rules or Custom Actions Notifications.
Role Required: SDAdmin
To configure SMS Settings, go to Setup > Apps & Add-ons > SMS Settings. Mobile service is enabled by default.
Mobile Service allows you to send text messages using the SMS mail ID of technicians.
Configure SMS Mail ID
Go to Setup > Users & Permissions > Technicians.
Edit an existing technician to add the SMS mail ID or click New Technician.
Fill out the form and provide the SMS mail ID of the technician.
Click Save.
SMS Gateway allows you to send text messages using the mobile number of technicians.
Configure SMS Gateway
Go to Setup > Apps & Add-ons > SMS Settings.
Enable SMS Gateway and click Enable now.
Fill out the form using the following pointers.
Select a HTTP Method*. Available options are POST and GET.
POST - To send data to a server.
GET - To retrieve data from a server.
Enter a valid URL* to which the webhook call must be made.
Specify URL parameters and Request Headers. Type $ to insert a variable into URL parameters and request headers.
Choose the Authentication* type.
Enter the Request Payload. The request payload contains data to be sent to the server while making an API request.
Select a Request Payload Type* from the drop-down. A payload type refers to the format of the data included in the payload. Supported payload types are JSON and XML.
Enter the Response from Provider.
Click Save or click Reset to clear the gateway settings. After resetting, Mobile Service will be enabled by default.
*mandatory fields
You can verify the functioning of the SMS gateway by sending a test SMS.
After saving the settings, the Send Test SMS option will be displayed on the right-top of the page.
Click Send Test SMS.
Enter the mobile number, message, and click Send.
To customize the SMS notification template, follow these steps:
