How to Send automated SMS via Kylas Workflows?

This article covers the steps to be performed to send automated SMS to Leads or Contacts. 

Prerequisites:

1. Product Plans: Elevate 
   
2. Activities to be completed: Kylas SMS app installed and configured to send manual SMS. Please refer the following article in not configured already. How to Install SMS application?

3. Permissions: Workflow: Create

Steps:

Step 1: Log in to Kylas Sales CRM and navigate to CRM settings -> Automation -> Workflows

Step 2: Click 'Add a workflow' button 

Step 3: On the 'Create a new workflow' page 

1. Create a workflow with Webhook as an action. Please refer the following article to learn How to Create webhooks using Kylas workflow ?
   
2. Choose the below values in the webhook section
   
1. URL: https://sms.integrations.kylas.io/sms/deliver_via_api.json 
   
2. Authorisation: No Authorisation required 
   
3. Parameters: As per below table
   

Entity type	Parameter Name	Parameter Type	Parameter Value
Lead	entity_type	Custom Parameter	lead
	entity_id	Lead	id
	phone_numbers	Lead	Phone Numbers
	api_key	Custom Parameter	API key of the Kylas SMS app
	template_id	Custom Parameter	Id of the template ffom the Kylas SMS app
	template	custom Parameter	content of the template with a variable (if applicable) as $var_name
	variable_var_name	Based on variable type	Based on variable
Contact	entity_type	Custom Parameter	contact
	entity_id	Contact	id
	phone_numbers	Contact	Phone Numbers
	api_key	Custom Parameter	API key of the Kylas SMS app
	template_id	Custom Parameter	Id of the template ffom the Kylas SMS app
	template	custom Parameter	content of the template with a variable (if applicable) as $var_name
	variable_var_name	Based on variable type	Based on variable
Deal	entity_type	Custom Parameter	deal
	entity_id	Deal	id
	contacts	Deal	Associated Contacts
	api_key	Custom Parameter	API key of the Kylas SMS app
	template_id	Custom Parameter	Id of the template ffom the Kylas SMS app
	template	custom Parameter	content of the template with a variable (if applicable) as $var_name
	variable_var_name	Based on variable type	Based on variable

How to get the API key from Kylas SMS app?

1. Login to Kylas sales CRM 
   
2. Navigate to Kylas Marketplace -> Installed apps section
   
3. Click on the 'View Details' button available in front of the Kylas SMS application 
   

1. Login to the application 
   
2. Navigate to the 'API Keys' section 
   
3. Copy the API key available in the highlighted area below 
   

How to get the template id and Template from Kylas SMS app?

1. Login to Kylas sales CRM
   
2. Navigate to the Kylas SMS app as mentioned above
   
3. Go to 'SMS Template' section on the app 
   
4. Copy the id of the template that you would like to use as shown in the below image
   

       5. Copy the content of the template from the 'Template Content' column

How to insert variables in template message via workflow?
Variables are very important factor to make the SMS look personalized and most of the SMS service provider support variables in the templates. 

e.g. We have following message template, "Dear $name thanks for your interest, our team will get in touch with you"

.And the desired outcome is that the variable $name should be replaced by the first name of the Lead or Contact. 

To acheive that, while creating webhook in Kylas workflow, enter the parameter name as 'variable_name', parameter type as the required entity e.g. Lead and parameter value as the field that you would like to replace e.g. First Name

This will replace the selected Lead's First Name in place of the variable $name when the message is delivered. 

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