
When this happens...
New WhatsApp Delivery Reports
New SMS Delivery Reports
New Voice Call Reports
New RCS Delivery Reports
New SendOTP Delivery
New Email Delivery Reports
New Push Notifications

Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new whatsapp Inbound and Outbound request is received.
Triggers when an SMS request is sent from your account and Provides real-time delivery reports
Triggers when a new Outbound and Inbound Voice calls.
Triggers to send the delivery reports of both inbound and outbound RCS messages.
Triggers when a OTPs is sent via SendOTP API.
Triggers when receive's delivery reports for your Emails.
Action is the task that follows automatically within your MSG91 integrations.
Send the selected campaign to recipients.
Send the selected MSG91 SMS template to one or more mobile numbers, optionally filling template variables.
Send a mail using a template.
Add a contact to the selected MSG91 Segmento phonebook, or update an existing contact when the same Contact_id is provided.
Update an existing contact in a MSG91 Segmento phonebook using the contact's Contact_id and provided field values.
Search email, phone or any other field data using filter

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your MSG91 and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in MSG91 triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how MSG91 data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between MSG91 and Sage Sales Management typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MSG91 and Sage Sales Management. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
MSG91 is a powerful communication platform that enables businesses to send transactional SMS, emails, voice calls, and WhatsApp messages with ease. It also offers a dedicated OTP service for secure two-factor authentication, helping companies deliver fast, reliable, and scalable communication to their users.
Learn MoreForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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