If you need to get information quickly, SMS notification is the most effective tool. For example, a manager may need an SMS notification about a new application, and a client - about a change in order status. Using SMS modules, in Rukovoditel you can setup and configure the necessary SMS notifications.
SMS notifications are enabled in two stages:
- Step 1: install and configure the SMS module that interacts with the mailing service
- Step 2: setting the rules at which event SMS will be sent
Installation of SMS module
Go to the page "Extension - Modules - SMS Modules" and click on the "Install Module" button. A list of available services will appear on the screen. If the service you need is not in the list, add a suggestion on the forum for its integration.
After installing the module, it must be configured. Often in the module settings you need to specify your login and API key, but each service has its own rules and requirements, so detailed instructions for each module can be found on the website of the service provider.
SMS sending rules settings
After installing and configuring the module, you need to configure the rules under which SMS notifications will be sent. Go to the "Extension - Modules - SMS Modules - Sending SMS Rules" page and create a new rule.
In the form, you need to select the SMS module, then specify the entity and the sending rule.
The following rules apply:
- Send SMS when creating a record
- Send SMS when editing a record
You can send SMS:
- To the specific number specified in the form
- To the number specified in the entry
- Assigned user
There is also an option "Notify when changing the field", which allows you to send SMS only when a certain value of the field.
See an example of using SMS modules in our video review.
The video also shows detailed instructions for setting up the Telegram module:
Using the sms::send_by_id($entity_id, $item_id, $rule_id) function, you can force a SMS message to be sent by a given ID. You can use this function in automation or PHP code.
$entity_id - entity id
$item_id - record id
$rule_id - rule id
The following modules are currently implemented:
- Telegram telegram.org
- ClickSend clicksend.com
- Twilio twilio.com