How to send Zoho Voice SMS via Zoho Creator?

Follow the steps below to send automatic SMS via a Zoho Voice number directly from your Zoho Creator solutions.

Step1 :

    Login to https://creator.zoho.com/

Step 2:

To create connectors for your Creator solution:

Step 3:

Click CUSTOM CONNECTOR -> Create New

Step 4:

    Enter the connector name and save.

Step 5:

    Enter General connector details such as  Connector name , Connector link name , Description, and Logo-> Click Save and continue

Step6:

     Defines the authentication settings of the Custom Connector, such as Authentication Type, Authentication Parameters and Scopes. Choose OAuth2 Authentication as the Authenticatio type then click Save and continue.

The Authentication Parameters appears in the subsequent page as shown below:

Copy the Callback URL into your clipboard to be updated in the API console.

Step 7:

 To update the authentication parameters, open a new tab in parallel go to 'https://api-console.zoho.com/' 

This will take you to the Zoho API console where you can directly access and configure the specific authentication API ZCreatorSMS.

Click on Add Client and then choose Server-based Applications

Step 8:

    Add Client name and Homepage URL.  Paste the callback url that you copied from your creator page into the Authorized Redirect URL and click Create.

Once the new client is created, Copy the Client ID and the Client Secret values that are automatically generated from the Client Secret tab.

Step 9:

Authorization URL : https://accounts.zoho.com/oauth/v2/auth

Refresh Token URL: https://accounts.zoho.com/oauth/v2/token

Token URL : https://accounts.zoho.com/oauth/v2/token

Revoke Token URL : https://accounts.zoho.com/oauth/v2/revoke

Then click the Save and Continue button.

Step 10:

In the Creator page, now select the OAuth Scopes menu under the Security section and click Add Scope.

Key in the scope details as follows:

Scope Display Name : ZohoVoice Send SMS

Scope Value : ZohoVoice.sms.ALL

Step  11:

The first step requires you to create the connection with the specified parameters.

The next step requires you to authorize the connection for it to be functional.

Immediately after the connector is ready, Add Connection button appears, Click on Add Connection.

For a connector with OAuth2 type authentication, you will be prompted to select Scope for Connection before creating a connection.

Click Create and Authorize. The connection will be created and prompted for authorization.

Note:

You cannot edit or delete scopes once you added connections with the Custom Connector.

Step 12:

Click Authorize and proceed to authorize access to the selected service.

Make sure you provide the name for the  Connection as "zohovoice_sms" then it will redirect to a new page.

Step 13:

Now, go to Solutions. click on Create or Edit Solution

Click on the Workflow button at the top to navigate to the workflow dashboard.

Select While using the form option to specify when you need to trigger the workflow.

Key in the required details:

Click Add New Action. The actions associated with the chosen form event are displayed.

Choose Deluge Script.

Info:

Connections using Custom Connectors should be invoked using Deluge invoke URL task, mentioning the respective action API, for any specific scenario/workflow as given in the code below.

    Paste the code below and save. Finally Click Done to exit the workflow builder.

response = Map();
dataTxt = Map();
dataTxt.put("message","this is test SMS");
dataTxt.put("customerNumber",input.{FORM_FILED});
dataTxt.put("senderId","+1484292YYYY");
resp = invokeurl
[
    url :"https://voice.zoho.com/rest/json/v1/sms/send"
    type :POST
    parameters:dataTxt.toString()
    headers:{"Content-Type":"application/json"}
    connection:"zohovoice_sms"
];
info resp;

Inside the code:

input.{FORM_FILED} serves as the placeholder for the numbers submitted via your Zoho Creator solution

Hardcode the zoho Voice number that is supposed to send messages near the variable senderID

For more convenience, it is best to have the connector name as zohovoice_sms throughout the setup.