Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

Hi Everyone!

Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A verified mobile number stands out as a dependable source of high-quality data. When automating processes with chatbots, you can enhance data quality by adding mobile number verification through OTP (One-Time Password)

We’ve developed a plug script that verifies customer mobile numbers using OTP (One-Time Password) integrated with Twilio. You can add this to your Codeless bot builder to make your bot smarter, your processes smoother, and your data more reliable.

Overview of verifying the mobile number with OTP:

We need two Plugs:
  • Plug 1 - Generate & send OTP to the mobile number:
  • Plug 2 - Verify the OTP 
Plug 1- Generate & send OTP to the mobile number:
  • Open SalesIQ, navigate to Settings > Developers > Plugs > Add.
  • Give a name, description for the plug. Select the Platform as Scripts, and click on Create Plug. 
  • The first step in building the plug is defining the parameters. Click on the parameters on top and declare the following. 
Input Parameter 
  • Name : phone | Type : Phone
Output Parameter 
  • Name : status | Type : String
  • Name : otp | Type : Number
Copy the code below and paste it into your plug builder. Then, make the following changes
  • In line #8, replace your account_sid (Navigate to the Twilio >  Select your account > Account info > copy the Account SID)
  • In line #12, the auth token (Navigate to the Twilio > Select your account > Account info > copy the Live/Test credential)
  • In line #19, replace your Twilio phone number. 
  1. response = Map();
  2. phone = session.get("phone").get("value").remove(" ");
  3. //Generate OTP
  4. otp = randomNumber(1000,9999);
  5. //Message body
  6. body = "Your OTP for Zylker is " + otp;
  7. //Navigate to your Twilio profile > Account > API Keys & Tokens > copy the Account SID 
  8. account_sid = "ACa988e5ee589d4c827439d1";
  9. url = "https://api.twilio.com/2010-04-01/Accounts/" + account_sid + "/Messages.json";
  10. //To get auth token, Navigate to your Twilio profile > Account > API Keys & Tokens > copy the Account SID and Auth token. 
  11. //auth = "<Account SID>:<Auth token>"
  12. auth = account_sid + ":e67e8be6805u8jc717cbd6a6a0";
  13. auth_encoded = zoho.encryption.base64Encode(auth);
  14. headers = Map();
  15. headers.put("Authorization","Basic " + auth_encoded);
  16. params = Map();
  17. params.put("To",phone);
  18. //Replace your Twilio number 
  19. params.put("From","+14173879299");
  20. params.put("Body",body);
  21. response = postUrl(url,params,headers);
  22. status = response.get("status");
  23. if(status == "delivery_unknown" || status == "undelivered" || status == "failed")
  24. {
  25. sms = "failed";
  26. }
  27. else
  28. {
  29. sms = "success";
  30. }
  31. info response;
  32. response.put("status",sms);
  33. response.put("otp",otp);
  34. return response;
Then, click Save, preview the plug, and Publish it.

Plug 2 - Verify the OTP 
  • Open SalesIQ, navigate to Settings > Developers > Plugs > Add.
  • Give a name, description for the plug. Select the Platform as Scripts, and click on Create Plug.
  • Click on parameters and declear the following.  


Input Parameter 
  • Name : systemotp | Type : Number
  • Name : visitorotp | Type : Number
Output Parameter 
  • Name : otpstatus | Type : String
Copy the code below and paste it into your plug builder
  1. response = Map();
  2. systemotp = session.get("systemotp").get("value");
  3. visitorotp = session.get("visitorotp").get("value");
  4. if(systemotp == visitorotp)
  5. {
  6. otp_status = "OTP verification successful";
  7. }
  8. response = Map();
  9. response.put("otpstatus",otp_status);
  10. return response;
Then, click Save, preview the plug and Publish it. 
NotesNote : Only published Plugs will be listed in Codeless Bot Builder. 

How to add Plugs to the Codeless bot builder?

Collect the Visitor's Phone Number
  • Use the Phone Card to get the visitor's phone number.

Generate and Send OTP
  • Configure Plug 1 to generate and send a unique OTP to the visitor:
  • Under Action Cards, select the Plugs Card and choose Plug 1.
  • Choose Phone as the input (context variable).
  • Get the OTP and its status as outputs, saving them in the bot context as system_otp and otp_status, respectively.
  • Click Save to store the configuration.

Check OTP Delivery Status
  • Add a Criteria Router Card to verify if the OTP was successfully sent:
  • In the Plug Success Flow, add a Criteria Router Card.
  • Create a rule: For a flow OTP sending failed flow by setting the context variable otp_status returning "failed" (OTP failed).
  • The Not Matched Flow represents successful OTP delivery to the visitor.

Handle OTP Input from Visitor
  • In the Not Matched Flow of the Criteria Router:
  • Use a Visitor Fields Card to collect the OTP entered by the visitor.
  • Save the visitor's input in a context variable (visitor_otp).

Verify OTP
  • Use Plug 2 to compare the generated OTP (system_otp) and the visitor-provided OTP (visitor_otp):
  • Provide both OTPs as inputs to Plug 2.
  • Assign a variable to save the verification result.

Next Steps Based on OTP Verification
  • If OTP verification succeeds: Proceed with the next flow.
  • If OTP verification fails: Prompt the visitor to re-enter the OTP and repeat the verification process using the button card.



    • Recent Topics

    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

    • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

      Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books

    • Introducing Schedules for smarter availability management

      Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability across

    • Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals

      Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts

    • Whatsapp Connection Status still "Pending" after migration

      Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • How to Filter timewise question to check uploaded one month or two months before in these community question ?

      i want to find the question that is asked some month or before any particular year, so how can i filter it ?

    • Proposal for Creating a Unique "Address" Entity in Zoho FSM

      The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

    • Workflow Down/Bug

      We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,

    • Service Locations: Designed for Shared Sites and Changing Customers

      Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.

    • Can I re-send the Customer Satisfaction Survey after a ticket closure?

      Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!

    • Filter contacts based on selected category in Zoho Desk ticket

      Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Assign Income to Project Without Invoice

      Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time

    • Tracking Non-Inventory Items

      We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

    • Profile Page View Customization

      I need to change the fields, sections from the profile view of an emplyoyee.

    • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

      Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.

    • Accessing shared mailboxes through Trident (Windows)

      Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

    • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

      I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

    • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

      TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User

    • filtering lookup field options based on information in another module.

      In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to

    • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

      Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Does the ability exist to make tax on the customer profile mandatory?

      I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

    • email association with CRM

      Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

    • Fix the speed

      It takes ages to load on every step even though my dataset is quite small.

    • Credit Note for Shipped and Fatoora pushed invoices

      We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales

    • FSM - Timesheet entires for Internal Work

      Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.

    • Add a way of clearing fields values in Flow actions

      It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

    • Role Management

      I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based

    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

    • Announcing new features in Trident for Windows (v.1.37.5.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.

    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

    • Deprecation of SMS-based multi-factor authentication (MFA) mode

      Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

    • Call description in notes

      When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into

    • Email Address for Contact not Populating

      When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?

    • New in CRM: Dynamic filters for lookup fields

      Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

    • Why hybrid project management might be the best fit for you?

      Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

    • Allow all Company Users to view all projects, but only owner/admins can change projects

      I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks

    • Next Page