Set up a Workflow action to Send SMS:

Scenario: Send a thank you SMS to the Client when the invoice amount is paid.

1. Go to Main Menu > CRM Settings > Automation > Workflow.
2. Click on "New workflow".
   
   
   
3. Create a Workflow
   
   

   
   

   1.  The New Workflow edit form will appear, provide the required details.
   2. "Workflow Name", provide the name of the Workflow.
   3. "Description", provide the description of the Workflow. 
   4. Select the preferred Module from the "Target Module" drop-down. For example, we would be using the Invoice module. 
   5. "Status", specify the status of the Workflow Active or Inactive. the Workflow will be executed when the status is set to active.
      
      
4. Workflow Trigger.
   1.  Select the Invoice creation option under the Trigger Workflow block.
      
      
      
5. Under the ‘Workflow Condition’ tab, Click on the Add Condition and provides the required conditions to execute the task.
   
   
   
6. Under the ‘Workflow Actions’ Click on the Add Action drop-down tab and Click SMS Task.
   
   
   
7. Create SMS Task window will pop up to provide required details and after composing SMS, Click on the Save button.
   
   
   
8. Click on the Save button to save the workflow. This will closes the window that opened in Step 3.

   
   
   

   Field Name	Descriptions
   Action Title	Provide Action Title of SMS, this is just for internal reference.
   Recipients	You can select various Mobile fields from the drop-down that you intend to send SMS to Customers
   Add Field	You can add a field from the module field tokens in the SMS composer
   Sender	Enter the Mobile number from which you need to send the SMS.
   SMS Text	You can compose a message body in SMS Text.