seven-io / SuiteCRM

SuiteCRM module for sending SMS via seven.

seven SMS module for Suite CRM

This module requires at least PHP 7.4. Only tested with SuiteCRM 7.x, but it should work well with 6.x too.

Installation

• Download latest release
• Navigate to Suite CRM Module Loader located in Suite CRM Admin Panel.
• Upload the download zip file and click the Install button. It will take a couple of seconds to install.
• Navigate to Admin, click seven API Configuration, fill in your API key and save.

Usage

• Go to a contact and click the envelope icon for composing a message.
• Use Contact Template Configuration for sending SMS when a new contact gets created.
• Use Lead Template Configuration for sending SMS when a new lead gets created.
• Use Account Template Configuration for sending SMS when a new account gets created.
• For inbound SMS, add a sms_mo webhook pointing to /index.php?entryPoint=seven_inbound

Placeholders

You can use the following placeholders in your messages (not workflows):

Contact / Lead

• {account-name}
• {alter-address}
• {alter-city}
• {alter-country}
• {alter-postalcode}
• {alter-state}
• {date}
• {department}
• {description}
• {email}
• {first-name}
• {full-name}
• {job-title}
• {last-name}
• {mobile-number}
• {office-phone}
• {primary-address}
• {primary-city}
• {primary-country}
• {primary-postalcode}
• {primary-state}

Account

• {account_type}
• {annual_revenue}
• {assigned_user_id}
• {billing_address_city}
• {billing_address_country}
• {billing_address_postalcode}
• {billing_address_state}
• {billing_address_street}
• {campaign_id}
• {created_by}
• {date_entered}
• {date_modified}
• {deleted}
• {description}
• {employees}
• {id}
• {industry}
• {modified_user_id}
• {name}
• {ownership}
• {parent_id}
• {phone_alternate}
• {phone_fax}
• {phone_office}
• {rating}
• {shipping_address_city}
• {shipping_address_country}
• {shipping_address_postalcode}
• {shipping_address_state}
• {shipping_address_street}
• {sic_code}
• {ticker_symbol}
• {website}

Workflows

You can use the workflow action sevenSms to send SMS. The action works with the following modules:

• Accounts
• Contacts
• Employees
• Leads
• Users

Support

Need help? Feel free to contact us.