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.