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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.

MIT

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SuiteCRM module for sending SMS via seven.

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