MSG91 Add-On Detailed Documentation - WorkDo.io

MSG91 Add-On Detailed Documentation

Introduction The MSG91 Add-On enables automated SMS notifications across multiple Add-Ons by integrating your platform […]

Introduction

The MSG91 Add-On enables automated SMS notifications across multiple Add-Ons by integrating your platform with the MSG91 messaging service. Once activated, it allows administrators to send real-time alerts, reminders, and updates via text messages to users, employees, or clients. With customizable templates and dynamic variables, each notification can be tailored to suit specific events or Add-Ons like HRM, Projects, Invoices, CRM, and more. This Add-On is especially useful for improving communication, ensuring timely updates, and maintaining a professional touch through branded SMS delivery using your registered Sender ID.

How To Install the MSG91 Add-On?

To Set Up the MSG91 Add-On, you can follow this link: Setup Add-On

Note: You need to add your phone number while creating the user to have access to the MSG91 Add-On.

How to Configure the MSG91 Add-On

  • After purchasing the MSG91 Add-On, go to the system settings page of your dashboard and find the MSG91 tab from the available options.
  • Inside the MSG91 settings, enter the following credentials:
    • MSG91 AuthKey
    • MSG91 Sender ID
  • To obtain your MSG91 AuthKey, visit this guide on locating your MSG91 authentication key.
  • To create a new Sender ID, go to this tutorial on how to add a sender ID in MSG91.
  • Once both AuthKey and Sender ID are entered in the system settings, toggle switches will appear for enabling notifications on various Add-Ons. Turning these on will ensure SMS notifications are sent when related activities occur.
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  • Navigate to the Notification Templates section and click on the MSG91 tab, which will display all the Add-On notifications templates that can send out notifications via MSG91 integration.
  • Here, you can change the default notification messages for each Add-On based on your preferred language, and the system also shows the list of supported variables that can be inserted into the message templates.
  • You can select a notifications template (like Create User, New Invoice, New Proposal, etc.), choose a language, and edit the message format using the dynamic variables listed to personalize each notification message.
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  • After editing a template, click Save to apply the changes; this customized message will then be used each time that specific event triggers a notification through MSG91.
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  • If you enable the Create User notification from the General settings tab, a message will automatically be sent via MSG91 to the new user as soon as their account is created.

Here is the list of Add-Ons and their notifications.

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