Plivo SMS – WorkDo Dash SaaS Add-On Guide

Step 1: Create a Plivo Account

• Go to https://www.plivo.com/
• Click Sign Up or Log In.
• Verify your email and phone number as prompted.

Step 2: Get Your Auth ID & Auth Token

• After logging in, go to the Plivo Console: https://console.plivo.com/
• On the Dashboard, you’ll see your:
• Auth ID
• Auth Token

Step 3: Get Your Sender ID (Phone Number)

• You can either buy a phone number or request an alphanumeric sender ID (depending on the country):
• Option 1: Buy a Plivo Number (for most countries)
• In the Plivo Console, go to:
• Phone Numbers > Buy Numbers
• Direct Link
• Choose your country and search for numbers with SMS capability.
• Click Buy next to a number to purchase it.
• This number becomes your Sender ID (used as the “from” number when sending SMS).
• Option 2: Register an Alphanumeric Sender ID (for certain countries)
• Go to Messaging > Sender IDs in the Console:
• Sender ID Registration
• Click Register Sender ID
• Fill in details like:
• Desired Sender ID (e.g., MYBRAND)
• Business name, use case, sample message
• Target country
• Submit and wait for approval (depends on country regulations)

Note: Alphanumeric sender IDs may require registration and regulatory approval in some countries, like India.

• After you do this, you get a chance to choose the notification settings. Here is the way you can enable or disable the notifications of the various Add-Ons.
• 
• You can customize notification messages language-wise. For example, if you want to change the message for new user notifications, you can do it here.
• 

• For example, If you enable the create user setting from General, then the notification via Plivo SMS will be sent to that particular user when the user is created.

  General

  • New User
  • New Sales Invoice
  • Sales Invoice Status Updated
  • New Sales Proposal
  • Proposal Status Updated
  • New Purchase
  • New Warehouse

  Accounting

  • New Customer
  • New Revenue
  • New Vendor

  Appointment

  • New Appointment
  • Appointment Status

  CMMS

  • Work Order Request
  • New Supplier
  • New POs
  • Work Order Assigned
  • New Component
  • New Location
  • New PMs

  Contract

  • New Contract

  HRM

  • New Monthly Payslip
  • New Award
  • New Event
  • Leave Approve/Reject
  • New Announcement
  • New Holidays

  CRM

  • New Lead
  • Lead to Deal Conversion
  • New Deal
  • Lead Moved
  • Deal Moved

  Sales

  • New Quote
  • New Sales Order
  • Meeting Assigned

  Recruitment

  • New Candidate
  • Interview Schedule
  • Convert To Employee
  • New Job Posting

  Project

  • New Project
  • New Task
  • New Bug
  • New Milestone
  • Task Stage Updated
  • New Task Comment

  Zoom Meeting

  • New Zoom Meeting

  Fix Equipment

  • New Accessories
  • New Asset
  • New Audit
  • New Fix Equipment Component
  • New Consumables
  • New Licence
  • New Fix Equipment Location
  • New Maintenance

  Visitor Management

  • New Visitor
  • New Visit Purposes

  WordPress Woocommerce

  • New Product

  Feedback

  • New Template
  • New Feedback Rating

  School Institute Management

  • New Teacher
  • New Admissions
  • New Parents
  • New Students
  • New Homework
  • New Time Table

  Cleaning Management

  • New Cleaning Team
  • New Cleaning Booking
  • New Cleaning Invoice

  Machine Repair Management

  • New Machine
  • New Repair Request

  Hospital Management

  • New Doctor
  • New Patient
  • New Hospital Appointment
  • New Hospital Medicine

  Timesheet

  • New Timesheet

  Notes

  • New Note

  Internal knowledge

  • New Article
  • New Book

  Innovation Center

  • New Creativity
  • New Challenge
  • New Category

  ToDo

  • New To Do
  • Complete To Do

  Documents

  • New Document

  So, this is how you can use the Plivo SMS Add-On very easily.