Vonage SMS – WorkDo Dash SaaS Add-On Guide

Introduction

The Vonage SMS Add-On helps businesses send real-time SMS notifications, making sure important updates reach the right people without delay. Whether it’s related to invoices, revenue changes, user activity, or project updates, this Add-On improves communication by sending instant alerts to clients, team members, and admins. It is built to support fast and clear communication, helping teams stay informed, work better together, and keep everything transparent. This guide covers how to set up and use the Add-On, what kinds of notifications you can send, and how to customize them to fit your needs.

How To Install The Add-On?

To Set Up the Vonage SMS 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 Vonage SMS Add-On.

How To Use The Vonage SMS Add-On?

• Once you purchase the Add-On, navigate to the settings page, click on system settings, and find Vonage SMS.
• Over there, you will get to see vonage sms settings, navigate to that.
• Over there, you will need to add some important API credentials. To generate them, you can follow this link: Documentation link.
• After adding the credentials, you can select the Add-On for which you need to send the notifications from the list given.
• There are different notifications available for each Add-On; you can enable or disable the notifications as per your choice.
• 
• 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 Vonage 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 Vonage SMS Add-On very easily.