Close CRM icon

Close CRM

Consume Close CRM API

Actions83

SMS → Create

AI-generated

Overview

This node operation creates an SMS activity associated with a lead in the Close CRM system. It allows users to specify details such as the lead ID, recipient phone number, sender phone number (local phone), SMS status (e.g., draft, inbox, outbox, scheduled, sent), and the text content of the SMS. Additional optional fields include scheduling the SMS, setting the creation date, direction (inbound or outbound), delay sending time, inbox notification, and using a server-side SMS template. This operation is useful for automating SMS communication workflows, logging SMS activities, or scheduling messages to be sent later.

Use Case Examples

  1. Send an immediate SMS to a lead by specifying the lead ID, recipient phone, local phone, status as 'outbox', and the message text.
  2. Create a draft SMS for a lead to be reviewed before sending.
  3. Schedule an SMS to be sent at a future date and time with optional delay and notification settings.

Properties

Name Meaning
Lead ID The ID of the lead to create the SMS for, required to associate the SMS with the correct lead.
To Phone The phone number to send the SMS to, required for specifying the recipient.
Local Phone The phone number to send the SMS from, must be associated with an internal phone number, required for specifying the sender.
Status The status of the SMS, indicating whether it is a draft, inbox log, outbox (send immediately), scheduled, or sent log.
Text The text content of the SMS message to be sent or logged.
Additional Fields Optional additional fields to customize the SMS, including scheduling date, creation date, user attribution, direction (inbound/outbound), delay sending time, inbox notification, and SMS template ID.

Output

JSON

  • id - The unique identifier of the created SMS activity.
  • lead_id - The ID of the lead associated with the SMS.
  • to - The recipient phone number(s) of the SMS.
  • local_phone - The sender phone number associated with the SMS.
  • status - The status of the SMS (draft, inbox, outbox, scheduled, sent).
  • text - The text content of the SMS message.
  • date_scheduled - The scheduled date and time for sending the SMS, if applicable.
  • date_created - The creation date and time of the SMS activity.
  • direction - The direction of the SMS (inbound or outbound).
  • send_in - The delay in seconds before sending the SMS (for undo functionality).
  • template_id - The ID of the SMS template used, if any.

Dependencies

  • Close CRM API
  • An API key credential for authentication

Troubleshooting

  • Ensure that the Lead ID, To Phone, and Local Phone fields are provided and valid, as they are required for creating an SMS.
  • If the status is set to 'scheduled', the Date Scheduled field must be provided and correctly formatted.
  • Check API authentication credentials if requests fail due to authorization errors.
  • If using a template ID, ensure the template exists and is accessible in the Close CRM system.

Links

Discussion