MSG91 Add-On Detailed Documentation

The MSG91 Add-On enables automated SMS notifications across multiple Add-Ons by integrating your platform with the MSG91 messaging service.

Demo URL

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 use the MSG91 Add-On?

• After purchasing the MSG91 Add-On, go to the settings and find the **MSG91

Settings** from the available options.

• Inside the MSG91 settings, you will find fields where you need to enter two

credentials: **MSG91 AuthKey and MSG91 Sender ID**, which are necessary for enabling message sending through MSG91’s system.

• To obtain your MSG91 AuthKey, visit this link:

https://msg91.com/help/api/where-can-i-find-my-authentication-ke and follow the instructions provided on the page to locate your authentication key.

• To create a new Sender ID that will be used for delivering messages, visit:

https://msg91.com/help/sender-id/how-to-add-sender-id-in-msg91 and complete the steps given.

• Once you have entered both the AuthKey and Sender ID into the fields in system

settings, notification toggle switches will become available for various Add-Ons, turning these on ensures notifications are sent when any related activity occurs.

• 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.

• 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.

• 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.

General

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

Account

• New Customer
• New Vendor
• New Revenue

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 Award

Lead

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

Recruitment

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

Retainer

• Create Retainer
• New Retainer Payment

Sales

• New Quote
• New Sales Order
• Meeting Assigned

Mewayz Tasks

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

Training

• New Trainer

ZoomMeeting

• New Zoom Meeting

Portfolio

• New Portfolio

Spreadsheet

• New Spreadsheet

FixEquipment

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

VisitorManagement

• New Visitor

WordPressWoocommerce

• New Product

School

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

CleaningManagement

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

TimeTracker

• New Tracker

MachineRepairManagement

• New Machine
• New Repair Request

HospitalManagement

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

FormBuilder

• New Form
• Convert To Modal

Timesheet

• New Timesheet

Notes

• New Note

Internal knowledge

• New Article
• New Book

InnovationCenter

• New Creativity
• New Challenge
• New Category

ToDo

• New To Do
• Complete To Do

Documents

• New Document