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All integrations

CRM Messaging

Needs operator setup

Communication

WhatsApp, SMS and email through CRM Messaging, the initial communications infrastructure for OutcomeOS. Delivery and reply events feed outcome verification.

Needs an app or API origin configured by whoever runs the server before anyone can connect.

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Triggers

  • • Incoming WhatsApp message
  • • Incoming SMS
  • • Message delivery status

Actions

  • • Send WhatsApp message
  • • Send SMS
  • • Send email

Authentication

API key

  • API key · encrypted at rest
  • Default sender / number (optional)

How to connect

  1. 1

    The operator sets CRM_MESSAGING_API_BASE to the CRM Messaging API origin.

  2. 2

    Paste your CRM Messaging API key. Test connection calls the provider's account endpoint.

  3. 3

    WhatsApp template policies and SMS registration rules are enforced by the provider.