Telnyx is a cloud-based platform that helps send individual or mass SMS, either scheduled or in real-time, to our customer database.
Below are the requirements and steps to follow in case you'll be setting up a new Telnyx account or re-connecting our Telnyx account to Zoho CRM. Permission to edit settings are only given to manager and operations support.
1. Pre-requisites for plugin set-up
2. Features of Telnyx plugin
3. Plugin installation and configuration
4. Webhook-action workflow rules
5. Workflow configuration in Zoho CRM
If Telnyx plugin in Zoho CRM isn't functioning as it should be for some reason, below are some steps you can do to troubleshoot the error.
Initiate Zoho re-authorization
Uninstall and re-install Telnyx plugin (not recommended)
If the error still persists despite Zoho re-authorization, kindly send a detailed message about the error to support@ulgebra.zohodesk.com and report the incident. Historically, there will be few back and forths with support team over email before meeting with us, together with their tech rep. They will only set a meeting with us after they figured out a solution to the issue. During the meeting, the tech rep will work on the issue and may need to request remote access to our account. This is permitted as long as MaS team member supervises it (e.g. tech team shares their screen while accessing the account).
Relevant questions to bring up during the meeting:
What was the reason for the error? What triggered it?
Before we're able to {do this feature}, but now it always requires us to {point out inconvenient process}. How do we fix this? - Example: Before we're able to send any message, it always requires us to click Telnyx account and re-enter API key. How do we fix this?
We {did one thing that altered the original state of this module}. How do we make sure {it works smoothly like it did during the previous state}? - Example: We purchased 9 other numbers (total now is 10). How do we make sure inbound and outbound SMS for those other 9 numbers are also recorded in the Telnyx module?
How can this error be avoided in the future? What should we look out for?
Can we recover lost data?
It will take more or less 1 week between the initial contact and tech support meeting. While waiting for issue to get fixed, check out this article to know how to still use Telnyx to receive and send messages, and monitor SMS delivery status manually.