1. Send WhatsApp Notifications to Oracle ERP Cloud Lead Owners Using Twilio
  2. Activate and Run the Recipe

4 Activate and Run the Recipe

After you've configured the connections and other resources, you can activate and run the recipe.

  1. In the project workspace, click Activate. In the Activate project panel, with the default project deployment selected, choose an appropriate tracing option, then click Activate.
    A message confirms that the integration has been activated. Refresh the page to view the updated status of the integration.
  2. Run the recipe.
    1. Log in to your Oracle ERP Cloud instance with the Sales role.
    2. Click Sales in the navigator.
    3. Select and open an existing lead.
      Optionally, click Leads and then click + to create a new lead. Enter the required details such as Lead Name, Contact Email, Owner, and so on, and then click Save.
    4. Select a new owner for the lead from the drop-down list in the Owner field.
    5. Click Save.
      You've now successfully submitted the integration for execution.
  3. Monitor the running of the integration flow in Oracle Integration.
    1. In the project workspace, click Observe. You'll see the integration flow being triggered and running successfully.
      The recipe fetches information about the newly assigned lead owner along with the lead ID, and invokes Twilio to send a WhatsApp message to the mobile number associated with the new lead owner.
    2. To manage errors in your project, see Manage Errors in a Project.
  4. On the mobile phone of the newly-assigned lead owner, check for the WhatsApp notification message from the Twilio account. The message notifies the user about the Oracle ERP Cloud lead assignment, and also contains the lead ID using which the user can check details about the newly-assigned lead in Oracle ERP Cloud.

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