Sending and retrieving messages

When you receive a work order, you can communicate with a customer by using text messages.

📘

WebHook notification available

For details about notification content, see Message received.

Retrieving messages

To get a list of all work order messages, use GET /api/messages method. As a result, you will get a list of TextMessage items.

To distinguish between customer and associate messages, review the Sender.Type property value.

🚧

Message visibility

• Message list for CorrigoPro Desktop and CorrigoPro Direct are different.
• No automatically generated messages, such as a system message with a work description, are sent to CorrigoPro Direct.
• Only messages sent to CorrigoPro Desktop with visibility option set to All (Customer In), are sent to CorrigoPro Direct.

Sending messages

Both customer and CorrigoPro Desktop receive messages.
To send a message to a work order, call the POST /api/messages method.

📘

MessageVisibility

The MessageVisibility parameter functions allows you to determine who may view the message:

• All if you want your Cru and the customer to see the message.
• CruOnly if you only want the message to be visible to your Cru and not the customer.
• CruLeads will provide visibility to your customer and your CruLeads.
• CruSubs allows you to send a message between you and your sub, without the customer seeing it.
• None Not visible anywhere.

🚧

Messages to your customer

Please be mindful of the fact that whenever you send a message that is visible to your customer, this creates a flag that they must clear on their system. When you are automating messages, ensure that the messages that the customer receives are messages that they need or want to see. They may become unhappy with having to clear flags for what they deem an excessive number of messages.

❗️

Important

• You cannot send messages to a work order in statuses Rejected and Recalled.
• You cannot delete message that were sent.