Senzey

Senzey is a CRM used for managing leads, clients, and activity logs.

Official Senzey doc hubs (For deeper reference):

• Senzey Contacts API

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Adapter Functions

getCustomerDetails

Looks up a contact by phone number.

When it runs: At the start of the flow to identify whether the sender is a known contact before routing, and whenever a chat is opened via Texter UI.

Basic

  senzey_lookup:
    type: func
    func_type: crm
    func_id: getCustomerDetails
    on_complete: known_customer
    on_failure: unknown_customer

Param	Required	Notes
phoneNumber	No*	*If omitted, uses the chat's local phone number.
fields	No	Extra fields to request beyond the default set (name,id,user_type,phone,mobile). Must include a leading comma (e.g., ,email1,address). Field names match Senzey's internal contact field names.
Any other param	No	Forwarded as-is to the Senzey API query.

Result: On success sets crmData.name, crmData.id, crmData.phone (falls back to mobile), crmData.status (Senzey user_type), and crmData.deepLink.
Any extra fields requested via fields are also returned in crmData under their Senzey field names (e.g., crmData.email1, crmData.city).
Returns on_failure if no match found.

Advanced

  senzey_lookup:
    type: func
    func_type: crm
    func_id: getCustomerDetails
    params:
      fields: ",email1,address,city"
    on_complete: known_customer
    on_failure: unknown_customer

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newOpportunity

Creates a new client or potential client in Senzey.

Basic

  senzey_new_lead:
    type: func
    func_type: crm
    func_id: newOpportunity
    on_complete: client_created
    on_failure: client_failed

Param	Type	Required	Notes
usePclient	bool	No	Default false — posts to client/add.php. Set to true to post to pclient/add.php (potential client/lead).
x_name	string	—	Auto-sent from chat title. Override only if needed.
x_phone	string	—	Auto-sent as formatted phone. Override only if needed.
x_content	string	—	Auto-sent as conversation messages. Override only if needed.
x_email1	string	No	Client email.
x_mobile	string	No	Mobile number.
x_identify_number	string	No	ID document number.
x_birthday	date	No	Format: dd/mm/yyyy.
x_address	string	No	Client address.
x_city	string	No	City.
x_comments	string	No	Free-text notes.
client_type_label	string	No	Client category label as configured in Senzey.
client_status_label	string	No	Client status label as configured in Senzey.

And more uncommon params can be found in Senzey API docs

Result: Returns crmData with the raw Senzey response.

Advanced

  senzey_new_lead:
    type: func
    func_type: crm
    func_id: newOpportunity
    params:
      usePclient: true
      x_email1: "%state:node.ask_email.text%"
      x_comments: "מתעניין חוג"
    on_complete: lead_created

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closeTicket

Logs the conversation as an activity record on the contact.

When it runs: When a chat is resolved — records the transcript as an activity on the contact in Senzey.

Basic

  senzey_close:
    type: func
    func_type: crm
    func_id: closeTicket
    on_complete: done
    on_failure: done

No params. Automatically sends x_name, x_phone, the full conversation as x_content, and a fixed Hebrew subject (תיעוד פניה ואטסאפ עסקי).

Result: success: true with lastMessageStoredInCRMTimestamp.

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Senzey Onboarding (for Texter Support)

Message our contact at Senzey.

You send:

• Project ID
• API token with View + Send Template Messages scopes
• WhatsApp phone number

Customer DB — crmConfig fields

Field	Required	Use
server	Yes	Base URL of the customer's Senzey instance (e.g., https://client.senzey.com)
username	Yes	Received from Senzey during onboarding
password	Yes	Received from Senzey during onboarding