{"id":1613,"date":"2026-03-24T13:52:03","date_gmt":"2026-03-24T13:52:03","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=1613"},"modified":"2026-03-24T13:52:03","modified_gmt":"2026-03-24T13:52:03","password":"","slug":"workflow-trigger-number-validation","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/workflow-trigger-number-validation\/","title":{"rendered":"Workflow Trigger &#8211; Number Validation"},"content":{"rendered":"<h2 id=\"Overview\" dir=\"ltr\">Overview<\/h2>\n<p><span dir=\"ltr\">The Number Validation Trigger in OneSystemCRM enables users to automate workflows based on the validation status of phone numbers. This feature is crucial for ensuring that SMS messages are sent only to valid numbers, thereby reducing costs associated with undeliverable messages and improving overall communication efficiency.<\/span><\/p>\n<p><img decoding=\"async\" class=\"fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155031482161\/original\/X-YyITC2qEIdXYmaSyI4evUEozntaA-5TQ.png?1724319130\" data-attachment=\"[object Object]\" data-id=\"155031482161\" data-index=\"0\" \/><\/p>\n<h2 id=\"Trigger-Name\" dir=\"ltr\">Trigger Name<\/h2>\n<p dir=\"ltr\"><span dir=\"ltr\">Number Validation<\/span><\/p>\n<h2 id=\"Trigger-Description\" dir=\"ltr\">Trigger Description<\/h2>\n<p dir=\"ltr\">Triggered based on the number validation feature (if enabled) and checks whether the contact number is landline or invalid before sending the first message<\/p>\n<h2 id=\"How-to-Configure\" dir=\"ltr\">How to Configure<\/h2>\n<p><span dir=\"ltr\">To enable the Number Validation Trigger you need to:<\/span><\/p>\n<ul class=\"list-disc pl-8\">\n<li><span dir=\"ltr\">Go to your agency settings.<\/span><\/li>\n<li><span dir=\"ltr\">Navigate to Phone integration settings and enable number validation for each location.<\/span><\/li>\n<li><span dir=\"ltr\">Configure workflows that utilize the validation trigger to respond appropriately to different validation outcome<\/span><span dir=\"ltr\">s<\/span><\/li>\n<\/ul>\n<p dir=\"ltr\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155031483049\/original\/X3Fs4ydaAoSWBqKxOqqHaitOlfeuFay_0g.png?1724319617\" data-attachment=\"[object Object]\" data-id=\"155031483049\" data-index=\"1\" \/><\/p>\n<h3 dir=\"ltr\"><strong>Please note:<\/strong><\/h3>\n<p><span dir=\"ltr\">Number Validation Trigger only works on the basis of the validation settings. This runs when a contact is created and a validation is run against the contact&#8217;s number in the CRM.\u00a0It does not fire based on your Twillio Error Codes.\u00a0<\/span><\/p>\n<h2 dir=\"ltr\"><\/h2>\n<p dir=\"ltr\"><span dir=\"ltr\">Filters Breakdown<\/span><\/p>\n<p dir=\"ltr\"><span dir=\"ltr\"><img decoding=\"async\" class=\"fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155031485166\/original\/N5E0lBxTzK4pCSBT1gAhR8DdWW_K-ydJzQ.png?1724320772\" data-attachment=\"[object Object]\" data-id=\"155031485166\" data-index=\"2\" \/><\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td dir=\"ltr\"><strong>Filter name<\/strong><\/td>\n<td dir=\"ltr\"><strong>Description<\/strong><\/td>\n<td dir=\"ltr\"><strong>Mandatory<\/strong><\/td>\n<\/tr>\n<tr>\n<td dir=\"ltr\">Number is<\/td>\n<td dir=\"ltr\">Pick the validation status for which you want to fire the trigger<\/td>\n<td dir=\"ltr\">No<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 dir=\"ltr\"><\/h2>\n<h2 id=\"Example\" dir=\"ltr\">Example<\/h2>\n<ol class=\"list-decimal marker:font-mono marker:text-sm pl-11\">\n<li><strong>SMS Campaign Management<\/strong>: When a phone number is validated and found to be SMS-capable, the trigger can automatically add the contact to an active SMS campaign. Conversely, if the number is invalid or not SMS-capable, the trigger can remove that contact from the campaign to prevent wasted resources on undeliverable messages.<\/li>\n<li><strong>Lead Qualification<\/strong>: If a lead submits a phone number through a form, the validation trigger can check the number&#8217;s status. If the number is invalid, the lead can be tagged as &#8220;invalid&#8221; or removed from the database. This helps maintain a clean and effective lead list.<\/li>\n<li><strong>Error Notifications<\/strong>: The trigger can be set up to notify the marketing team whenever a validation error occurs. For instance, if a number fails validation due to being a landline, an automated message can be sent to the team to review the lead&#8217;s information and take appropriate action.<\/li>\n<li><strong>Compliance Management<\/strong>: In scenarios where compliance with regulations like the TCPA is critical, the validation trigger can prevent sending messages to numbers that are flagged as invalid. This helps mitigate risks associated with sending unsolicited messages and ensures that the communication strategy adheres to legal standards.<\/li>\n<li><strong>Automated Tagging<\/strong><span dir=\"ltr\">: Upon validation, the trigger can automatically tag contacts based on the validation result. For example, numbers that are confirmed as invalid can be tagged as &#8220;Do Not Contact,&#8221; allowing for easier management of outreach efforts.<\/span><\/li>\n<\/ol>\n<hr \/>\n<p><span dir=\"ltr\"><strong dir=\"ltr\">Frequently Asked Questions<\/strong><\/span><\/p>\n<h3><span dir=\"ltr\"><strong>1. How does the Number Validation Trigger improve lead management in CRM?<\/strong><\/span><\/h3>\n<p><span dir=\"ltr\">The Number Validation Trigger enhances lead management by ensuring that only valid phone numbers are used for communication. By automatically removing invalid numbers from campaigns and tagging them for review, users can maintain a clean and effective contact list, leading to better engagement and conversion rates.<\/span><\/p>\n<h3 dir=\"ltr\"><strong>2. What are the benefits of using the Number Validation Trigger in CRM?<\/strong><\/h3>\n<p>Using the Number Validation Trigger in CRM offers several benefits, including:<\/p>\n<ul>\n<li><strong>Improved communication efficiency<\/strong>\u00a0by sending messages only to valid numbers.<\/li>\n<li><strong>Reduced costs<\/strong>\u00a0associated with undeliverable messages.<\/li>\n<li><strong>Streamlined lead management<\/strong>\u00a0through automated actions based on validation results.<\/li>\n<li dir=\"ltr\"><strong>Enhanced compliance<\/strong>\u00a0with regulations by preventing messages to invalid numbers.<\/li>\n<\/ul>\n<h3><span dir=\"ltr\"><strong>3. How can the Number Validation Trigger help with compliance in CRM?<\/strong><\/span><\/h3>\n<p dir=\"ltr\">The Number Validation Trigger helps with compliance by preventing messages from being sent to invalid or non-SMS-capable numbers. This reduces the risk of unsolicited communications and ensures adherence to regulations like the Telephone Consumer Protection Act (TCPA). By maintaining a clean contact list, users can avoid potential legal issues and protect their brand reputation.<\/p>\n<h3><strong>4. Can the Number Validation Trigger be customized in CRM?<\/strong><\/h3>\n<p>Yes, the Number Validation Trigger in CRM allows for the creation of custom workflows based on validation outcomes. Users can set specific conditions and actions to tailor the trigger&#8217;s behavior to their unique business needs. This flexibility ensures that the trigger can be optimized for maximum efficiency and effectiveness in lead management.<\/p>\n<h3><strong>5. How does the Number Validation Trigger compare to manual number validation in CRM?<\/strong><\/h3>\n<p>Compared to manual number validation, the Number Validation Trigger in CRM offers several advantages:<\/p>\n<ul>\n<li><strong>Automated validation process<\/strong>\u00a0saves time and reduces the risk of human error.<\/li>\n<li><strong>Consistent application<\/strong>\u00a0of validation rules across all leads.<\/li>\n<li><strong>Ability to trigger actions<\/strong>\u00a0based on validation results, streamlining lead management workflows.<\/li>\n<li><span dir=\"ltr\"><strong>Real-time validation<\/strong>\u00a0ensures that only valid numbers are used for communication.<\/span><\/li>\n<\/ul>\n<h3><strong>6. What types of phone numbers can be validated using the Number Validation Trigger in CRM?<\/strong><\/h3>\n<p dir=\"ltr\">The Number Validation Trigger in CRM can validate various types of phone numbers, including mobile, landline, and VoIP numbers. The validation process determines if a number is capable of receiving SMS messages, ensuring that communication efforts are directed towards valid and reachable contacts<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview The Number Validation Trigger in OneSystemCRM enables users to automate workflows based on the validation status of phone numbers. 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