Twilio helps you send and manage short messages programmatically. We support Twilio text messaging functionality via our Task and Form Connectors.
The concept is that our system can automatically send a text message when a Form entry is uploaded and/or a Task Connector's triggering condition occurs.
Once signed up to Twilio, you would only use their SMS service and just need to set up a telephone number from which your SMSs would be sent.
Adding a Connection
To add a Twilio connection navigate to the side menu, Connected Data > Connections.
On the Connections page
- Click the ADD CONNECTION button (top-right corner) to bring up a list of connections.
- Click on the Twilio option.
More information on how to add a Connection can be found here, Adding Data Connections.
Once a Twilio Connection is added. You'll need to add your Account SID, Auth Token and From Number on the Twilio connection.
| Property | Description |
| Account SID | You can find the Account SID on your Twilio account Dashboard. |
| Auth Token | Your Twilio Account Auth Token. You can find this by logging into your Twilio account and going to the Dashboard. You'll need to click on the padlock on the left to reveal your token. |
| From Number | The phone number in your Twilio Account to send messages from. You can manage your numbers in the Phone Numbers section of your Twilio Account. Note: Phone number should not contain anything other than numbers and the '+' symbol. For more information see Formatting Phone Numbers. |
Next, click the SAVE button (top-right corner).
Your connection will then be verified automatically - you'll see a message indicating that you are now connected on the right-hand side.
