Twilio connector

What is Twilio?

Twilio allows you to engage with customers intelligently with the help of their flexible APIs and connect with them on their preferred channels. 

About Kissflow's Twilio integration

The Twilio connector from Kissflow Integration enables you to connect Twilio instantly and to automate your work with other Kissflow apps and popular third-party apps. You must have a valid Twilio account and be a paid Kissflow customer in order to integrate with Twilio. To perform specific actions, use the Twilio connector to receive data from other flows or apps. For now, the connector for Twilio does not support any trigger events.

For example, Twilio can automatically send an SMS to a unique phone number when the status of an item is updated in a Kissflow Board. 

Actions in Twilio connector

Twilio connector as an action step

1. Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Now, click the New integration button to provide a name and description for your integration.

2. Once inside your editor, set up a trigger step, for example, a Kissflow Case system trigger event, when the status of an item is updated.

3. After setting up your trigger step above, click the Add button (

   

   ) next to set up your action step. Search for Twilio and select the action. If you choose the action Send a WhatsApp message, both the sender and recipient must have an active WhatsApp account. 

   

4. After choosing your action event, authenticate the connector. Click +Add an account and sign in using your Account SID and Auth Token. You need to have an account with Twilio to get your unique Account SID and Auth Token. Login to your Twilio account and scroll down to Account Info to find your Account SID and Auth Token. 

   

5. After authenticating with your Twilio account, add relevant values against the Twilio form fields. You can hit Refresh fields to view all the updated fields in the selected Twilio form. You can also map Twilio fields from your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed.

   

6. After a successful configuration, test whether your Twilio action step is set up correctly by clicking the Test button. The connector will pull field data from your selected Twilio account and display it as a JSON output. Similar to trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a Twilio connector

After creating a custom workflow with your Twilio connector's action step, switch ON the toggle button to activate the integration run. Once a trigger event occurs, an SMS is sent to your specified Twilio number.