Twilio Send SMS
How do I setup twilio send sms
1: Sign Up for Twilio
If you haven't already, you'll need to sign up for a Twilio account. Visit the Twilio website (
https://www.twilio.com/) and create an account. Follow the on-screen instructions to verify your email and set up your Twilio account.
2: Access the Twilio Console
Log in to your Twilio account and access the Twilio Console. This is where you'll manage your Twilio resources and configurations.
3: Obtain API Credentials
To use Twilio services, you'll need API credentials, specifically an Account SID and Auth Token. You can find these credentials in your Twilio Console under the "Dashboard" or "Settings" section.
4: Place the credentials in the plugin section for each respectively
5: Go to the bubble editor and use the "Twilio Send SMS" action in a workflow.
Twilio Send Whatsapp
How do I setup twilio send whatsapp
1: Sign Up for Twilio
If you haven't already, you'll need to sign up for a Twilio account. Visit the Twilio website (
https://www.twilio.com/) and create an account. Follow the on-screen instructions to verify your email and set up your Twilio account.
2: Access the Twilio Console
Log in to your Twilio account and access the Twilio Console. This is where you'll manage your Twilio resources and configurations.
3: Obtain API Credentials
4 Head over here to setup the sandbox environment (
https://www.twilio.com/docs/autopilot/channels/whatsapp#set-up-the-sandbox)
4: Scan the QR code to connect your whatsapp to the sandbox account
5: Start sending messages
Twilio Send Code
How do I setup twilio send code
1: Sign Up for Twilio
If you haven't already, you'll need to sign up for a Twilio account. Visit the Twilio website (
https://www.twilio.com/) and create an account. Follow the on-screen instructions to verify your email and set up your Twilio account.
2: Access the Twilio Console
Log in to your Twilio account and access the Twilio Console. This is where you'll manage your Twilio resources and configurations.
3: Obtain API Credentials
4: In the workflow section access "Twilio send code" in an action and input the target number
5: Wait to get a code from twilio. This number will be used by twilio verify to to verify the code.
Twilio Verify
How do I setup twilio verify
Ensure you have a twilio account to proceed
1. Create verification service in the link below
https://www.twilio.com/console/verify/services2.Get "SERVICE SID" VAXXXXXX....
3. Get "ACCOUNT SID" and "AUTH TOKEN" here
https://www.twilio.com/console4. Enter the credential to plugin fields
USERNAME == ACCOUNT SID
PASSWORD == AUTH TOKEN
SERVICE SID == SERVICE SID
5. Use "Send-Code" and "Verify" in the workflow to authenticate users. If verified the Verify Phone Action return Status as 'approved'
NB: SERVICE SID is same for all-fields in the plugin
6: Get the code sent from the previous "Twilio send code" action and use that as a code that needs approval
7: Approve the code using the "Twilio verify" action