Integrating Twilio Using API Call Notifications

Last edit:  Feb 18, 2019

Contributors:  diana-lakatos

This guide will help you create a Twilio integration for platformOS using the Partner Portal and SMS notifications.

Requirements

To follow this tutorial, you should be familiar with creating SMS call notifications. You also have to have access to the Partner Portal and know how to manage integrations.

Steps

Integrating an SMS service with Twilio using SMS notifications is a three-step process:

Step 1: Create a Twilio Account using the Partner Portal

As a first step, create a Twilio account that will be associated with your Instance. To do that, open your Instance view in the Partner Portal, and click on the Integrations link on top.
At the very bottom of the Integrations page, find the Enable Twilio button. Click it, and confirm your choice with the Enable Twilio Integration button. The Partner Portal creates a subaccount in the platformOS Twilio account that will be connected to your instance.

At this point you should see the notification: "We're preparing Twilio integration. Refresh the page in a few minutes." It should be ready within a few seconds.

Step 2: Add SMS notification to your forms

This process is explained in detail in the Creating an SMS Notification tutorial.

Step 3: Billing

Based on the usage recorded in your Twilio account, platformOS will charge you on a monthly basis and the summary of your Twilio costs will be added to your monthly invoice. Please note that we add a 15% commission to all Twilio costs.

Questions?

We are always happy to help with any questions you may have. Check out our Help page, or contact us.