Twilio helps you send and manage short messages programmatically. We support Twilio text messaging functionality via our Task and Form Connectors.

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 for Twilio, you would only use their SMS service and need to set up a telephone number from which your SMSs would be sent.

More information on how to add a Connection can be found here: Adding Data Connections.

Adding

The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub > Connections.

On the Connections page

• Click the ADD CONNECTION button in the top-right-hand corner to bring up a list of connections.
• Click on the Twilio option.

Authenticating

After adding a connection, fill in the required properties and save.

Account SID

Your Twilio Account SID. You can find this by logging into your Twilio account and going to the 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 in the top-right corner.

Your connection will then be verified automatically. On the right-hand side, you’ll see a message indicating that you are now Connected.