Twilio Integration in Dash SaaS

Introduction

Twilio is a cloud communications platform that empowers developers to integrate communication channels into their applications. It offers APIs for tasks like sending text messages and making phone calls programmatically. Twilio is widely used by businesses to enhance customer engagement and automate communication processes. It also offers modules for tasks like notifying team members of new tasks, informing users about invoices, and tracking revenue changes. Twilio’s flexibility and features make it a valuable tool for creating effective communication solutions.

Workflow of Twilio Add-on

Installation

So, the following is the process of the installation of the Twilio Add-on with the help of which you can easily have access to this Add-on.

Step 1: Super Admin Access:

First, the super admin must add the Twilio Add-on by going through a few procedures.

• Scroll down to “Add-on Manager” after logging in to the super admin side.
• Click the “+” (Module Setup) button to include the Add-on.



• You will see a box where you must attach the ZIP file for the “Twilio Add-on.”



• You must enable the module once the setup procedure is finished in order for the remaining customers to purchase it.

Step 2: Company login Access:

After the super admin enables the Add-on, the admins can purchase the Add-on and access the Twilio Add-on by following the steps mentioned below.

• So, the admin has to first purchase the Add-on by navigating to the “Subscription Plan” page and then you have to click the “Usage Plan” and find the Twilio Add-on and buy it.



• After you purchase the Add-on go to the settings page and click on the system settings button.

Step 3: How to use the Twilio Add-on?

• Once you purchase the Add-on, navigate to the settings module, click on system settings, and find out Twilio.



• On that page, you have to enter the SID, Token, and Form ID.



• To generate the SID, Tokem, and Form ID, you can follow this link https://www.twilio.com/docs/iam/access-tokens
• After you do this, you get a chance to choose the notifications settings. Here is the way you can enable or disable the notifications of the various modules.

1. Accounting Module

• New Customer
• New Bill
• New Vendor
• New Revenue
• New Payment

You can customize the notifications, like if you want to send a message regarding new customers then you have to enable that button, the same thing goes for all the points mentioned above.

2. Appointment Module

• New Appointment
• Appointment Status

Similarly, if you want to send notifications regarding new appointments, or appointment status then you can enable or disable one of the buttons, if you enable that button, then the notification will be sent of all the new appointments.

3. CMMS Module

• Work Order Request
• New Supplier
• New POs
• Work Order Assigned
• New Part
• New Component
• New Location
• New PMs

You can customize the notifications, like if you want to send a message regarding a work order request then you have to enable that button, the same thing goes for all the points mentioned above.

4. Contract Module

• New Contract

If you want to send notifications regarding a new contract, then you can enable the new contract button from the settings page.

5. Fleet Module

• New Vehicle
• New Booking
• New Insurance
• New Maintenance
• New Booking Payment
• New Fuel

You can customize the notifications, like if you want to send a message regarding new vehicles then you have to enable that button, the same thing goes for all the points mentioned above.

6. General Module

• New Invoice
• Invoice Status Updated
• New Proposal
• Proposal Status Updated
• Create User
• Bank Transfer Payment Status Updated

If you want to send notifications regarding a new invoice, or invoice status update, then you can enable any button from the settings page.

7. HRM Module

• New Award
• New Announcement
• New Holidays
• New Monthly Payslip
• New Event
• New Company Policy
• Leave Approve/Reject
• New Trip

The notifications can be customized; for example, if you want to send a message about new awards, you must enable that button. The same is true for all the points made above.

8. CRM Module

• New Lead
• Lead to Deal Conversion
• New Deal
• Lead Moved
• Deal Moved

From the settings page, you can activate any button regarding which you want to send notifications on Twilio.

9. LMS Module

• New Course
• New Course Order
• New Custom Page
• New Blog
• New Rating

You can customize the notifications, like if you want to send a message regarding the new course or new course order then you have to enable that button, the same thing goes for all the points mentioned above.

10. POS Module

• New Purchase
• New Warehouse

To send a message about a new purchase, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

11. Recruitment Module

• New Job
• New Job Application
• Interview Schedule
• Convert To Employee

From the settings page, you can activate any button regarding which you want to send notifications on Twilio.

12. Retainer Module

• Retainer Create
• New Retainer Payment

To send a message about a new retainer created, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

13. Rotas Module

• New Rotas
• Rotas Time Change
• New Availability
• Cancel Rotas
• Days Off

If you want to send notifications regarding a new rotas, rotas time change, or any other options then you can enable any button from the settings page.

14. Sales Module

• New Quote
• New Sales Order
• New Sales Invoice
• New Sales Invoice Payment
• Meeting Assigned

15. Support Ticket Module

• New Ticket
• New Ticket Reply

16. Project Module

• New Project
• New Milestone
• New Task
• Task Stage Updated
• New Task Comment
• New Bug

17. Training Module

• New Trainer

18. vCard Module

• New Appointment
• New Contact
• New Business
• Business Status Updated

19. Zoom Meeting

• New Zoom Meeting

20. Double Entry.

• New Journal Entry

21. Commission

• New Commision Plan
• New Commission Receipt

22. Holidayz

• New Booking Coupon
• New Room Facility
• New Hotel Customer
• New Hotel Service
• New Room Booking
• New Room
• Change Hotel Theme

23. Workflow

• New Workflow

24. Portfolio

• New Portfolio
• Update Portfolio Status

25. Spreadsheet

• New Spreadsheet

26. SalesAgent

• New Program
• Sales Agent Request Sent
• Sales Agent Request Accept
• Sales Agent Request Reject
• New Sales Agent
• New Sales Agent Order
• Update Order Status

27. Fix Equipment

• New Accessories
• New Asset
• New Audit
• New Component
• New Consumables
• New License
• New Location
• New Maintenance

28. WordPress WooCommerce

• New Product

29. Visitor Management

• New Visitor
• New Visit Reason

So, these are some of the modules, for which you can customize the notifications. There are modules, like Sales, Support Ticket, Project, Training, vCard, Zoom Meeting ,Double Entry, Commission, Holidayz, Workflow, Portfolio, Spreadsheet, SalesAgent, FixEquipment, Visitor Management And WordPressWoocommerce for which you must follow the same process.