Twilio – WorkDo Dash SaaS Add-On Guide

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 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.

How To Install the Add-On?

To Set Up the Twilio Add-On you can follow this link: Setup Add-On.

How to use the Twilio Add-On ?

• Once you purchase the Add-On, navigate to the settings page, click on system settings, and find Twilio Settings.
• Once you enable the Twilio Integration toggle, on that page, you have to enter the SID, Token, Form ID, and From Phone Number.
• 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 notification settings. Here is the way you can enable or disable the notifications of the various Add-Ons.

• You can customize notification messages language-wise, for example, if you want to change the message for new user notifications, you can do it here.

• For example: if you enable the create user setting from General, then the notification via Twilio will be sent to that particular user when the user is created.