WhatsApp Twilio Integration Dash SaaS

Introduction

WhatsApp Twilio Notifications combine the capabilities of WhatsApp’s popular messaging service with Twilio’s cloud
communication platform. This integration offers businesses a seamless way to enhance their customer engagement,
support, and communication strategies. By leveraging Twilio’s tools and APIs, companies can send and receive messages
on WhatsApp, enabling more effective and personalized interactions with their customers. This integration allows for
timely updates and efficient communication, ultimately improving user engagement and the overall customer experience.

Workflow of WhatsApp Twilio Add-on

Installation

The installation process for WhatsApp Twilio Integration is outlined below:

Step 1: Administrator Setup:

The initial phase involves the system administrator’s role in configuring WhatsApp Twilio Integration. Follow these
steps:

• Log in as the administrator and navigate to the designated “Integration Manager” section.
• Locate and click on the “Add Integration” button, typically represented by a “+.”
• Upload the required configuration files, typically provided by Twilio.
• After successful configuration, enable the integration to grant access to other users.

Step 2: User Access and Configuration:

Once the administrator enables WhatsApp Twilio Integration, individual users can take advantage of this feature.
Follow these steps:

• Visit account settings and select the “WhatsApp Twilio” option.
• After you find the “WhatsApp Twilio” in settings, you will have to fill up some details like
  WhatsApp Twilio SID, WhatsApp Twilio Auth Token, and Twilio Whatsapp Number.

By adhering to this format, you can effectively carry out the installation of WhatsApp Twilio Integration while
maintaining the requested structure.

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

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

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 WhatsApp
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 WhatsApp
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
• Add 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 Visitor
• New Visit Reason

22. Holidayz

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

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