Twilio

Twilio is a cloud-based communications service where you can send and receive audio, video, and text messages with an API..

Integrations and Connectors

AgilePoint NX integrates in these ways with Twilio:

  • Activities in Process Builder
  • Access tokens
  • SMS Notifications
  • SMS Approvals
  • Launch apps with SMS (AgileConnector)

Activities in Process Builder

You can use out-of-the-box activities for Twilio to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for Twilio

Process Activities for Twilio

The following activities are available for Twilio:

  • Check SMS Delivery Status
  • Check WhatsApp Message Delivery Status
  • Send SMS
  • Send WhatsApp Message

For more information, refer to the process activities for Twilio in Process Builder.

Access Tokens

You can create access tokens for Twilio.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Twilio.

Figure: Twilio Access Token Configuration screen

Twilio Access Token Configuration screen

SMS Reminders and Notifications

You can use Twilio as the service provider to send SMS, reminders, and other types of notifications.

For more information, refer to SMS Configuration screen.

Figure: SMS Configuration screen

SMS Configuration screen

SMS Approvals

Message-based approvals let you route a process based on yes/no logic with typed keywords. This provides a simple alternative to submitting a form. You can use message-based approvals with SMS. Twilio can be used as a technology to send SMS messages.

For more information, refer to Create or Change an SMS Template for an Approval.

AgileConnectors

AgileConnectors are available for this integration.

For more information, refer to Administration for Out-of-the-Box AgileConnectors.

Related Topics

Examples

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Twilio Documentation

Use these links to find third-party vendor documentation for Twilio:

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