Twilio: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
(5 intermediate revisions by the same user not shown)
Line 13: Line 13:
*Once you've successfully verified your Twilio account, you'll be able to register in WhatsApp using the Twilio console following these steps.
*Once you've successfully verified your Twilio account, you'll be able to register in WhatsApp using the Twilio console following these steps.
*Then copy your Account SID and Auth Token in the Twilio [https://console.twilio.com/ console]:
*Then copy your Account SID and Auth Token in the Twilio [https://console.twilio.com/ console]:
<screen>


https://p.pfx.so/pf/fj/EBh1fO.png


== Setting up the integration in Planfix ==  
== Setting up the integration in Planfix ==  
*Go to '''Account management''' — '''Integrations''' — '''Messengers''':
*Go to '''Account management''' — '''Integrations''' — '''Messengers''':
<screen>


*Select WhatsApp:
https://p.pfx.so/pf/xP/nCY9xH.png


<screen>
*Select WhatsApp and enable the integration:


*Enable the integration:
https://s.pfx.so/pf/fq/VTD67i.png


<screen>
*Paste the Account SID and Auth Token in the respective fields in the integration settings and add your Twilio-approved phone number:


*Paste the Account SID and Auth Token in the respective fields in the integration settings and add your Twilio-approved phone number:
https://s.pfx.so/pf/Jo/xCBO8W.png
<screen>
 
https://s.pfx.so/pf/HT/8MmaYc.png


== Important ==  
== Important ==  

Latest revision as of 15:07, 9 June 2023

Twilio provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web services APIs.

To connect Planfix and Twilio so you can receive and send WhatsApp messages, you'll need to follow a few steps in both services.

Twilio setup

  • To activate your Twilio number for WhatsApp, you'll first need to fill out n request access form. Read more in these instructions.
  • Once you've successfully verified your Twilio account, you'll be able to register in WhatsApp using the Twilio console following these steps.
  • Then copy your Account SID and Auth Token in the Twilio console:

EBh1fO.png

Setting up the integration in Planfix

  • Go to Account managementIntegrationsMessengers:

nCY9xH.png

  • Select WhatsApp and enable the integration:

VTD67i.png

  • Paste the Account SID and Auth Token in the respective fields in the integration settings and add your Twilio-approved phone number:

xCBO8W.png

8MmaYc.png

Important

  • Once 24 hours has elapsed after your last message with someone, if you write to them manually or using a script, the message must match the templates set up in Twilio. You can read details in these instructions.


Go To