Twilio integration setup

This Integration supports multiple instances

Check out the instructions to set up multiple instances here.

Overview

When you first sign up with Twilio, you have one account, your main account; however, you can also create subaccounts. Your main account will have an Account SID and Auth Token that Rewst will use to authenticate. When using Twilio actions within workflows, you can specify the Account SID to be used for a particular action.

Setting up the API account

1. Log in to the Twilio Console.

2. Copy your main Account SID and Auth Token.

Configuring the Integration

1. Log in to the Rewst platform.

2. Click on the "Integrations" menu on the left sidebar.

3. Click or search for "Twilio".

4. Enter your main Account SID and Auth Token from step 2 in "Setting up the API account".

Setting up the Messaging Service

1. Log in to the Twilio Console.

2. Go to Messaging -> Services

3. Click Create Messaging Service

4. Type Rewst in the messaging service-friendly name

5. Click Create Messaging Service

6. Click add sender

7. Select Phone Number

8. Click Continue

9. Select the phone number you would like to SMS from Rewst

10. Click Add phone numbers

11. Click Step 3 Set up integration

12. Click Complete Messaging Service Set up

13. Click View My New Messaging Service

14. Copy the Messaging Service SID

Configure the Rewst Organizational Variables

1. Log in to the Rewst platform.

2. Go to Configuration -> Organization Variables

Configure Messaging Service SID

1. Click the add button (+ icon)

2. Set the following for your organization variable

   • Name: messaging_service_sid

   • Value: Your Messaging Service SID

   • Category: general

   • Organization: Select your organization

3. Click save (checkmark icon)

Configure Send SMS to User

1. Click the add button (+ icon)

2. Set the following for your organization variable

   • Name: send_sms_to_user

   • Value: 1

   • Category: general

   • Organization: Select your organization

3. Click save (checkmark icon)