Twilio

Introduction

Twilio is a cloud-based communication platform that enables developers to programmatically make and receive phone calls, send and receive text messages, and perform other communication functions using its web service APIs.

Within the Robility® platform, Twilio integration allows users to automate communication workflows such as sending SMS, making calls, and handling messages directly within their automation processes. It provides seamless, secure, and scalable integration with the Twilio API through standardized authentication methods.

Pre-requisites

Before using Twilio with the Robility platform, users must first enable outbound connections between Robility Manager and Twilio. This allows you to authenticate securely and use Twilio APIs for automation.

Depending on your setup, you will need the following credentials from Twilio:

• Account SID – Your Twilio account’s unique identifier.

• Auth Token – Used for authentication along with the Account SID.

• Phone Number – A verified Twilio number to send messages or make calls.

Ensure that your Twilio account has the appropriate permissions and that your phone number is verified for sending messages or calls.

Note: Before using any Twilio activity, you must configure the Twilio App Integration in Robility Manager for the corresponding project.

For detailed information, refer to the link – Auth Tokens and How to Change Them – Twilio Help Center.

Connecting with Twilio

Acquire Credentials

Ensure that you have obtained the following credentials from your Twilio Console:

• Account SID

• Auth Token

• Twilio Phone Number

Integration Steps

Integrate Twilio within the Robility platform. Automation workflows can only be created after successful integration.

1. Login to the Robility Manager platform.

2. Navigate to your tenant and select the desired project.

3. Click on App Integrations.

4. Search for Twilio from the list of available pre-built connections.

5. Click on it, enter the required credentials, and select Connect.

6. Once the connection is successful, Twilio will appear under the Connections list.

You can now start automating communication tasks using Twilio activities.

Adding Connection through Activity

1. Drag and drop the desired Twilio activity (e.g., Send Message, Make Call) into your workflow.

2. Click on the “Add New Connection” hyperlink within the activity properties panel.

3. You’ll be redirected to the Robility Manager portal.

4. Login and navigate to your project.

5. Go to App Integrations → Twilio.

6. Provide the required credentials (Account SID, Auth Token) and click on Connect.

Return to your workflow and refresh the connections list. The newly created connection will now be available for use.