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Twilio Integration

 

Twilio is a cloud communications platform that allows you to programmatically send and receive text messages and perform other communication functions. Now, with our new integration, you are able to reach out and connect with your clients, employees, freelancers, and managers via SMS!

How to add it to your workflow? 

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below: 
 
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Once on the page, you will see all of the apps we offer to integrate with, then select "Twilio": 

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Then you will need to choose ״Create new Account״ if you do not already have a Twilio account:

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Note:  You may not be able to send an outgoing SMS as part of an automation to a cell phone outside the USA. If you need to do this, please contact Twilio support for help with adjusting your geographical permissions setting.  

  

How to sign-up to Twilio?

To sign up for a new Twilio account, you can sign up at Twilio.com or click on "Create new account" from the bottom of the Twilio connection page when setting up a recipe.  

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Set-up your Twilio account

To connect your Twilio account you will need 3 things – Your Twilio account’s SID, your Twilio Authentication Token and your assigned Twilio phone number.

Step 1

Once you are logged in you can find your SID and Auth Token by going to your Twilio dashboard and clicking on "See All" at the bottom.

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Step 2

Next, select the "3rd Party Integration option:

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Step 3

Then give the project a name, like "monday.com":

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Step 4

Finally, you can copy and past your SID and Auth Key into monday.com from the Project Info screen in Twilio.

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Get your Twilio phone number

For these recipes to work, you will need to have purchased a number from Twilio capable of sending SMS messages. 

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You can do this by clicking on the country you want and then "Get a Number" button in the bottom left of your Project Dashboard and purchase the best number for you.

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Note: When using Twilio to send an SMS, the message will go to the phone number listed in the user's profile.

  

So how does it work?

To understand better how this integration works, let's dive into an easy example: when an item is created, send someone an SMS.

A. Choose your account 

First, select the Twilio number you want the SMS to appear from:

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Next, let's fill in the relevant information to the recipe:

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B. Choose your SMS text 

When you will click on “SMS” you will see a box where you will enter the text of the SMS,

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Tip:  You can have the SMS include the item name, board name, the user name and much more by clicking on the relevant icons 

 

C. Choose the recipient 

Finally, we should select who will receive the SMS

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What about phone calls? 

We will soon support integrations with phone actions. Let's say you want to set up a call to someone after you have changed a status?

Similar to the steps above let's now add one when a column changes:

 

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A. Set up your recipe

Select the Status columns that you want to be triggered. Then select the label on the Status column that you select that will initiate the call:

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B. Select who you want to make the call out to!

You can select other team members or you can add a Phone column where your client's phone number could live.

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C. Choose your Phone message  

When you will click on “say” you will see a box where you will enter the text of the message, select the type of voice and the language and accent for the message to be spoken in:

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 And voila! You know can send voice messages from monday.com through Twilio! 

 
Tip:  You can have the message include the item name, board name, the user name and much more by clicking on the relevant icons 

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]