Twilio Integration in Mewayz

Twilio is a cloud communications platform that empowers developers to integrate communication channels into their applications.

Demo URL

Introduction

Twilio is a cloud communications platform that empowers developers to integrate communication channels into their applications. It offers APIs for tasks like sending text messages and making phone calls programmatically. Twilio is widely used by businesses to enhance customer engagement and automate communication processes. It also offers tasks like notifying team members of new tasks, informing users about invoices, and tracking revenue changes. Twilio’s flexibility and features make it a valuable tool for creating effective communication solutions.

How To Install the Twilio Add-On?

To Set Up the Twilio Add-On you can follow this link: Setup Add-On.

How to use the Twilio Add-On ?

• Once you purchase the Add-On, navigate to the settings page, click on system settings, and find Twilio Settings.
• Once you enable the Twilio Integration toggle, on that page, you have to enter the SID, Token, Form ID, and From Phone Number.
• To generate the SID, Tokem, and Form ID, you can follow this link: https://www.twilio.com/docs/iam/access-tokens
• After you do this, you get a chance to choose the notification settings. Here is the way you can enable or disable the notifications of the various Add-Ons.

• You can customize notification messages language-wise, for example, if you want to change the message for new user notifications, you can do it here.

• For example: if you enable the create user setting from General, then the notification via Twilio will be sent to that particular user when the user is created.

General

• Create User
• New Invoice
• Invoice Status Updated
• New Proposal
• Proposal Status Updated
• Bank Transfer Payment Status Updated

Account

• New Customer
• New Vendor
• New Revenue

Appointment

• New Appointment
• Appointment Status

CMMS

• Work Order Request
• New Supplier
• New POs
• Work Order Assigned
• New Part
• New Component
• New Location
• New Pms

Contract

• New Contract

Fleet

• New Vehicle
• New Booking
• New Maintenance
• New Booking Payment
• New Fuel
• New Insurance

Hrm

• New Monthly Payslip
• New Award
• New Event
• Leave Approve/Reject
• New Trip
• New Announcement
• New Holidays
• New Company Policy

CRM

• New Lead
• Lead to Deal Conversion
• New Deal
• Lead Moved
• Deal Moved

Pos

• New Purchase
• New Warehouse

Recruitment

• New Job Application
• Interview Schedule
• Convert To Employee
• New Job

Retainer

• Retainer create
• New Retainer Payment

Rotas

• Rota Leave Approve/Reject
• New Rota
• Rotas Time Change
• New Availabilities
• Cancel Rotas
• Days Off

Sales

• New Quote
• New Sales Order
• New Sales Invoice
• New Sales Invoice Payment
• Meeting Assigned

Support Ticket

• New Ticket
• New Ticket Reply

Project

• New Project
• New Task
• New Bug
• New Milestone
• Task Stage Updated
• New Task Comment

Training

• New Trainer

vCard

• New Appointment
• New Contact
• New Business
• Business Status Updated

Zoom Meeting

• New Zoom Meeting

Double Entry

• New Journal Entry

Commission

• New Commission Plan
• New Commission Receipt

Hotel & Room Management

• New Booking Coupon
• New Room Facility
• New Hotel Customer
• New Hotel Service
• New Room Booking
• New Room
• Change Hotel Theme

Workflow

• New Workflow

Portfolio

• New Portfolio
• Update Portfolio Status

Spreadsheet

• New Spreadsheet

Sales Agent

• New Program
• Sales Agent Request sent
• Sales Agent Request Accept
• Sales Agent Request Reject
• New Sales Agent
• New Sales Agent Order
• Update Order Status

Fix Equipment

• New Accessories
• New Asset
• New Audit
• New Component
• New Consumables
• New Licence
• New Location
• New Maintenance

Visitor Management

• New Visitor
• New Visit Reason

WordPress (WooCommerce)

• New Product

LMS

• New Course
• New Course Order
• New Custom Page
• New Blog
• New Rating

Agriculture Management

• New Agriculture Fleet
• New Agriculture Process
• New Agriculture Cycle
• New Agriculture Office
• New Agriculture Season
• New Agriculture Crop
• Assign Activity Cultivation
• New Agriculture Activity
• New Agriculture Service
• New Agriculture Cultivation

Feedback

• New Template
• New Feedback Rating

Tour & Travel Management

• New Season
• New Person Detail
• New Tour Booking
• New Tour Booking Payment
• New Tour
• New Tour Detail
• New Tour Inquiry
• New Transport Type

Newspaper Distribution Management

• New Newspaper Distribution Center
• New Agent
• New Journalist
• New Journalist Information
• New Advertisement
• New Newspaper

School-Institute Management

• New Teacher
• New Admissions
• New Parents
• New Students
• New Homework
• New Subject
• New Time Table

Waste Management

• New Collection Request
• Update Waste Inspection Status
• Collection Converted To Trip

Laundry Management

• New Laundry Request
• Request Convert to Invoice

Cleaning Management

• New Cleaning Team
• New Cleaning Booking
• New Cleaning Invoice

Property Management

• New Property
• New Property Units
• New Tenant
• New Property Invoice

Vehicle Inspection Management

• New Inspection Vehicle
• New Vehicle Inspection Request
• New Inspection List

Childcare Management

• New Parent
• New Child
• New Inquiry

Consignment Management

• New Consignment
• New Consignment Product
• New Purchase Order
• New Sale Order

Time Tracker

• New Tracker

Machine Repair Management

• New Machine
• New Repair Request

Hospital Management

• New Doctor
• New Patient
• New Hospital Appointment
• New Hospital Medicine

Form Builder

• New Form
• New FormField
• Convert To Modal

Timesheet

• New Timesheet

Assets

• New Asset
• New Asset Defective
• New Asset Distribution
• New Asset Extra

Performance

• New Appraisal
• New Goal Tracking
• New Indicator

Notes

• New Note

Financial Goal

• New Financial Goal

Internal Knowledge (KB)

• New Article
• New Book

Innovation Center

• New Creativity
• New Challenge
• New Category

ToDo

• New To Do
• Complete To Do

Documents

• New Document
• Update Status Document