Introduction

Introducing Twilio, a cloud communications platform that allows you to integrate various communication channels into your applications. Twilio provides APIs for tasks such as sending text messages and making phone calls programmatically. It is widely used by businesses to improve customer engagement and automate communication processes. With Twilio, you can set up notifications for different tasks, such as notifying team members of new assignments, informing users about invoices, and tracking revenue changes. Its flexibility and features make Twilio an essential tool for creating effective communication solutions.

Add-on Setting Steps

To set up Twilio, follow these steps:

  1. Purchase the Add-on:
    • Go to the “Subscription Plan” page.
    • Click on the “Usage Plan” and locate the Twilio Add-on.
    • Purchase the add-on.
  2. Access Twilio Settings:
    • After purchasing, go to the settings page.
    • Click on “System Settings” and find Twilio.

How to Use the Twilio Add-on

  1. Enter Credentials:
  1. Configure Notifications:
    • Choose the modules for which you want to enable or disable notifications. Customize notifications for various modules as follows:
  2. Accounting Module:
    • New CustomerNew BillNew VendorNew RevenueNew Payment
    Appointment Module:
    • New AppointmentAppointment Status
    CMMS Module:
    • Work Order RequestNew SupplierNew POsWork Order AssignedNew PartNew ComponentNew LocationNew PMs
    Contract Module:
    • New Contract
    Fleet Module:
    • New VehicleNew BookingNew InsuranceNew MaintenanceNew Booking PaymentNew Fuel
    General Module:
    • New InvoiceInvoice Status UpdatedNew ProposalProposal Status UpdatedCreate UserBank Transfer Payment Status Updated
    HRM Module:
    • New AwardNew AnnouncementNew HolidaysNew Monthly PayslipNew EventNew Company PolicyLeave Approve/RejectNew Trip
    CRM Module:
    • New LeadLead to Deal ConversionNew DealLead MovedDeal Moved
    LMS Module:
    • New CourseNew Course OrderNew Custom PageNew BlogNew Rating
    POS Module:
    • New PurchaseNew Warehouse
    Recruitment Module:
    • New JobNew Job ApplicationInterview ScheduleConvert To Employee
    Retainer Module:
    • Retainer CreateNew Retainer Payment
    Rotas Module:
    • New RotasRotas Time ChangeNew AvailabilityCancel RotasDays Off
    Sales Module:
    • New QuoteNew Sales OrderNew Sales InvoiceNew Sales Invoice PaymentMeeting Assigned
    Support Ticket Module:
    • New TicketNew Ticket Reply
    Project Module:
    • New ProjectNew MilestoneNew TaskTask Stage UpdatedNew Task CommentNew Bug
    Training Module:
    • New Trainer
    vCard Module:
    • New AppointmentNew ContactNew BusinessBusiness Status Updated
    Zoom Meeting:New Zoom MeetingDouble Entry:
    • New Journal Entry
    Commission:
    • New Commission PlanNew Commission Receipt
    Holiday:
    • New Booking CouponNew Room FacilityNew Hotel CustomerNew Hotel ServiceNew Room BookingNew RoomChange Hotel Theme
    Workflow:
    • New Workflow
    Portfolio:
    • New Portfolio
    • Update Portfolio Status
    Spreadsheet:
    • New Spreadsheet
    SalesAgent:
    • New ProgramSales Agent Request SentSales Agent Request AcceptedSales Agent Request RejectedNew Sales AgentNew Sales Agent OrderUpdate Order Status
    Fix Equipment:
    • New AccessoriesNew AssetNew AuditNew ComponentNew ConsumablesNew LicenseNew LocationNew Maintenance
    WordPress WooCommerce:
    • New Product
    Visitor Management:

These are the modules for which you can customize notifications. Follow the same process for other modules as needed.