Twilio is a powerful communication platform that enables messaging and other communication methods within systems and applications. Mainflow integrates with Twilio to send notifications via SMS and WhatsApp for booking events.
This guide explains how to integrate Twilio with Mainflow to send event notifications via SMS and WhatsApp.
Configure Mainflow Integration with Twilio/SMS #
To begin integrating Twilio with Mainflow, follow these steps:
Navigate to Mainflow Settings and look for SMS by Twilio, where you can configure the Twilio integration.
Retrieve Twilio Credentials #
To obtain the necessary credentials from Twilio, go to your Twilio account.
On your Twilio account’s homepage, you will find the Twilio Number and the credentials you need. Copy the following information from the Account Info section: Account SID, Auth Token, and My Twilio phone number.
Paste the copied credentials into the designated fields on the Mainflow Twilio configuration page. Then click the Save Settings button to store this information
Setting Up WhatsApp Sandbox for Mainflow #
To receive notifications via WhatsApp you have set up WhatsApp sandbox in Twilio. Follow the below steps to complete the process.
Connect to Sandbox #
In the left-hand sidebar of the Twilio Console, click on Messaging. Select Send a WhatsApp Message to access the WhatsApp Sandbox setup.
Twilio will provide you with a WhatsApp number and a code. These are necessary for sandbox activation.
Create a new contact on your personal WhatsApp account using the provided WhatsApp number and send the code you got from Twilio.
Business Initiated Message #
Now you can send your business template notification message to your WhatsApp number here.
User-Initiated Conversation #
In this step, reply to the notification from Twilio, which will appear as another Message notification in the Twilio WhatsApp Sandbox.
Wrapping Up #
Once you have completed the previous steps, click Next step. You will be guided to a completion page, confirming that the configuration of your WhatsApp Sandbox is done.
By following these steps, you will have successfully set up the WhatsApp Sandbox.
Setting Up SMS Notifications via Twilio #
With Twilio integrated, you can now set up SMS and WhatsApp notifications for your events. Visit the Mainflow Dashboard and go to Calendars.
You have the flexibility to change the SMS/WhatsApp notification settings for existing bookings or create new event types.
You can personalize your SMS/WhatsApp notifications by specifying when to send them and editing the content.
If desired, you can select the default Host Number or provide a Custom Number to receive notifications and create custom SMS messages. You can also include various shortcodes for additional customization—click on the three-dot button to view available shortcodes. Select the send option for SMS or WhatsApp, then click the Save SMS button.
With these simple steps, you’ve successfully integrated Twilio into Mainflow and configured SMS/WhatsApp notifications for your events. If you have any further questions or need assistance with Twilio integration, please don’t hesitate to contact us.