Overview

Twilio is a cloud communications platform used by organizations to send and receive SMS, MMS, and other messages programmatically via API.

Common uses for the Alchemer Twilio integration

• Personalize emails and workflow steps with information in Twilio
• Use Twilio information in workflow logic
• Trigger SMS or MMS notifications automatically when a workflow step is reached

What can the Alchemer Twilio integration do?

• Send Message
• Send Message Using Content Template

You will need

• Twilio API credentials (Account SID and Auth Token)
• An Alchemer plan that includes integrations and the Integration Manager permission enabled.  
  • Contact us if you are unsure if your plan includes integrations.

Setup Alchemer Twilio integration in workflow

Twilio | Send Message

You will need:

• Twilio API credentials (Account SID and Auth Token)
• Field containing the recipient phone number
• A Twilio phone number or Messaging Service SID to send messages from

Configure the action

1. Open your workflow in Workflow builder.
2. On the right side, drag and drop the Twilio connection where you want the action to trigger.
3. In the connection box, click the pencil icon in the top right corner.
4. Select Twilio | Send Message.
5. Twilio | Authentication: Select an existing authentication or create a new authentication.
6. Twilio |Create message: Select the fields in this workflow that contain the values you want to use to map to the Twilio fields. All fields are required.
   • Note: You can use a standard E.164 number format or a Twilio channel address. The 'From' field can be a messaging service SID
7. Save the action.

Status codes

• 200: Successfully sent message
• 400: Failed to send message

Twilio | Send Message Using Content Template

You will need:

• Twilio API credentials (Account SID and Auth Token)
• Field containing the recipient phone number
• A Twilio phone number or Messaging Service SID to send messages from
• A Twilio Content Template SID
• Content variables (optional)

Configure the action

1. Open your workflow in Workflow builder.
2. On the right side, drag and drop the Twilio connection where you want the action to trigger.
3. In the connection box, click the pencil icon in the top right corner.
4. Select Twilio | Send Message Using Content Template.
5. Twilio | Authentication: Select an existing authentication or create a new authentication.
6. Twilio | Create message: Select the fields in this workflow that contain the values you want to use to map to the Twilio fields. All fields are required.
   • Note: You can use a standard E.164 number format or a Twilio channel address. The 'From' field can be a messaging service SID.
7. Twilio | Content variables: Map the Alchemer fields for each of the content template variables you want to pass.
   • Note: You will need to type the name of your variable on the right side of the mapper and select it.
8. Save the action.

Status codes

• 200: Successfully sent message
• 400: Failed to send message

Testing and Troubleshooting

Testing and Validation

How to test

• Trigger the workflow and monitor individual runs in monitor tab in your workflow
  • Click on individual workflow runs to see metadata outputs
• Confirm the expected message is sent via Twilio.
• Use metadata for verification and debugging.

How to verify results

• Check the message log in your Twilio console.
• Ensure retrieved or updated values match expectations.

Monitoring Integration Activity

 Where to find logs

• Go to Monitor
• Select the integration step you want to inspect.

What logs display

• Input/Output

Troubleshooting

Authentication issues

• Incorrect or expired credentials
• Missing permissions in Twilio

Lookup failures

• Invalid identifier values
• No matching records

Mapping errors

• Unsupported or invalid fields
• Incorrect formatting

API errors

• Validation issues
• Endpoint restrictions

FAQs