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In order to set up Twilio connector in Creatio, we need to set up resources and the Twilio side, specifically:
Create TwiML application
API Keys & Tokens creation stepsGather Account data
Create API Key
Here is the process of getting these data:
Click API keys & tokens button (Fig. 1
.) (required to generate the token requested in the Twilio SDK)
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Fig. 1. API keys & tokens button
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And then click Create API key button (Fig. 2
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Fig. 2. Create API key button
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Specify Friendly name and region and click Create API Key button. (Fig. 3
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Fig. 3. Create API key button
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Copy and save the SID and Secret locally on your PC
ATTENTION this is the only chance to copy and save a Secret. After clicking the Done button, it will be hidden. (Fig. 4
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Fig. 4. Copy secret key
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To get the Application SID you need to do following steps.
Application SID creation steps:
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IN the https://console.twilio.com/
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go to the following menu Develop - Voice - Manage - TwiML apps (Fig. 5)
Fig. 5. TwiML apps
If this tab (Voice) is not in the left menu, you need to add it via Explore Products (Fig. 6)
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Fig. 6. Explore Products
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Create new TwiML App (Fig. 7)
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Fig. 7. Create new TwiML App
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Then you will need to put Request URL and choose the Request Method:
Request URL - [Address of the Creatio application]/0/ServiceModel/VvtTwilioServiceHelper.svc/MakeOutgoingCall
Request Method - ‘GET’
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Address of the Creatio application for executing requests from Twilio. Without a slash at the end.(Fig. 8)
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Press create to save to Creatio TwiML App SID. (Fig. 9). This is our Application SID
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Fig. 9. TwiML App SID
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.png?version=1&modificationDate=1663069592248&cacheVersion=1&api=v2&width=215)
5. Then you need to fill System Settings for Twilio Conector Connector in Creatio.
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Go to the System Settings in Creatio (Fig. 10).
Fig. 10. Creatio/System Settings
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Put filter and type ‘twilio’ and press checkmark button (Fig. 11)
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Fig. 11. Filter
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Fill the System settings with the information (Fig. 12)
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Fig. 12. Twillio System Settings
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Twilio Account SID and Twilio Account token(Auth Token) (Items 1 and 2) you can find on the main page of Twilio Console (Fig. 13)
Fig. 13. Twilio Console
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Twilio Default Number(Caller ID) (Item 3) this is the arbitrary active phone number
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in Twilio. The list of active numbers can be viewed
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in Twilio under Active Phone Numbers section (Fig. 14). The number must have an icon in the Voice column
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Fig. 14. Active Numbers
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.png?version=1&modificationDate=1663143492377&cacheVersion=1&api=v2&width=328)
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VvtTwilioBaseAPIUrl (Item 4)is the address of the Creatio application for executing requests from Twilio. Without a slash at the end
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(Fig. 8)
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Fig. 8. VvtTwilioBaseAPIUrl
Once Twilio account is set up, please also set up Creatio server using this instruction Anonymous endpoint settings in Creatio.
The API keyskey (SID) & tokensAPI token (Secret) that you have created using this instruction will be needed for the Setting Up Telephony for the User.