In order to set up Twilio connector in Creatio, we need to set up resources and the Twilio side, specifically:
...
Click API keys & tokens button (Fig. 1) (required to generate the token requested in the Twilio SDK)
Fig. 1. API keys & tokens buttonAnd then click Create API key button (Fig. 2)
Fig. 2. Create API key buttonSpecify Friendly name and region and click Create API Key button. (Fig. 3)
Fig. 3. Create API key buttonCopy 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)
Fig. 4. Copy secret key
To get the Application SID you need to do following steps.
IN the https://console.twilio.com/ go to the following menu Develop - Voice - Manage - TwiML apps (Fig. 5)
Fig. 5. TwiML appsIf this tab (Voice) is not in the left menu, you need to add it via Explore Products (Fig. 6)
Fig. 6. Explore ProductsCreate new TwiML App (Fig. 7)
Fig. 7. Create new TwiML AppThen 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’Press create to save to Creatio TwiML App SID. (Fig. 9). This is our Application SID
Fig. 9. TwiML App SID
Then you need to fill System Settings for Twilio Connector in Creatio
Go to the System Settings in Creatio (Fig. 10).
Fig. 10. Creatio/System SettingsPut filter and type ‘twilio’ and press checkmark button (Fig. 11)
Fig. 11. FilterFill the System settings with the information (Fig. 12)
Fig. 12. Twillio System SettingsTwilio 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 ConsoleTwilio Default Number (Caller ID) (Item 3) this is the arbitrary active phone number in Twilio. The list of active numbers can be viewed in Twilio under Active Phone Numbers section (Fig. 14). The number must have an icon in the Voice column
Fig. 14. Active NumbersVvtTwilioBaseAPIUrl (Item 4)is the address of the Creatio application for executing requests from Twilio. Without a slash at the end (Fig. 8)
Fig. 8. VvtTwilioBaseAPIUrl
Once Twilio account is set up, please also set up Creatio server using this instruction Anonymous endpoint settings in Creatio.
...