In order to set up Twilio connector in Creatio, we need to set up resources and the Twilio side, specifically:
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Here is the process of getting these data:.
API key
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
Application SID
To get the Application SID you need to do the 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 a new TwiML App (Fig. 7)
Fig. 7. Create a new TwiML AppThen you will need to put the 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
Once Twilio account is set up, please also set up Creatio server using this instruction Anonymous endpoint settings in Creatio.
The API key (SID) & API token (Secret) that you have created using this instruction will be needed for the Setting Up Telephony for the User.