API Keys & Tokens creation steps:
Click API keys & tokens button (Fig. 1.) (required to generate the token requested in the Twilio SDK).
Fig. 1. API keys & tokens button
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b. And then click Create API key button (Fig. 2.)
Fig. 2. Create API key button
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2. Specify Friendly name and region and click Create API Key button. (Fig. 3.)
Fig. 3. Create API key button
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3. Now you need to copy those data to Creatio. SID is our API Key
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
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4. The SID of the application responsible for making outgoing calls. Used when generating a token. The application must be created once and used for all users. For Application SID you need to do following steps.
Application SID creation steps:
a. https://console.twilio.com/ go to the following menu Develop - Voice - Manage - TwiML apps (Fig. 5)
Fig. 5. TwiML apps
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If this tab (Voice) is not in the left menu, you need to add it via Explore Products (Fig. 6).
Fig. 6. Explore Products
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b. Create new TwiML App (Fig. 7).
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’
Address of the Creatio application for executing requests from Twilio. Without a slash at the end.(Fig. 8)
Fig. 8. VvtTwilioBaseAPIUrl
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c. Press create to save to Creatio TwiML App SID. (Fig. 9). This is our Application SID.
Fig. 9. TwiML App SID
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5. Then you need to fill System Settings for Twillio Conector in Creatio.
a. Go to the System Settings in Creatio (Fig. 10).
Fig. 10. Creatio/System Settings
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b. Put filter and type ‘twillio’ and press checkmark button (Fig. 11).
Fig. 11. Filter
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c. Fill the System settings with the information.
Fig. 12. Twillio System Settings
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6. Twilio number this is the phone number active in tvilio for affixing CallerID when making calls to external numbers. The list of active numbers can be viewed here(Fig. 10). The number must have an icon in the Voice column.
Fig. 10. Active Numbers
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6. Once Twilio account is set up, please also set up Creatio server using this instruction Anonymous endpoint settings in Creatio.
The API keys(SID) & tokens(Secret) that you have created using this instruction will be needed for the Setting Up Telephony for the User.This section describes basic settings in Twilio and Creatio.
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