Twilio Setup

In order to set up Twilio connector in Creatio, we need to set up resources and the Twilio side, specifically:

1. Create TwiML application

2. Gather Account data

3. Create API Key

Here is the process of getting these data.

API key

1. Click API keys & tokens button (Fig. 1) (required to generate the token requested in the Twilio SDK)
   Fig. 1. API keys & tokens button

   Open

   

    

2. And then click Create API key button (Fig. 2)
   Fig. 2. Create API key button

   Open

   

    

3. Specify Friendly name and region and click Create API Key button. (Fig. 3)
   Fig. 3. Create API key button

    

4. 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)
   Fig. 4. Copy secret key

Application SID

To get the Application SID you need to do the following steps.

1. In the Console | Twilio go to the following menu Develop - Voice - Manage - TwiML apps (Fig. 5)
   Fig. 5. TwiML apps

    

2. If this tab (Voice) is not in the left menu, you need to add it via Explore Products (Fig. 6)
   Fig. 6. Explore Products

    

3. Create a new TwiML App (Fig. 7)
   Fig. 7. Create a new TwiML App

    

4. Then 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’

5. 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.