Twilio Integration

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:

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

   

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

   

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

   

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

1. IN the https://console.twilio.com/ 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 new TwiML App (Fig. 7)
   Fig. 7. Create new TwiML App

   

4. 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’

5. 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

1. Go to the System Settings in Creatio (Fig. 10).
   Fig. 10. Creatio/System Settings

   

2. Put filter and type ‘twilio’ and press checkmark button (Fig. 11)
   Fig. 11. Filter

   

3. Fill the System settings with the information (Fig. 12)
   Fig. 12. Twillio System Settings

   

4. 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

   

5. Twilio 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 Numbers
   

   

6. VvtTwilioBaseAPIUrl (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.

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.