In order to set up Twilio connector in Creatio, we need to set up resources and the Twilio side, specifically:
Create TwiML application
Gather Account data
Create API Key
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 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