To set up your Twilio account with Cerbo, go to Twilio's site and set up your account. Answer the initial questions as follows:


  • Which Twilio product are you here to use? – SMS
  • What do you plan to build with Twilio? – Alerts & Notifications
  • How do you want to build with Twilio? – With no code at all
  • What is your goal today? – 3rd Party Integrations

or the final question, your goal is "3rd Party Integration"


Once you are logged in, you will need to upgrade your account to be able to buy a number.  

Click Upgrade to upgrade and fund your account (the money you deposit will be used to pay the fees per SMS or Call (at the time of this writing $.75 per 100 SMS messages and/or calling starting at $0.0085/min to receive and $0.013/min to place).


Once your account is upgraded, make sure to set up a number.  The number should be capable of sending voice, SMS and MMS messages.



Every Twilio customers will need to register their phone number for successful sms messaging:

https://support.twilio.com/hc/en-us/articles/1260801864489-How-do-I-register-to-use-A2P-10DLC-messaging-



Once your number is set up, there are two remaining steps.  First, send us your account information.  Second, configure Twilio on your side.


Step 1: Send us your Twilio information

We need the following items from you to set up the Twilio integration in Cerbo.  They are:

  1. Security ID
  2. Authentication Token (help with where to find these in Twilio is here)
  3. The Twilio Phone Number(s)

Once you have this information, paste it into a sticky note in John Doe's chart.


Do not email Cerbo these credentials Once you have posted the information on a sticky note in John Doe's chart, please email support@cer.bo to let us know and we will enable your Twilio integration. 


Step 2: Configure your Twilio account

On the right side go to Account > General Settings:


 

Select the link to the Auth tokens & keys page:


Copy 



Do not email Cerbo these credentials Once you have posted the information on a sticky note in John Doe's chart, please email support@cer.bo to let us know and we will enable your Twilio integration. 



The last step is to configure webhooks, which will let Twilio alert Cerbo to new calls/messages.  There are three to add: incoming calls, call status changes, and incoming messages.  Use the links below, replacing [yourURL] with your Cerbo URL.

  • Incoming calls:             https://[yourURL].md-hq.com/apps/twilio/actions/inbound_call.php
  • Call status changes:     https://[yourURL].md-hq.com/apps/twilio/actions/finished.php
  • Incoming messages:    https://[yourURL].md-hq.com/apps/twilio/actions/inbound_sms.php


On the left side of your Twilio account console, in the "Develop" tab go to Phone Numbers > Manage > Active numbers and click on the number(s) that you'll be using with Cerbo to set the webhooks.



A support representative will let you know when the integration is activated. Then you'll be able to configure your phone numbers under Admin > Manage > Integrations > Twilio and start using them.


See also: