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Twilio Integration

Use the Twilio integration to manage SMS communication workflows.

Updated over 2 months ago

Overview

The Twilio integration allows you to enhance your communication by ensuring that important messages are sent and tracked to keep your team informed.

You can use Taskade's Twilio integration in several ways.


Add Twilio to Agent Tools

Connecting your Custom AI Agents with Twilio to give them the ability to send text messages based on the context of your projects and tasks.

πŸ’‘ Note: Visit our guide to AI Agent Tools to learn more.


What Is Twilio Automation?

The Twilio automation allows you to automatically send SMS notifications or alerts directly from your projects. This connector is perfect for sending critical updates and timely reminders straight to the phones of your team members or clients.

πŸ’‘ Note: Visit our Automation Guide to learn more.


Twilio Triggers & Actions

Here are the triggers & actions you can use in your workflows:

(ACTION) Send SMS

Sends out a text message via Twilio.


Twilio Automation Settings

Connector options give you full control over the Twilio automation:

🏷️ Field

πŸ”€ Description

ACCOUNT

Connect your Taskade account to Twilio by clicking. This step is required.

FROM

Choose the phone number from which the SMS will be sent. This field is required and you may select from numbers you have configured in your Twilio account.

MESSAGE BODY

Type the content of the SMS in the provided space. You can dynamically insert data using the βž• button or typing "@" and selecting the data points.

TO

Enter the recipient's phone number where the SMS will be sent. This field is required and you can also dynamically insert data by typing "@".


Twilio Automation Use Cases

Not sure how to use the Twilio connector? Here are a few ideas:

πŸͺ„ Use Case

πŸ”€ Description

Send SMS notifications for task updates and project milestones

Automatically send SMS notifications via Twilio to team members for task updates and project milestones in Taskade.

Notify team of new project milestones via Twilio and Slack

Send SMS notifications via Twilio and Slack when significant project milestones are reached in Taskade.

Alert team of urgent tasks via SMS and email

Send an SMS alert via Twilio and an email via Gmail to notify team members of urgent tasks in Taskade.

Track project progress and send SMS updates

Create tasks in Taskade to track project progress and send timely SMS updates via Twilio.

Send reminders for upcoming deadlines via SMS and email

Automatically send SMS and email reminders for upcoming task deadlines in Taskade.

Notify team of new comments via SMS and Slack

Send SMS notifications via Twilio and Slack to relevant team members when new comments are added to a task or project in Taskade.


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