Introduction
Connect Twilio to Sana to manage your cloud communications. Send and receive SMS messages, look up phone numbers, access call recordings and transcripts directly from Sana In summary, the connector has the following key characteristics:
Category: Communication
Connector type: Real-time
Auth type: API keys
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List messages |
Send messages |
Delete messages |
List calls |
Delete calls |
Look up phone numbers |
Read recordings |
List transcripts |
SMS verification |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Twilio. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Check verification token |
Create verification service |
Delete call |
Delete message |
Download recording media |
Get call |
Get message |
Get transcripts |
List calls |
List message media |
List messages |
List transcripts |
Phone number lookup |
Send message |
Send sms verification |
Scope and permissions
This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Twilio when generating the key.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Twilio in the list of available integrations
Scroll to the Available integrations section and locate Twilio.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Provide your Twilio credentials
You'll be asked to paste the credentials for Twilio so Sana can store them securely and use them to call the connector's APIs on your behalf.
Step 5: Complete the set up
You've successfully connected your Twilio account. Click Continue to complete the setup and start using the connector.