Twilio (SMS + WhatsApp)
Paste an API keyText a document link the moment a flow finishes.
What you can do
- Send an SMS or WhatsApp message with Twilio — message plus the run's document links, delivery-status checked
No false success: every send/create in Twilio (SMS + WhatsApp) is verified — ASHDOCS reads the item back from Twilio (SMS + WhatsApp)'s API before the step turns green. If it can't be found, the run fails honestly instead of pretending.
Get your Twilio (SMS + WhatsApp) credentials
- 1In the Twilio Console dashboard copy your Account SID (AC…) and Auth token.
- 2You also need a Twilio phone number (or WhatsApp sender) to send from.
Add the connection in ASHDOCS
- 1Open the Connections page in the flows console.
- 2Click “Connect with a key” and pick Twilio (SMS + WhatsApp).
- 3Paste: Account SID, Auth token, From number. ASHDOCS validates the credentials against Twilio (SMS + WhatsApp) before saving — a bad key is rejected with a plain-English reason, never stored.
Use it in a flow
In the flow builder, add the Twilio (SMS + WhatsApp) step, pick your connection, and fill the fields — values from earlier steps drop in as {{s1.field}} placeholders. Then hit Test this step in the step's panel to run it on its own before switching the flow on.
Troubleshooting
Trial account errors
Twilio trials can only text verified numbers — verify the recipient in the console or upgrade.
WhatsApp messages fail
Set the step's channel to whatsapp and use an approved WhatsApp sender; the whatsapp: prefix is added automatically.
FAQ
Is delivery verified?
Yes — the message is read back by SID and the step fails honestly if Twilio reports failed or undelivered.
Number format?
Always +country format, e.g. +14155552671.