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Twilio Settings

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Updated
ByTeam Infin Leads

Integrating Twilio with accounting software allows users to add messaging, voice, and video capabilities to their software. This can help businesses provide better customer support and communication and automate certain processes and workflows.

Use Case

By integrating Twilio with your software, you can easily add messaging capabilities and automate certain processes, such as sending payment reminders or alerts about account activity. This can help improve customer satisfaction and reduce manual work for your team.

Instructions

  1. Go to Settings>System>Twilio
  2. Sign up for a Twilio account and obtain your account SID and auth token.
  3. In the accounting software, navigate to the settings section and select the “Integrations” tab.
  4. Click “Add Integration” and select “Twilio” from the list of available integrations.
  5. Enter your Twilio account SID, auth token, and other required information in the corresponding fields.
  6. Save the settings and test the integration to ensure everything is working correctly.
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