In RemOnline, you can notify your clients and employees about events on work orders, leads and tasks using SMS.
Twilio is an international platform for sending SMS. To configure a direct integration, follow a few simple steps.
Important: this integration is available starting with the Startup plan.
Step 1
Create an account in Twilio. Then log in to your Twilio account and navigate to Console.
Copy your Account SID, Auth Token and My Twilio Phone Number from the Account info.
Note, you may use a few phone numbers in Twilio, but you need to choose only one of them for sending SMS in RemOnline.
Step 2
In RemOnline, navigate to the Settings > Integrations page, find Twilio and press the Configure button.
Tick the Integration enabled checkbox and paste Account SID, Auth Token and My Twilio Phone Number that you’ve copied from your Twilio account. Save settings.
Done! Integration is enabled and you can now configure automatic notifications or send SMS manually 😉
You can find a report on sent SMS on the Reports > Marketing > Sent SMS page.
