Twilio SMS
Send SMS notifications through your own Twilio account, triggered by the workflow & automation builder.
Availability — Included with the Appointments or Surveys module. Manage modules and your plan tier in Account & Billing.
The Twilio integration lets Knowledge ERP send text messages from your own Twilio number — most often as an automated notification.
Connecting #
On the Twilio settings page, enter your Twilio account SID, auth token, and sending number. The connection is stored per account.
Sending messages #
SMS is wired into the workflow & automation builder as a Send SMS
action. Build a rule — a trigger plus optional conditions — and add a Send SMS
action with the recipient and message (templated with {{placeholders}}).
For example: text a customer when their order ships, or alert a manager when an
invoice goes overdue.
How it runs #
When an automation rule fires, the Send SMS action calls Twilio to deliver the message. Because it's part of the automation builder, you control exactly when messages go out and what they say without writing any code.