Sending a Process Flow to Send SMS Messages Through Twilio

Once you have configured Aptify with your Twilio account information (see Configuring a Twilio Accounts Record and Configuring a Twilio Numbers Record for details), you can use the stock Twilio SMS process flow provided by Aptify (Send SMS Message via Twilio) to send text message when certain events occur or create your own process flow using the Send Twilio Message process component.  For example, you could configure the process to send a  message to a particular number when a Person record is updated.

Below is an overview of testing the Aptify Twilio SMS process flow using the Process Flow Run feature.

1. Log into Aptify Desktop interface as an administrator user.
2. Go to the Process Flows service.
   • This service is found under the Process Pipeline service.
      
3. Open the Send SMS Message via Twilio process flow.
4. Under the Debug menu, select the Run option.
5. In the Value field of the To input property, enter a valid phone number (using a standard phone format) to receive the text message.
   • The number you enter must be verified through your Twilio account. Log into your Twilio account at twilio.com and go to the Numbers page > Verify a Number for more details.
   • Supported formats include: 
     • (123) 456-7890
     • +1 123-456-7890

     • 123-456-7890
        

6. In the Value field of the Message record and enter the text of the message that will be sent as an SMS message. 
7. In the Value field of the AccountID record and enter the ID of your Twilio Accounts record
   • • You must create a Twilio Accounts record first. See Configuring a Twilio Accounts Record for more details.
        
8. Run the debugger.
9. Verify your test message was received.