Setting up your Twilio Integration
Modified on: Wed, 7 Sep, 2022 at 1:27 PM
To set up your Twilio account with Cerbo, go to Twilio's site and set up your account. Answer the initial questions as follows:
For the final question, your goal is "3rd Party Integration"
Once you are logged in, you will need to upgrade your account to be able to buy a number.
Click Upgrade to upgrade and fund your account (the money you deposit will be used to pay the fees per SMS or Call (at the time of this writing $.75 per 100 SMS messages and/or calling starting at $0.0085/min to receive and $0.013/min to place).
Once your account is upgraded, make sure to set up a number. The number should be capable of sending voice, SMS and MMS messages.
Once your number is set up, there are two remaining steps. First, send us your account information. Second, configure Twilio on your side.
Step 1: Send us your Twilio information
We need the following items from you to set up the Twilio integration in Cerbo. They are:
- Security ID
- Authentication Token (help with where to find these in Twilio is here)
- The Twilio Phone Number(s)
To share those with us, you can email email@example.com or post the information on a sticky note in John Doe's chart and then let us know at firstname.lastname@example.org to go and retrieve that information.
Step 2: Configure your Twilio account
On the right side go to Account > General Settings:
Select the link to the Auth tokens & keys page:
Do not email Cerbo these credentials Once you have posted the information on a sticky note in John Doe's chart, please email email@example.com to let us know firstname.lastname@example.org and we will enable your Twilio integration.
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