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Release Updates
Release 22.2.8 - Pre-populating fields, Hidden Inputs, Bug Fixes

Twilio

Follow these simple steps if you would like to 

  • automatically send an SMS to your visitors once they have provided their phone number,
  • and more!

Advanced Connections are not available anymore. Scroll down to find instructions on how to connect to third-party tools through a webhook. 

 

Navigate to Advanced Connections

To Create Advanced Connections ensure you are on the Edit tab at the top of your screen. 

Navigate to the Connectors tab on the left panel. You can manage your connections at the step or flow level.

Select the Add connector button and a modal will appear. 

Navigate to Create Advanced Connections from either the tab at the top of the card below.

You will enter the details screen for Advanced Connections. Select Create Connection to begin. Note: you need to be granted access to use this feature. 

Connect Twilio with Advanced Connections

There are four parts to setting up an advanced connection.

Step one: Select your App


Select the plus + button that appears underneath the actions heading. Use this to start building what you want to happen every time a user completes a step or flow. You have multiple options to choose from:

  • Action in app
  • IF condition
  • IF/ELSE condition
  • Repeat action
  • Call function
  • Stop job
  • Handle errors

Select Action in the app. From here you will be able to search for the app you would like to connect. 

Step two: Choose an action

Select what you want to happen in the app when a user completes a step or flow.

Step three: Connection

Connect Upflowy to Twilio with your own credentials. Note: this connection is only visible to you, and other users cannot access it. 

Step four: Setup

Now, all you need to do is customize the settings to achieve the goal you are looking for. This will depend on your specific needs. 

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