Portal Community
What this node does: The Twilio node integrates with the Twilio REST API to send SMS messages, send WhatsApp messages via Twilio's WhatsApp Business, initiate outbound voice calls controlled by TwiML, and retrieve call transcriptions. All phone numbers and message content support BizFirst expressions for fully dynamic, workflow-driven communications.

Supported Operations

OperationDescription
sendSmsSend an SMS message to any phone number from a Twilio-registered phone number or Messaging Service SID.
sendWhatsAppSend a WhatsApp message via Twilio's WhatsApp Business profile.
makeCallInitiate an outbound voice call to a phone number, controlled by a TwiML instruction document.
getTranscriptionRetrieve the transcript of a recorded call by its Recording SID.

Key Capabilities

Business Benefits

Immediate Reach Without App Dependency

SMS reaches any mobile device globally without requiring the recipient to have a smartphone app. Twilio's extensive carrier network ensures high deliverability for critical notifications.

Programmable Voice for Automated Outreach

Conduct automated phone surveys, deliver voice notifications to users who prefer calls, or initiate call flows for customer verification — all driven by workflow context without human operator involvement.

Compliance and Audit Trail

Record calls and retrieve transcriptions for regulatory compliance in industries such as finance, healthcare, and legal. Store transcriptions directly in your document management system or database via downstream nodes.

Use Cases

Two-Factor Authentication SMS

Send OTP codes via SMS for account security verification, transaction authorisation, or password resets.

Appointment and Delivery Reminders

Send personalised SMS reminders for appointments, deliveries, and bookings with rescheduling links.

Emergency Broadcasts

Rapidly notify a list of staff or customers via SMS in emergency situations — staff safety alerts, service outage notifications, or evacuation instructions.

Phone Surveys

Make outbound calls that play a survey script and gather DTMF responses (1 for yes, 2 for no), recording results back into the workflow for analysis.

Support Ticket Creation via SMS Reply

When a customer replies to an SMS (via Twilio inbound webhook), parse the reply and automatically create a support ticket in the CRM, then send a confirmation SMS back.

In This Guide

Configuration

Properties for sendSms, sendWhatsApp, makeCall, and getTranscription operations.

Input & Output

Output ports, output schemas, and example API response objects.

Examples

Five examples: 2FA SMS, appointment reminder, emergency broadcast, voice call, and transcription retrieval.

Twilio credentials: Store your Twilio Account SID and Auth Token in the BizFirst Credentials Manager. Never embed these values directly in workflow configuration. Twilio credentials provide full account access including call control and billing.