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Set up your first integration
Quickly connect Copilot to Twilio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with Twilio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Call Phone" in Twilio.
You’re connected!
Zapier seamlessly connects Copilot and Twilio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Connect Copilot and Twilio to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Resolve incidents faster with automation
Learn how to automate Twilio on the Zapier blog
Frequently Asked Questions about Copilot + Twilio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Twilio
How do I start integrating Copilot with Twilio?
To integrate Copilot with Twilio, sign in to your account and navigate to the 'Integrations' section. From there, select Twilio as your application. Follow the on-screen instructions to connect to your Twilio account and set up your desired triggers and actions.
Can I automatically send SMS messages using Copilot and Twilio?
Yes, by setting up a trigger in Copilot such as an event or status change, you can automate SMS sending through Twilio. Define the triggers in our platform and create corresponding actions for message delivery.
What types of triggers can be used when integrating with Twilio?
Several trigger types can be utilized, including incoming calls, received messages in specific time frames, or changes in call/message statuses. These help initiate actions through our platform when certain criteria are met.
How do actions work in the integration process?
An action is what happens once a trigger is initiated. For instance, upon receiving a new message (trigger), you might send an auto-reply or log details into another application via our integration setup.
Is there support for multi-step workflows between Copilot and Twilio?
We support multi-step workflows where multiple actions follow a single trigger. For example, receiving a new call can trigger an SMS response while simultaneously updating a database with caller information.
Are there any limitations on the number of messages I can send via this integration?
The number of messages sent may be subject to Twilio's own limits or restrictions based on your account type. Please consult your Twilio plan for specifics and ensure that our integration settings align accordingly.
How secure is the data shared during integration between Copilot and Twilio?
Data security is paramount; we implement robust encryption protocols during data transfer between Copilot and Twilio, ensuring that all shared information remains confidential and secure throughout the process.
