Before you begin, verify that you have access to an existing Twilio account.

Note: GoFormz requires that you have access to Twilio enabled through your GoFormz account. Contact your GoFormz Account Manager to enable this access.

Create a Twilio connection in the GoFormz web app by following the steps below.

  1. Access the More drop-down menu.
    Click Connected Apps.

    Screenshot image showing the location of the

    You will automatically navigate to App Connections.

  2. Click Add Connection.

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    The Twilio log-in window will appear.

    Screenshot image showing the Twilio log-in form displayed when creating a Twilio connection in GoFormz.


  3. Enter your Twilio Auth Token and Account SID credentials.

    Note: Find these credentials in Twilio on the Console Dashboard page in the Account Info pane.

  4. Click Add.

    When your new connection is successfully established, you will see a new connection on your Twilio Connections list with a generic name (ex. "Twilio Connections - 1").

    Screenshot image showing the Twilio connections list in GoFormz.


    Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Twilio username as part of the connection name.

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