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Twilio integration
Set Up a New Twilio Connection
Set Up a New Twilio Connection

Set up a new Twilio Integration on the Connected Apps page of the GoFormz web app.

Updated over a week ago

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 in the GoFormz web app.

  1. Access the More drop-down menu.
    Click Connected Apps.
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    Screenshot image showing the location of the "Add Connection" in the Connections list in GoFormz.

    You'll automatically navigate to App Connections.

  2. Click Add Connection.
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    Screenshot image showing the location of "Add Connection" in the Connections list in GoFormz.


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


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  3. Enter your Twilio Auth Token and Account SID credentials.
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    ​Note: Find these credentials in Twilio on the Console Dashboard page in the Account Info pane.
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  4. Click Add.
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    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").
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    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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