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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.
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Written by GoFormz Support. 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.

    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.

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


    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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