Twilio Integration
Via ZapierAgencyPro connects to Twilio through Zapier, not a built-in integration. A Zap can send an SMS or WhatsApp message through your Twilio number when an AgencyPro event fires, for example when an invoice is created or a request is completed.
Connects via Zapier
AgencyPro connects with Twilio through Zapier, not a native built-in integration. You build automated workflows ("Zaps") with the AgencyPro app on Zapier, which has triggers for clients, requests, tickets, invoices, payments and order forms. You need the AgencyPro Plus plan and a Zapier account. Zapier's Free plan runs two-step Zaps; multi-step Zaps and premium apps need a paid Zapier plan.
Browse AgencyPro ZapsWhy connect Twilio with AgencyPro
For clients who do not read email, a text message gets noticed. With Zapier, AgencyPro events such as Invoice Created or Request Updated can run Twilio's Send SMS or Send WhatsApp Message action from your Twilio number.
You pay Twilio for numbers and messages at Twilio's rates, and you are responsible for consent rules such as TCPA in the US. WhatsApp sending needs an approved WhatsApp sender in Twilio.
Key features
Benefits for your agency
How agencies use Twilio with AgencyPro
Invoice notice by text
Invoice Created sends a short SMS with the amount to the client's phone number.
Work-ready alerts
Request Updated, filtered to your completed status, texts the client that work is ready to review.
Urgent ticket alert to your team
Ticket Created with high priority texts the on-call team member.
How to set up Twilio with Zapier
- Check that your AgencyPro workspace is on the Plus plan, which includes Zapier.
- Create a Zapier account if you don't have one. Check whether your Zap needs a paid Zapier plan.
- Open the AgencyPro app on Zapier and create a new Zap. Connect your AgencyPro account when Zapier asks.
- Choose the trigger: an AgencyPro event such as Invoice Created or Payment Created, or a Twilio event if data should flow into AgencyPro.
- Add Twilio (or AgencyPro) as the action app and connect that account.
- Map the fields, test with a real record, then turn the Zap on.
Frequently asked questions
Can AgencyPro make voice calls through Twilio?
This setup covers SMS and WhatsApp messages. We do not describe voice call Zaps here.
Do client replies appear in AgencyPro?
Not automatically. A reply to your Twilio number can trigger a Zap, for example one that runs AgencyPro's Create Comment or Send Message action.
Which AgencyPro plan do I need?
Plus, which includes Zapier.
More Communication integrations
Ready to get started?
See how Twilio fits into your AgencyPro setup, or ask us which plan you need.