Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Twilio to Sana to manage your cloud communications. Send and receive SMS messages, look up phone numbers, access call recordings and transcripts directly from Sana

In summary, the connector has the following key characteristics:

Category: Communication
Connector type: Real-time
Auth type: API keys
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List messages

Send messages

Delete messages

List calls

Make calls

Delete calls

Look up phone numbers

Read recordings

List transcripts

SMS verification

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Twilio. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Check verification token

Create verification service

Delete call

Delete message

Download recording media

Get call

Get message

Get transcripts

List application sid options

List calls

List from options

List incoming phone number options

List message media

List messages

List parent call sid options

List recording i d options

List service sid options

List sid options

List transcript sids options

List transcripts

Make phone call

Phone number lookup

Send message

Send sms verification

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Twilio.

Trigger

New Call (Instant)

New Incoming SMS (Instant)

New Phone Number

New Recording

New Transcript Created

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Twilio when generating the key.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Twilio in the list of available connectors

Scroll to the Available connectors section and locate Twilio.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Twilio card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Provide your Twilio credentials

You'll be asked to paste the credentials for Twilio so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 6: Complete the set up

You've successfully connected your Twilio account. Click Continue to complete the setup and start using the connector.