Our Twilio integration enables outbound SMS messages from anywhere within Cherwell, pulling the mobile number from the associated Customer and saving a record of the text message to a Journal.
There are three versions of this mApp:
- Core — Provides all the components necessary to send SMS messages from anywhere
in the system. Running the One-Step will prompt for a recipient phone number and a
message to send, but both of these can be specified via Stored Values as well. The
One-Step clears these Stored Values out once the message has sent.
Core+Incident — Provides everything in Core, plus a One-Step to pull the
recipient phone number from an Incident's requestor. This will still prompt for the
message to send, then save the SMS as a "Journal - SMS Message".
Custom (recommended) — Use our Twilio mApp Installer utility to install Core, as well as
the additional functionality required to pull the recipient phone number from any
business object that has a 1-1 relationship to Customer (an additional relationship
to Journal is preferred, but not required). The installer will generate the One-Step
based on your existing content and generate a blueprint that can be further edited
or applied as-is.