Overview
The Twilio integration provides the ability to scale the sending of emails when requesting Carrier quotes and performing other TMS actions. This integration provides additional email sends when routinely reaching the Salesforce cap.
Setup
Enter Credentials
Enable the Twilio integration by:
Navigating to TMS Admin,
Select Credentials.
Select the Global Services tab,
Find Twilio in the list and open the card.
Check the Enabled box.
Enter the User ID into the text field. This is the single verified email address from Twilio.
Click the Save button when finished.
Valid credentials are required from a Twilio subscription. See examples in the table below.
User ID | Password 1 | Password 2 | Customer Number |
|---|---|---|---|
Email Address | API Key generated on the Twilio portal. |
If Domain Authentication setup was completed, the User ID is "Revenova" instead of the email address.
Remote Site Settings
Upgrading from previous versions of the TMS may have outdated information. Check that the Remote Site Settings for the Twilio integration URL are up to date.
Click the Setup gear icon in the top right corner.
From the drop-down, click Setup.
In the Quick Find Toolbar type Remote Site Settings and click the link.
From the list of remote sites find Twilio and click the Edit link.
Update the Remote Site URL to match the Service URL below:
Service URL: https://api.sendgrid.com
Test Service URL: https://api.sendgrid.com
Error:
Orgs that do not use the Twilio integration may experience issues sending emails like Carriers not receiving Load tender emails from the Email Loop. Confirm the Enabled field is NOT Checked on the Twilio credentials card.
The Twilio integration requires a file extension for all attached documents. Uploading files into the TMS with any Revenova components maintains the file extension. Uploading documents with Salesforce components removes the file extension. Salesforce components for uploading documents are described here.