Twilio
Forms & messaging
Send SMS, WhatsApp, and voice messages from your workflows.
Overview
Connect Twilio with your Softr applications to send SMS messages straight from your no-code app. Confirm bookings, send reminders, alert your team, and keep customers in the loop — all triggered automatically by what happens inside Softr.
The Softr Twilio integration lets you turn any event in your app into a text message. Send SMS confirmations after a form submission, push real-time alerts to your operations team, or notify members the moment a record changes — without touching code.
Whether you're running a booking app, a customer portal, or an internal ops dashboard, Twilio gives your Softr workflows a direct line to your users' phones for the moments that matter most.
Available actions
- Send SMSSend a text message to any phone number using your Twilio account. Personalize the message with data from your Softr forms, records, or earlier workflow steps.
Example use cases
Usecase
Description
- Booking confirmationsText customers a confirmation with their date, time, and reference as soon as they submit a booking form.
- Appointment remindersSend a reminder SMS the day before a scheduled appointment to cut no-shows.
- Order and payment receiptsNotify customers their order has been placed or their payment has gone through.
- Urgent ops alertsPage your on-call team with an SMS when a high-priority ticket, lead, or issue lands in Softr.
- Member account notificationsWelcome new members or send verification-style alerts when sensitive account changes happen.
- Deadline and renewal remindersText customers ahead of subscription renewals, document deadlines, or expiring offers.
Key benefits
- No-code simplicity: Add SMS to any Softr workflow without writing code or wiring up APIs.
- Reach customers instantly: Texts get opened in seconds — perfect for confirmations, reminders, and time-sensitive alerts.
- Personalized at scale: Pull names, dates, order details, and any other field from your Softr app straight into the message body.
- Reliable global delivery: Lean on Twilio's carrier network to send messages to customers and team members anywhere in the world.
- Trigger-based automation: Fire texts off form submissions, sign-ups, status changes, or scheduled workflows — fully automated.
- Open your Softr app and go to Workflows.
- Create a new workflow and add the Send SMS Twilio action.
- Click Connect to Twilio and paste in your Account SID, Auth Token, and sender phone number.
- Your Account SID, Auth Token, and sender phone number can be found in your Twilio Console.
- Pick the trigger that should fire it — a form submission, record update, or scheduled run.
- Write your message and map fields from your Softr forms or records into the recipient number and message body.
- Save and activate your workflow.
