The Twilio integration lets Taskip send SMS messages directly to your contacts — automatically, or on demand.

Once connected, you can send text messages from Taskip workflows (for contacts, invoices, leads, projects, support tickets, and more), or send manual SMS messages directly from a sales deal. Every message goes out from your own Twilio phone number.

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Before You Start

You will need a Twilio account with:

• Your Account SID — starts with AC, found on your Twilio dashboard
• Your Auth Token — found next to the Account SID on your Twilio dashboard
• A Twilio phone number — a number you’ve purchased in Twilio that can send SMS

Where to find your credentials:

1. Log in at twilio.com/console
2. On the main dashboard, copy your Account SID and Auth Token
3. Go to Phone Numbers → Manage → Active Numbers to find your SMS-capable number

Your phone number must be in international format starting with + — for example +14155552671. No spaces, no dashes.

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Step-by-Step: Connect Twilio

Step 1 — Open the Integration Settings

In Taskip, go to: Settings → Integrations → SMS (Twilio)

You will see a form with three fields: Account SID, Auth Token, and From Number.

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Step 2 — Enter Your Credentials

Fill in:

• Account SID — paste from Twilio dashboard (must start with AC)
• Auth Token — paste from Twilio dashboard
• From Number — your Twilio phone number in + format (e.g. +14155552671)

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Step 3 — Test Before Saving

Click Test Connection.

Taskip will check whether your credentials are valid — without saving anything yet.

• Green = credentials verified, you’re good to go
• Red = something is wrong (check the error message)

Common reasons a test fails:

• Account SID doesn’t start with AC
• Auth Token is incorrect or was recently regenerated in Twilio
• From Number is not in +E.164 format

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Step 4 — Save the Connection

Once the test passes, click Connect.

Taskip saves your credentials (encrypted) and activates the integration. SMS sending is now available across Taskip’s workflows and sales tools.

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Disconnect Twilio

Go to Settings → Integrations → SMS (Twilio) and click Disconnect.

This deactivates SMS sending but keeps your credentials saved. If you reconnect later, you won’t need to re-enter them — just click Connect again.

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How SMS Is Used in Taskip

Once connected, SMS can be triggered in two ways:

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1. Workflows (Automatic)

Workflows are automated sequences you build in Taskip. You can add an “Send SMS” action to any workflow, and Taskip will send the message automatically when the workflow runs.

SMS is supported in these workflow types:

Workflow Type	When SMS can be triggered
Contact	When a contact is created, updated, or a tag is added
Lead	When a lead is created or its status changes
Invoice	When an invoice is sent, paid, or overdue
Support Ticket	When a ticket is opened, updated, or resolved
Quotation	When a quote is sent or accepted
Project / Task	When a project or task is created or completed
Form	When a form is submitted

How to add SMS to a workflow:

1. Go to Automation → Workflows
2. Open or create a workflow
3. Add a new action step → select Send SMS
4. Enter the recipient phone number (or use a placeholder like {{contact_phone}})
5. Write your message — use placeholders to personalise it
6. Save the workflow

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2. Sales Pipeline — Manual SMS

You can send a one-off SMS directly from a deal in your Sales Pipeline.

1. Open a deal in the Sales Pipeline
2. Click the SMS button in the deal activity panel
3. Enter your message
4. Click Send

The message is logged as an activity on the deal, including the delivery status from Twilio.

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Writing SMS Messages — Placeholders

When writing SMS content in a workflow, use placeholders to personalise each message automatically. Taskip replaces them with real data when the message is sent.

Contact Workflows

Placeholder	What it inserts
{{contact_name}}	Contact’s full name
{{contact_email}}	Contact’s email address
{{contact_phone}}	Contact’s phone number

Lead Workflows

Placeholder	What it inserts
{{lead_name}}	Lead’s name
{{lead_email}}	Lead’s email
{{lead_phone}}	Lead’s phone number
{{lead_value}}	Deal value
{{created_at}}	Date the lead was created

Invoice Workflows

Placeholder	What it inserts
{{invoice_no}}	Invoice number
{{subject}}	Invoice subject/title
{{due_date}}	Payment due date
{{total_amount}}	Total invoice amount
{{client_name}}	Client’s name
{{client_email}}	Client’s email

Support Ticket Workflows

Placeholder	What it inserts
{{client_name}}	Client’s name
{{client_email}}	Client’s email

Project / Task Workflows

Placeholder	What it inserts
{{title}}	Project or task title
{{description}}	Description
{{start_date}}	Start date
{{end_date}}	End date
{{project_name}}	Project name

Form Workflows

Placeholder	What it inserts
{{name}}	Submitter’s name
{{email}}	Submitter’s email
{{phone}}	Submitter’s phone
{{message}}	Message field from the form

Example message:

Hi {{contact_name}}, your invoice #{{invoice_no}} for {{total_amount}} is due on {{due_date}}. Please let us know if you have any questions.