Send a text message

You can get user details into the workflow and then trigger sending a text message to the user.

In your Next Matter workflow create a new form step.
Set the Trigger configuration to be manual and create a form field for the user to provide their phone number. The number will be the variable you'll use later on.
Create an integration step.
To update a ticket, use the following:

Method: POST
Headers: Content-Type: application/x-www-form-urlencoded
Headers: Authorization: TWILIO_API_KEY
If you don't have the key, read how to generate it.
URL: https://api.twilio.com/2010-04-01/Accounts/AC623145d1cf983aa235af94b6c08ecb2e/Messages.json

Body might look like the following:

To=%2BUSER_PHONE_NUMBER&From=Next%20Matter&Body=Hello%20{Instance name}//Note that USER_PHONE_NUMBER is a placeholder

Save your changes.

Updated 5 months ago