Build Workflows Builder Toolbox

In this task, you’ll need to complete the following tasks:

  1. Activate Twilio Verify Service.
  2. Configure the Next Matter integration (the main workflow and the sub-workflow).

Before you begin

  • Have your Twilio API key at hand. If you don’t have it, read how to generate it.
  • Make sure you know where to find step ID, form field ID, and process ID in Next Matter.

Good to know: Check out our ready-made templates available when you add a step and select Templates > 3rd party templates. You can use the templates to create a set of pre-configured steps. Need a specific template? Click the Contact us button in the top right of the page and let us know.

Activate Twilio Verify Service

  1. Sign in to Twilio as an administrator.
  2. Go to Explore Products.
  3. In All products, scroll to the Account security section.
  4. Click Verify.
  5. Go to Verify > Services.
  6. In the list of existing services, click the + icon. This will create a new service.
  7. Give the service a name and copy the SID. You will need it in the Next Matter process.

Configure the Next Matter integration

The OTP SMS Verification requires two workflows. One is the main process that you want to integrate with Twilio, and the other is a helper workflow that does the verification. The main process triggers the verification workflow.

The verification workflow can be used by more than one workflow. There is no need to create a separate verification workflow each time you create a new workflow.

To configure the integration, you’ll need to do the following:

  1. Create the verification workflow (if not previously created).
  2. Set up the verification workflow.
  3. Add the verification process trigger in the main workflow.
  4. Set up the verification trigger steps.

Create the verification sub-process

Create the main workflow