Connect Copilot and Twilio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Send SMS
Create a Call
Create a Message
Get a Message
Delete a Message
Get a Call
Delete a Call
Delete an Execution
Get an Execution
Update an Execution
Create an Execution
List Executions
Ready to use Copilot and Twilio automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Messages
Returns the details of the new messages creted on your twilio account.
New Phone Number
Gives the detailed list of the phone number is active on the account.
New Alerts
Gives the details of alerts in every 15 minutes
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Twilio accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Twilio (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Twilio. This includes choosing which data fields go into which fields of Twilio, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Twilio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Twilio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Twilio
Twilio provides a cloud API for voice, text, chat, video, and email communication that enables developers to add communication capabilities to their applications.
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