Integration

Zipflow + Twilio: Send SMS Alerts for Every Field Workflow Event

Twilio is the leading cloud communications platform. Connecting Zipflow with Twilio means your field workflows automatically trigger SMS notifications to the right people — so nothing falls through the cracks, even when email isn't enough.

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Use Cases

SMS technicians when new work orders are assigned

When a new job is assigned to a field technician in Zipflow, Twilio automatically sends them an SMS with the job details, location, and scheduled time.

Send customers SMS confirmation when field jobs complete

When a technician marks a job complete in Zipflow, the customer automatically receives an SMS confirmation with the completion summary and any next steps.

Alert managers via SMS when approvals are pending

When a multi-stage approval in Zipflow requires a manager's sign-off, Twilio sends an SMS alert so nothing waits in an unread email inbox.

Send automated reminders for scheduled maintenance jobs

The day before a scheduled maintenance visit, Zipflow triggers a Twilio SMS reminder to the assigned technician and the customer contact.

How to Connect

1

Configure Twilio in Zipflow settings

Add your Twilio Account SID, Auth Token, and sending phone number in Zipflow's integration settings (Professional and Enterprise plans).

2

Set up SMS notification triggers

Define which Zipflow workflow events trigger SMS messages, what the message content is, and which phone number field to send to.

3

Test and activate

Trigger a test event in Zipflow to confirm the Twilio SMS is received correctly, then activate the integration for live workflows.

Frequently Asked Questions

What Zipflow events can trigger Twilio SMS messages?

Any Zipflow workflow event can trigger an SMS — job assignments, stage changes, form submissions, approval requests, and job completions.

Can we customise the SMS message content?

Yes. SMS message content can include dynamic data from the Zipflow job or form — customer name, job address, technician name, scheduled time, and more.

Do SMS notifications count against our Twilio plan?

SMS messages are charged by Twilio at their standard per-message rate. Zipflow does not charge additionally for Twilio usage.

Is the Twilio integration available on all Zipflow plans?

Twilio integration is available on Professional and Enterprise Zipflow plans.

Ready to connect Zipflow with your tech stack?

Request a demo and our team will walk you through the integration setup for your specific workflow.

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