This repository implements a Twilio Frontline integration service using Twilio Serverless with Airtable as the contact databse.
:warning: Not an official Twilio Project: this software is not owned or maintained by Twilio. There is no Twilio support SLA for this integration.
:warning: Scaling limits: Airtable's API has a maximum throughput of 5 requests per second. This product is not suitable for large teams, see the Integration Limits section for more details.
We recommend following the setup outlined Frontline node.js quickstart, which shows you how to do the following:
Once you reach the step to "Configure the Frontline Integration Service" you are ready to deploy this app.
Follow these steps to clone the repository, install dependencies, and set environment variables:
# Clone the repository:
git clone
# Change to the project directory:
cd frontline-airtable-quickstart
# Install dependencies:
npm install
# Copy the sample environment variables file to .env:
cp .env.example .env
Here are the environment variables that must be configured for the app to run:
ACCOUNT_SID= # Your twilio account SID, found in the console.
AUTH_TOKEN= # Your auth token, found in the console.
SSO_REALM_SID= # Go to console > Frontline > Manage > SSO/Log in
TWILIO_SMS_NUMBER= # SMS enabled phone number in e164 format (e.g. +14135551234)
TWILIO_WHATSAPP_NUMBER= # A Twilio WhatsApp sender, if you have one.
AIRTABLE_API_KEY= # Your Airtable API key
AIRTABLE_BASE_ID= # Your Airtable Base ID
Deploy this Serverless app with one command:
twilio serverless:deploy
:information_source: Always deploy to the same Twilio Account as your Frontline Service: This integration service uses Twilio-signed requests to protect the callback URLs. The callback URLs will reject requests from a different Twilio account with a 403 error. You can check which account you're deploying to with
twilio profiles:list
and add another account withtwilio profiles:add
.
If your deploy is successful, you should see an output that looks like this:
The app provides five callback URLs:
/callbacks/crm
: called when Frontline loads the contact list or a user detail page./callbacks/outgoing-conversation
: called when a user initiates an outbound conversation./callbacks/routing
: called when a messages is sent inbound that does not match an open conversation./callbacks/templates
: called when a user opens the templates menu./callbacks/twilio-conversations
: called after a conversation is created or a participant is added to the conversation.Copy and paste the callback URLs (uncluding your unique subdomain) into your Frontline configuration in the console.
In the Twilio Console, go to Frontline > Manage > Routing and add [your_app_url]/callbacks/routing
under Custom routing:
In the Twilio Console, go to Frontline > Manage > Callbacks and copy / paste the following callback URLs from your Frontline integration service:
[your_app_url]/callbacks/crm
[your_app_url]/callbacks/outgoing-conversation
[your_app_url]/callbacks/templates
This callback receives the onConversationAdded
and onParticipantAdded
events from the Conversations service and sets the name of the conversation as well as the participant and participant avatar that is joining the conversation.
To set them up, go to Conversations > Services > Default Frontline Service > Webhooks. Then select the onConversationAdded
and onParticipantAdded
events.
A sample Airtable template can be found here.
Note that addresses in the sms
and whatsapp
columns must be in e164 format, e.g. +1234567890. If numbers are formatted differently, the integration may fail to find customers in Airtable when a conversation is initiated from an inbound message.
We don't recommend using this integration to support more than 30 Frontline users and/or more than 4000 contacts. Here are the details to know:
Airtable's API has a maximum throughput of 5 requests per second. This integration service generates a request to Airtable under the following conditions:
Additionally, Twilio Functions has the following limits:
Since pulling in a large list of contacts is the most data-intensive operation against Airtable, we cache contact data between Twilio Serverless invocations. You can see the implementation of the caching mechanism here.
Each time a user refreshes, we check to see if a contact list is stored in memory from another Serverless invocation. If there's nothing in memory, we do a pull of all contacts for that Frontline worker. If there is a replica stored in memory, we query Airtable for any records added after the last data pull, and then append those to the list of contacts. Twilio Serverless retains the cache of contacts for about 5 minutes, reducing the need to pull data from Airtable and speeding up interactions for Frontline users.
If you are returning a large contact list to users, your Twilio function may time out before Airtable returns all the pages of the query results.