frappe / twilio-integration

Twilio integration for ERPNext
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Twilio Integration

Custom Frappe Application for Twilio Integration

Features

Authorize twilio

To authorise Twilio integration go to Twilio Settings Doctype and provide Account SID and Auth Token. Make sure Twilio Settings are enabled to use Twilio in the system.

Twilio Settings

Voice Call

Every user(Agent) needs to have voice call settings to make or receive calls. User can use Twilio features once Voice Call Settings created.

In voice call settings

  1. choose the Call Receiving Device as Computer to receive calls in the browser or Phone to receive calls in your Phone(Make sure that Mobile No is configured in My Settings section to receive calls in your phone).
  2. Choose your twilio number from Twilio Number dropdown field. This is going to be your twilio communication number.

Twilio Voice Call Settings

Outgoing Calls

Once the user clicks the phone icon next to the phone number, the user will see a phone popup with a call button. Make sure that area code is included in the phone number(ex: +91) before using the call button to make outgoing calls.

Twilio Outgoing Call Popup

Incoming Calls

When an incoming call comes, the call will be redirected to phone or to browser depending on user voice call Settings. Here is how it looks when call comes to browser.

Twilio Incoming Call Popup

WhatsApp message

Users can send notifications through WhatsApp channel. While creating/editing a notification please Select Channel as WhatsApp and Twilio number from dropdown if you want to send whatsapp notification.

Twilio Whatsapp notification

Development

Pre-requisites

Configure Twilio

Twilio For Voice Calls

Twilio For Whatsapp

How To Setup

Once you have created a site with ERPNext app installed, you can download and install twilio-integration app using

bench get-app https://github.com/frappe/twilio-integration.git
bench --site site_name install-app twilio_integration

Use bench start command to run the project.

Configure Twilio Settings Through Project's Admin Interface

NOTE: While creating a new communication medium for Outgoing Voice Medium pass twilio number(including area code(ex:+91)) as Name, Twilio as communication channel and Voice as Communication Medium Type.

License

MIT