Extension that allows to send SMS and Out-bound call type of notification from Acumatica utilizing Twilio API. With this extension, you can do the following:
- Send SMS to billing contact of AR Invoice which has balance due.
- Send Out-bound call to billing contact of AR Invoice which has balance due.
- You must have Twilio account
- Create Twilio Account - https://www.twilio.com
- Once Account is created, you can find API Credentials at https://www.twilio.com/console/account/settings
- Download PXTwilioIntegrationPkg.zip from this repository
- In your Acumatica ERP instance, import PXTwilioIntegrationPkg.zip as a customization project
- Publish the customization project
Step 3: Create a notification template/s in Acumatica for the SMS and Out-bound Call that will be sent via Twilio
- Go to the Notification Templates screen (Configuration -> Email -> Notification Templates)(SM204003)
- Create the template. For example, it might look like this:
- Go to System -> Management -> Configure -> Twilio Integration (TW101000)
- Specify Account SID, Auth Token and From Phone # from your Twilio Account.
- Specify the Notification Template to the one you created for SMS and Out-bound call.
- Save the changes to the page.
To use this feature:
- Go to Finance -> Accounts Receivable -> Enter -> Invoices & Memos (AR301000) and Create AR Invoice.
- Release AR Invoice. Once Released, below options will be enabled.
- Actions -> Send SMS Notification
- Actions -> Send Call Notification
- SMS/Call Notification uses Billing Address -> Contact Information -> Phone1
- Notifications can be scheduled for released AR Invoices having balance due from Finance -> Accounts Receivable -> Processes -> Daily -> Send SMS/Call Notification (TW501000)
- Once a notification has been sent, a new activity is create as well.
None at the moment
Copyright © 2017 Acumatica
This component is licensed under the MIT License, a copy of which is available online here