How to Integrate Twilio

How to Integrate Twilio
The Twilio integration in Momentum AMS allows your agency to send and receive SMS messages directly through the AMS. By connecting Twilio, you can centralize communication with clients, track SMS conversations within insured records, and improve response times.

This article covers:

• Part A – How agency owners and primary users set up Twilio for their agency account.
• Part B – How agents, CSRs, and other users connect to a shared Twilio account already set up by their agency.

Note: Before proceeding, ensure your Twilio campaign, brand, and number are registered and approved. See Twilio’s official documentation for instructions.

Part A – Agency Owner / Primary User Setup

Step 1: Configure Webhook in Twilio

Log into Twilio and go to Services in the left menu.
Click your campaign name.
In the left menu, select Integration.
Under Incoming Messages, check Send a Webhook.

In the Request URL field, enter:

https://api.nowcerts.com/api/sms/twilio-receive-inbound-message

Change the request method to HTTP POST.
Click Save.

Step 2: Get Your Twilio Credentials

Open the Twilio Console (top left — your name or business name).
Copy your Account SID and Auth Token.

Step 3: Enter Twilio Credentials in Momentum AMS

In Momentum AMS, go to:
Text Messaging / SMS → Actions (top right) → Twilio Settings.
Enter:
- SID
- Auth Token
- Twilio Phone Number
Click Save.

Step 4: Enable Twilio in System Settings

Go to Actions (top right) again and choose System Settings.
Under Service Type, select Twilio.
Check the desired options (e.g., inbound/outbound SMS).
Click Update.

Part B – Using a Shared Agency Twilio Account

If your agency owner has completed Part A and allowed agency-wide access:

In Momentum AMS, go to:
Text Messaging / SMS → Actions (top right) → System Settings.
Under Service Type, select Agency Twilio.
Check the desired options.
Click Update.

Best Practices

Secure Your Credentials: Only share SID and Auth Token with trusted admins.
Test After Setup: Send a test SMS to confirm both inbound and outbound messages work.
Monitor Delivery Logs: Use Twilio’s dashboard to check for any failed messages.
Stay Compliant: Make sure your use of SMS meets all carrier and regulatory requirements.