Twilio SMS and WhatsApp integration
Send text and WhatsApp reminders and follow-ups from Claritia's workflows, through your own Twilio number, only to people who said yes.
StarterOn Starter and up. Free plan, no card needed.
What you can do with Twilio
Tags show the plan a workflow starts on.
Text message steps
StarterAdd a Text message step to any workflow: reminders, no-show follow-ups, notes after a fill.
WhatsApp steps
StarterSend the same from your WhatsApp sender.
Only with consent
StarterA text goes only to someone whose latest text consent is yes.
STOP handled
StarterReplies like STOP turn texts off for that number at once.
Email when a text can't go
StarterNo mobile or no consent? The reminder goes by email instead.
Reminders before meetings
StarterStart from the Text reminders template: a text an hour before each meeting.
Connect Twilio in a few minutes
- 01
Connect Twilio
Go to Settings, then Integrations, and add your account SID, auth token and number.
- 02
Ask for consent
Add a Text consent box to a form, or a text consent question to a booking page.
- 03
Add a text step
Add a Text message or WhatsApp step to a workflow.
Forms to start with
Each one is a real form you can fill in now, ready to send to Twilio.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
Questions
Something else? hello@tryclaritia.com
Whose Twilio account is it?
Yours. Texts go from your own Twilio number, and Twilio bills you for them.
Do people have to say yes first?
Yes. A text goes only to someone whose latest text consent is yes.
What happens when someone replies STOP?
Texts to that number stop at once.
Which plan has texts?
Starter and up, from $15/seat/month.