Twilio Automations
Add SMS, voice, and WhatsApp automation to your workflows with Twilio — for appointment reminders, payment alerts, OTPs, and customer notifications.
6 automations for Twilio
Pick any workflow and we'll build it for you.
Appointment Reminder SMS
Send automatic SMS reminders at 48 hours, 24 hours, and 2 hours before appointments.
How it works
Appointment booked in calendar
48h before: send reminder SMS
24h before: send reminder SMS
2h before: final SMS with directions
Track delivery and opens
Send no-show follow-up if missed
Payment Due SMS Alert
Remind customers about upcoming and overdue payments via SMS for higher collection rates.
How it works
Check for upcoming invoices daily
3 days before due: friendly reminder SMS
1 day before due: last reminder
Day 0: due today SMS
Overdue: daily SMS for 5 days
Escalate to call if still unpaid
New Lead SMS Notification
Alert your sales rep via SMS the moment a hot lead fills in your form.
How it works
Form submitted with lead data
Calculate lead score
If hot lead detected
Send SMS to assigned sales rep
Include name, email, and notes
Rep can reply to route lead
Two-Factor Authentication Flow
Add SMS-based 2FA to your internal tools or client portals using Twilio Verify.
How it works
User attempts login
Trigger Twilio Verify API
OTP sent to user's phone
User enters OTP
Verify token with Twilio
Grant or deny access accordingly
Delivery Status SMS
Keep customers informed about their delivery status automatically via SMS.
How it works
Shipment status updated in system
Map status to customer-friendly message
Trigger Twilio SMS send
Log delivery sent to customer
Allow reply for support query
Escalate replies to human agent
Customer Feedback SMS Survey
Collect NPS or CSAT scores via a simple SMS survey after service delivery.
How it works
Service completed event fired
Wait 1 hour
Send SMS with 1-question survey
Collect reply via Twilio webhook
Log score in database
Alert team if score < 7
Want a custom Twilio automation built for you?
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