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Conga Product Documentation

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Orchestrate

Advanced Setup

Configuring the Twilio Integration

Use Twilio for SMS notifications for steps, similar to generating email notifications when a step is created.

To configure the integration:

  1. Create a Twilio account.
  2. Add a remote site. URL: https://api.twilio.com
  3. Obtain AccountSid, ApplicationSid, and Auth Token from your Twilio console. You can read more about these in Twilio's online documentation.
  4. Go to Conga Orchestrate Setup.
  5. In the Integration Partners: SMS Notifications section:
    1. Toggle the Enabled button to Active.
    2. Paste Twilio AccountSid, ApplicationSid, and AuthToken into their respective fields.


    3. Click the Others tab.


    4. Fill in Twilio From Number, Text Notification Message, Text Link URL and Text Reassignment Message.
  6. Save the settings.
Administrator Guide
Salesforce
Orchestrate

April 28, 2025