Plumsail Documents + Twilio Integrations

Zapier lets you send info between Plumsail Documents and Twilio automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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New Phone Number
Triggered when you add a new phone number.
Trigger
Scheduled
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New Recording
Triggered when a new recording is available on your account.
Trigger
Scheduled
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New Transcription
Triggered when a new transcription is available on your account.
Trigger
Scheduled
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- From NumberRequired
- Alphanumeric Sender ID
  Enter up to 11 characters using A-Z, a-z, 0-9 and spaces. You must enable with Twilio first and can only send to supported countries.
- To NumberRequired
  Include country code. Everything but numbers will be removed and leading + wil be added. Separate multiple numbers with commas. Example: 15554443333,44111222333.
- MessageRequired
- Media Url
  Must be a URL that Twilio can download (so private URLs or files may not work!)
- Send Large Messages?
  If yes, we'll send a message up to 1600 characters in length. This is priced as multiple messages, and you can read more about it here. If no, we'll only send a single message, truncated at 160 characters
Action
Write

- Process NameRequired
Action
Write
New Call
Triggered when a call is finished on your Twilio number.
Trigger
Instant
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- To NumberRequired
  Choose the phone number in your Twilio account you want to watch for new SMS.
- Apply US Prefix
  Automatically add 1 to 10 digits US based numbers.
Trigger
Scheduled
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- From NumberRequired
- To NumberRequired
  Include country code. Everything but numbers will be removed and leading + wil be added. Separate multiple numbers with commas. Example: 15554443333,44111222333.
- MessageRequired
- Voice
- Language
- Send Digits
  A string of keys to dial after connecting to the number. Can be 0-9, #, *, or w (to wait 1/2 sec). Does not dial a new number for forwarding - for responding to a phone menu.
Action
Write

How to connect Plumsail Documents + Twilio

Step 1: Authenticate Plumsail Documents and Twilio.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Twilio

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more