Twilio SMS Messaging

Overview of the DigiFi-Twilio Integration

The DigiFi platform includes a built-in integration with Twilio, an American cloud communications company that provides programmable communication tools for sending and receiving text messages and performing other communication functions.

You can set up this integration to use DigiFi's text messaging feature, which allows you to send text messages either manually from the Communications tab or automatically through the Automation Builder.

Connecting your Twilio account also ensures that text messages sent from DigiFi to your borrowers or intermediaries will be delivered from your own phone number and properly tracked in the system.

How to Create a Twilio Account

It only takes a few minutes to create a new Twilio account. Click here to get started.

How To Set Up Twilio

After creating a Twilio account, navigate to Phone Numbers > Manage > Buy a Number and purchase a phone number that will be used for text messaging.

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If you are using a trial account, please note that the trial phone number must be verified before it can be used in DigiFi for text messaging.

After purchasing, go to the Account Dashboard (Get Started page), scroll down, and copy the Account SID and Auth Token, which will be used to connect DigiFi to Twilio.

How to Connect Your Twilio Account to DigiFi

Once your Twilio account is created and set up, you can integrate it through DigiFi.

To connect your Twilio account to DigiFi:

• Navigate to Lending Setup > Marketplace > Twilio
• Provide your Account SID and Auth Token (which can be found inside your Twilio account).
• Select phone numbers (from the list of phone numbers you've purchased in your Twilio account).
• Select the primary phone number, which will be used by default for system text messages (e.g., verification codes).
• Click the "Save Changes" button.

DigiFi will automatically check that the credentials are valid. If they are, your Twilio account will now be connected.