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Send SMS through Twilio from an approved sender: payment links, reminders and meeting confirmations for clients without WhatsApp, with delivery reports.
Category: SMS (“SMS”)
Connection: one for the whole organization, admins only

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What it does in Lancer

  • Reminders, payment links and meeting confirmations by SMS.
  • Delivery reports for every message.
  • Client replies come into Lancer when inbound forwarding is set up.

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Connect

1

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under SMS (“SMS”), find Twilio and click Connect (“חיבור”).
2

Get your credentials

Twilio Console → Account info.
3

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4

Finish

Click Test connection (“בדיקת חיבור”).
Only admins can view and change this connection.

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What you need

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string
From the Twilio Console.
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string
From the Twilio Console. Stored encrypted.
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string
A Twilio number (+1…) or a Messaging Service SID (MG…). An alphanumeric sender for Israel needs registration first. In the app: “שולח”.

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Webhook and notify URLs

The exact URL, with your organization’s token in place of <token>, is shown on the card in Lancer. Copy it from there.

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Delivery reports URL

Nothing to set: Lancer sends it with every message.

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Inbound messages URL

In Twilio, on the number or Messaging Service: A message comes in → Webhook → this URL.

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Good to know

  • With more than one SMS provider connected, an admin picks the default under SMS.

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Vendor documentation

Twilio documentation

The official docs, at www.twilio.com.