AccountKit + Twilio

Keep client text messages in the client history

Send and receive SMS from AccountKit through your own Twilio account, capturing messages against the applicable client and client group.

Book a demo See what connects

Twilio

CommunicationConnected to your practice

01Send a client SMS
02Receive their reply
03Find the exchange against the client

Follow the workflow

What connects

What you can do with Twilio

From the full integrations list

Send SMS from AccountKit

Use your Twilio account to text clients from within AccountKit.

Capture replies as well

Receive SMS through the connection and retain the conversation with the applicable client.

Keep the group’s message history

Capture messages against the client and client group so texts form part of the practice record.

In practice

Keep a quick client exchange out of a personal phone

Send the client a text through AccountKit and keep the response attached to their record for the team to refer to.

Explore workflow

A Twilio workflow

01Send a client SMS
02Receive their reply
03Find the exchange against the client

Your existing software, connected to the client work.

Connection setup

Bring Twilio into your AccountKit setup

Start with the accounts and permissions, then test the work your team needs to do.

01
Check your Twilio access
Have the person who manages your Twilio account confirm the access and permissions available for the connection.
02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Twilio to support.
03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.

Talk through your setup → Check AccountKit plans

Before you connect

Is a Twilio account included with AccountKit?

AccountKit’s published integration instructions say to start by setting up your own Twilio account. Check Twilio directly for its current charges and requirements.

Can we see Twilio with AccountKit before deciding?

Book an AccountKit demo and mention Twilio. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.