Description:

The Send SMS to any mobile device workflow step sends an SMS message to a specified recipient using the Twilio service.

The step requires two inputs:

• The recipient's phone number, including the country code
• The message to be sent

The step supports:

• Sending an SMS through Twilio
• Specifying a recipient phone number with country code
• Providing a text message
• True and False return paths

Usage:

The Send SMS to any mobile device step is typically used when a workflow needs to communicate information directly to a recipient's mobile device.

For example, a workflow can use the step to:

• Send workflow notifications.
• Notify a user about an important process event.
• Send status updates.
• Provide reminders.
• Send escalation messages.
• Notify a recipient when a workflow reaches a particular stage.
• Communicate short, time-sensitive information.

The step is particularly useful when an SMS notification is more appropriate than an email or other communication channel.

When the workflow reaches the Send SMS step, FlowWright uses the configured Twilio service to send the SMS to the specified phone number.

Configure the Twilio subscription information in the FlowWright configuration settings. For more info, visit the site. : https://www.twilio.com/

Typical Workflow Suggestions

Approval Notification

Use the step to notify a recipient when an approval decision has been made.

Example:

Submit Request → Approval → Send SMS → Continue

The SMS can communicate the approval result or direct the recipient to take the next action.

Workflow Status Notification

Use Send SMS to notify a recipient when a workflow reaches an important status.

Example:

Process Request → Update Status → Send SMS → Continue

The message can communicate the current workflow status.

Reminder

Use the step to send a reminder associated with a workflow activity.

Example:

Check Pending Activity → Send SMS → Continue

This can be useful when a recipient needs a concise reminder about a pending process activity.

Escalation Notification

Use Send SMS when a workflow requires an issue or pending activity to be escalated.

Example:

Detect Issue → Escalate → Send SMS → Continue

An SMS provides a direct mobile notification to the designated recipient.

Critical Event Notification

Use the step when the workflow detects an event that requires immediate attention.

Example:

Monitor Process → Detect Critical Event → Send SMS → Continue

The message can provide a concise description of the event.

Workflow Completion Notification

Use Send SMS to notify a recipient when an important workflow has completed.

Example:

Process Request → Complete Processing → Send SMS → End

Customer Notification

Use the step to send a short notification to a customer's mobile phone.

Example:

Process Customer Request → Send SMS → Complete

This can be used for concise updates about the progress or completion of a customer-related workflow.

Example:

Let’s build and execute the “TwilioSendSMSDef” example.          

• Create a new process definition named “TwilioSendSMSDef” and open it in designer mode. 
• Drag a “TwilioSendSMS” step to the canvas.
• Connect the dots between the “Start” step and “ TwilioSendSMS” steps, as shown above. 
• Select the line between the steps to configure the “Connection Properties”. The default property values are “None, Error, Evaluate, and Timeout”. Depending on the step’s purpose, additional values are available for configuration. 
• Click the "TwilioSendSMS" step to configure its "Required" properties. Provide a name for the step. Enter the receiver's phone number with the country code. Enter the text to be sent as an SMS message. Click the Save button. Note: Click the "AI Predict" button for the Copilot to add new process steps that match your process description. 

• The “Logging” configuration is necessary for documentation and also measures workflow progress and percent complete. This is achieved by configuring the step state and percent fields individually, as shown in the images below. Configure the “Logging” using the following properties.

• Save the process definition, create a new instance, and execute it. Render the process instance. Click the process step to view its properties. The step should send an SMS to the configured mobile number.

Tips:

• Include the country code in the recipient phone number.
• Verify the recipient phone number before deploying the workflow.
• Keep SMS messages concise and focused.
• Use meaningful step names such as “Send Customer SMS”, “Notify Manager by SMS”, or “Send Approval SMS”.
• Use workflow variables or other supported FlowWright values to construct dynamic message content where appropriate.
• Test the SMS configuration with representative phone numbers before deploying the workflow to production.
• Use the True and False return paths to route subsequent workflow activities based on the step's result.
• Avoid including sensitive information in SMS messages unless the workflow and communication requirements have been appropriately reviewed.
• Consider whether SMS is the appropriate communication channel for the information being delivered.

Notes:

The Send SMS step is defined in the Twilio category with the internal name twiliosendsms and display name Sens Text Msg.

The workflow step is implemented by the FlowWright.Workflow.TwilioSendSMS namespace in FlowWright.Workflow.dll and is defined as a Process step. It supports 2 incoming connections and 2 outgoing connections.

The step has two configurable properties:

• Receiver Phone number (With country code)
• Enter Message

Both properties are marked as required in the XML.

The Receiver Phone number property uses the string data type and the FlowWright.DataTypes.ClsTextBox implementation. 

The Enter Message property uses the multilineTextBox data type and the FlowWright.DataTypes.ClsMultilineBox implementation. 

The XML defines two return paths: False and True.

The XML does not expose additional configuration properties for attachments, multiple recipients, CC/BCC recipients, or email-specific options. Its configuration is limited to the recipient phone number and SMS message.

Feature comparison.

Definition Sample:

You may download a sample definition when provided and import it into your FlowWright Process Definition.

Note: Verify and complete any missing configuration after importing a sample, including:

• Receiver phone number
• Country code
• SMS message
• Outgoing workflow connections
• Environment-specific Twilio configuration

After verifying the configuration, save the Process Definition before execution.

Click here to download the sample file.