Set Up SMS Notifications with Twilio

Plenix sends SMS through Twilio using your own Twilio account, so messages come from your number and appear on your Twilio bill.

What you need from Twilio

1. Sign in to https://console.twilio.com.
2. From the dashboard copy your Account SID (it starts with AC).
3. Copy your Auth Token.
4. Note the From number you have purchased in Twilio (in E.164 format, e.g. +15551234567).

Connect it in Plenix

1. Go to Settings → Integrations and scroll to SMS Notifications.
2. Click Connect Twilio.
3. Enter your Account SID, Auth Token, and From Number.
4. Click Connect. Your credentials are encrypted before they are saved.

Plenix checks that the Account SID is a valid Twilio SID (it must start with AC) before saving.

Send a test SMS

Once connected, type a mobile number into the test box (e.g. +15551234567) and click Send Test. A confirmation appears if the message was accepted by Twilio. If it fails, check the number is in international format and that your Twilio balance and From number are active.

How SMS is used across Plenix

With Twilio connected, SMS notification rules (Platform → SMS Notifications) can text customers or staff on events like new tickets, booked appointments, overdue invoices, and assigned work orders. Your tenant's Twilio config is always used in preference to any server default.

Where to go next

• Understand the whole module → Integrations Overview — What You Can Connect
• Next in this module → Sync Invoices with QuickBooks or Xero
• Connect Microsoft 365
• Set Up Email — Turn Emails into Tickets
• See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together