By default, RapidStart Field Service can send “email” alerts with the built-in capabilities of the Power Platform. In order to make the SMS option available so you can send text alerts, you will need to follow these steps to utilize Microsoft’s Power Automate Twilio connector.
First, you will need to create an account at Twilio. You will need to create a phone number on Twilio that is enabled for SMS. Instructions for doing this are on the Twilio website.
Once you have created a number and tested its SMS functionality in Twilio, you will need three pieces of information from Twilio: the phone number, of course, but also your Twilio Account ID and an Access token that you create in Twilio.
With this information available, click here to download the RapidStart Field Service SMS Addon solution and save it to your computer somewhere handy.
Step 1. Solution Installation.
Start by going to the Power Apps Studio at https://make.powerapps.com/.
- Confirm that you are in the desired environment, and that RapidStart Field Service is already installed. Select “Import Solution” in the top navigation. Select the file you saved earlier, and click “Next”, then “Next” again.
Step 2. Connection to Twilio
Since our solution contains a Power Automate flow that requires the Twilio connector, you will be presented with this screen:
Select “Create” next to the Twilio connection.
The Connection name can be whatever you like. Add your Twilio ID and Access Token in the provided boxes, and click “Create.”
This will create a connection to your Twilio account.
You should see a green check. Click “Import” and the Solution installation will continue.
You can create SMS templates in the RapidStart Field Service App.