Twilio SMS Automation

Automate SMS Notifications Across Odoo

The Twilio SMS Automation module provides powerful SMS automation for Sales, Purchase, Project Tasks, POS, Helpdesk, Payments and more.

Before installing the module, please install the Twilio package:
pip install twilio

Key Features

Manual SMS
Send individual SMS from SMS Logs Form View.

Group SMS
Send SMS to multiple users or enter numbers in comma separated format.

Direct Number Entry
Send SMS without selecting users by entering phone number with country code.

Automated SMS on Business Events
• Sale Quotation Confirmation
• Purchase Confirmation
• POS Invoice Generation
• Project Task Assignment
• Receipt & Delivery Validation
• Helpdesk Ticket Creation / Assign / Resolve
• Customer & Vendor Payment Posting

SMS Templates
Comes with 11 default templates. Editable but cannot be deleted.

Dynamic Placeholder Support
Automatically replaces placeholders like customer name and document sequence.

Signature Feature
Configure default suffix text in settings.

Message Logs & History
Stores sent messages with status and allows resend.

How It Works

After installation, a new Twilio SMS menu appears.

Configure SMS credentials under:
SMS → Configuration → Settings
Enter Twilio Account SID, Authentication Token and Phone Number.

Activate automation features in settings for the events where SMS should be triggered.

SMS Templates can be managed under:
SMS → Configuration → SMS Templates

All sent messages are stored in:
SMS → SMS Logs

Group SMS option available at:
SMS → SMS Logs → Group SMS Logs

When configured, SMS is automatically triggered during confirmation, validation, assignment, payment posting, ticket operations and more.