Twilio SMS Automation

Twilio SMS Automation brings automated and manual SMS messaging into Odoo, connecting document-level events across Sale, Purchase, Point of Sale, Project, Helpdesk, and Payments to real-time text notifications sent through the Twilio SMS gateway. Businesses that rely on phone communication with customers, vendors, or employees can use this module to send confirmations, alerts, and updates without leaving Odoo, reducing manual follow-up calls or emails for routine status updates. Before installation, the Twilio Python package must be installed using pip install twilio.

Key Features of Twilio SMS Automation

• Send a manual message to a single user from the SMS Logs Form View
• Send a group message to multiple users from the Group SMS Logs Form View
• Send SMS directly by entering a contact number with the + sign and country code, without selecting a user
• Send group SMS to multiple phone numbers entered in comma-separated format, without selecting users
• Automated SMS on Sale Quotation Confirmation
• Automated SMS on Purchase Quotation Confirmation
• Automated SMS on POS Order Invoice Generation, sent to the respective customer
• Automated SMS on Project Task Assignment, notifying the assigned employee
• Automated SMS on Receipt Done, notifying the vendor that goods have been received
• Automated SMS on Delivery Done, notifying the customer that goods have been delivered
• Automated SMS on Helpdesk Ticket Creation, notifying the customer
• Automated SMS on Helpdesk Ticket Assignment, notifying the employee
• Automated SMS on Helpdesk Ticket Resolution, notifying the customer
• Automated SMS on Customer Payment Post, confirming payment received
• Automated SMS on Vendor Payment Post, confirming payment made
• SMS Logs and History for both individual and group messages, including status tracking
• Ability to resend previously sent messages with full logging
• SMS Signature feature to append a configurable signature to each message, similar to email signatures

How It Works

After installing the module, a dedicated Twilio SMS Automation icon appears in Odoo, giving access to the SMS module. Individual and group messages are managed through the SMS Logs Form View, accessible via SMS -> SMS Logs -> SMS Logs List. From this view, a single message can be sent to one person at a time, either by selecting a user or by entering a contact number directly. The module also includes an SMS template feature, managed under SMS -> Configuration -> SMS Template, where templates can be created and selected for use in messages. By default, the module ships with 11 pre-configured templates. Automated SMS sending on documents such as Sale Orders, Purchase Orders, POS invoices, Project Tasks, Helpdesk Tickets, deliveries, receipts, and payments is triggered by activating the relevant settings, allowing each automation point to be enabled based on business needs.

Business Use Cases

A sales team can use Twilio SMS Automation to automatically notify customers by text once a sale quotation is confirmed, keeping them informed without requiring a phone call or email. Purchasing teams can similarly trigger SMS notifications when a purchase quotation is confirmed, keeping vendors updated on order status. Retail businesses using Point of Sale can send an SMS to customers automatically once an invoice is generated for their order. Project teams can rely on automated SMS alerts to inform employees the moment a task is assigned to them, helping ensure timely awareness of new responsibilities. Warehouse and logistics operations can use the module to notify vendors when goods are received and notify customers when deliveries are completed. Helpdesk teams can automate customer communication throughout the support lifecycle, sending SMS on ticket creation, assignment to an employee, and resolution, keeping customers informed at each stage. Finance and accounts teams can use automated SMS on customer payment posting and vendor payment posting to confirm that a payment has been received or paid, reducing the need for manual confirmation messages. For situations outside these automated triggers, the manual and group SMS sending features allow staff to reach a specific user, a group of users, or any phone number directly, with or without an associated Odoo contact record.

Frequently Asked Questions

Does this module require any external setup before use?
Yes, the Twilio Python package must be installed using pip install twilio before installing the module, since it relies on the Twilio SMS gateway.

Can SMS be sent to numbers that are not linked to an Odoo user or contact?
Yes, SMS can be sent by entering a contact number directly, including the + sign and country code, without selecting a user, and group SMS can be sent to multiple numbers entered in comma-separated format.

Which Odoo modules or processes trigger automated SMS?
Automated SMS can be triggered on Sale Quotation Confirmation, Purchase Quotation Confirmation, POS Order Invoice Generation, Project Task Assignment, Receipt Done, Delivery Done, Helpdesk Ticket Creation, Assignment, and Resolution, and on Customer and Vendor Payment Post.

Are sent messages tracked for later reference?
Yes, both individual and group messages are stored as SMS Logs with their status, and previously sent messages can be resent, with all activity logged.

Can message content be customized with templates or a signature?
Yes, the module supports SMS templates that can be created and selected under SMS -> Configuration -> SMS Template, with 11 templates provided by default, and a configurable signature can be appended to the end of each message.