Send Magento order status update message to customers using Twilio

Summary

This article describes the step-by-step process of creating the Integration for sending Magento order status update to the customer using the Magento and Twilio connectors in webMethods.io Integration.

Prerequisites

• The user needs to have active Magento E-commerce and a Twilio account.

• Active webMethods.io Integration cloud tenant.

Contents

• Section 1: Configure Magento E-commerce and Twilio accounts in webMethods.io Integration
• Section 2: Creating the integration for sending order status update message.

Steps

Section 1: Configure Magento E-commerce and Twilio accounts in webMethods.io Integration

1. Login to webMethods.io Integration tenant

2. Create a new project or choose an existing project if required.

3. Switch to Connectors tab.
   

   

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4. Search and select Magento E-commerce platform connector.
   

   

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5. Select Custom OAuth Type and proceed to next page.
   

   

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6. Fill in Server URL, Consumer ID, Consumer Secret, Access Token and Access Token Secret and create the account.
   

   

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7. To create account for Twilio connector, search and select Twilio.
   

   

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8. Fill in Server URL, Username and Password and create the account.
   

   

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Section 2: Creating the integration for sending order status update message.

1. Switch to Workflows tab and create new Workflow.
   

   

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2. To configure the workflow trigger, click on the Settings icon in the workflow palette.
   

   

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3. Fill in the trigger name and select the trigger i.e., Order status updated and Magento E-commerce platform account created in previous section.
   

   

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4. Add all Order statuses for which message has to be sent to customer.
   

   

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5. Test the trigger to confirm if it is functioning as expected or skip and proceed to next page.
   

   

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6. Review trigger configurations and save.
   

   

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7. To configure the Twilio action, drag and drop Twilio connector to workflow palette.
   

   

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8. Double click on Twilio connector icon in palette and click on + to add new action.
   

   

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9. a. Select the Twilio account created in previous section.
   b. Fill in the action name
   c. Select “Messages” functional area.
   

   

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10. Select Send message resource.
    

    

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11. Review custom action details and save.
    

    

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12. Select pre-configured custom action and account for Twilio.
    

    

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13. Provide the Twilio account sid , from telephone number and map customer’s telephone number from trigger response to To field.
    

    

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14. Construct message content according to order status received in the trigger response.
    

    

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    .

15. Test and save the action.
    

    

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16. Workflow is now ready, order status update messages will be sent to customers whenever the seller posts a status update.
    

    

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