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.

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

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

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

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

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

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

  1. Switch to Workflows tab and create new Workflow.

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

  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.

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

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

  6. Review trigger configurations and save.

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

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

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

  10. Select Send message resource.

  11. Review custom action details and save.

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

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

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

    .

  15. Test and save the action.

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