Steps for creating sms bridge
1: Go to URL on internet browser:- https://github.com/mgeiss/finflux-twilio-bridge
>> Click on copy to clipboard i.e https://github.com/mgeiss/finflux-twilio-bridge.git
2: On your system, Create a folder as "sms" path ex: C:\sms
3: Open gitbash on your system, then go to path C:\sms and clone url i.e:-
git clone https://github.com/mgeiss/finflux-twilio-bridge.git
4: Go into the path c:/sms/finflux-twilio-bridge, through git bash. Then execute following in git bash:-
gradlew bootrun
5: Signup for Twilio account:- https://www.twilio.com/
6: Go to https://www.twilio.com/, signed in >>Account setting, then copy necessary details as shown in below image:-
7: Go to Finflux >>Admin>>System>>Manage hooks>>Create hook, then update necessary fields as shown in below example:-
Hook template - Select SMS Bridge
Display Name - Provide any display name
Payload URL - http://localhost:9191/modules/sms
Phone Number - Provide the same number, which was updated in twilio at the time of signup
SMS Provider - Provide name of ex: twilio
SMS Provider Account Id - Paste above copied account id as shown in the step 5.
SMS Provider Token - Paste above mentioned token id as shown in the step 5.
Events - Select Grouping - Ex: Portfolio
Events - Select entity - Ex: Client
Events - Select action - Ex: Create
Then click on Submit button.
8. Now you could login into finflux and create a new client by providing phone number, sms gets sent.
Note:-
a) Provide example is for using it on local system only. If you are looking for any other instance type like cloud, should update the configurations in application.yml respectively.
b) If it is a free twilio account, you need to provide senders sms phone numbers.
Related articles