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Automate Twilio with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Twilio. It runs 75 supported actions in Twilio, including incoming SMS, send SMS, and make call, and connects it to RingCentral, Calendly, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Twilio integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Twilio and every tool it touches, each through its API.

Supported actions75
Recordings12
  • Start call recordingBegins recording a call that is already in progress.
  • Update call recording statusPauses, resumes or stops a running recording.
  • Download recordingStages a recording's audio for later steps.
  • Get call recordingReads one recording belonging to a call.
  • Get conference recordingReads one recording belonging to a conference.
  • Get recordingReads one recording's details.
  • List call recordingsReads the recordings made during one call.
  • List conference recordingsReads the recordings made of one conference.
  • List recordingsReads recordings across the account.
  • Delete call recordingRemoves one of a call's recordings.
  • Delete conference recordingRemoves one of a conference's recordings.
  • Delete recordingRemoves a recording and its audio.
Participants10
  • Add conference participantDials someone into a conference.
  • Add conversation participantJoins someone to a conversation.
  • Update conference participantMutes, holds or sets coaching on one leg.
  • Update conversation participantChanges a participant's role or read position.
  • Get conference participantReads one leg of a conference.
  • Get conversation participantReads one member of a conversation.
  • List conference participantsReads who is currently on a conference bridge.
  • List conversation participantsReads who is in a conversation.
  • Remove conference participantDrops one leg from a conference.
  • Remove conversation participantRemoves someone from a conversation.
Conversations8
  • Create conversationOpens a new conversation.
  • Create conversation with participantsOpens a conversation with members joined.
  • Update conversationRenames a conversation or changes whether it is open.
  • Find conversations by addressFinds every conversation one party takes part in.
  • Get conversationReads one conversation.
  • List conversationsReads the account's conversations.
  • List user conversationsReads every conversation one user belongs to.
  • Delete conversationDestroys a conversation and its messages.
Calls6
  • Make callPlaces an outbound phone call.
  • End callHangs up a live call or drops one that has not been answered.
  • Redirect callMoves a call in progress onto new instructions.
  • Get callReads one call by its SID.
  • List callsReads calls placed from or received by the account.
  • Delete callRemoves a call record from the account.
Messages6
  • Send conversation messagePosts a message into a conversation.
  • Update conversation messageEdits a message in a conversation.
  • Get conversation messageReads one message from a conversation.
  • List conversation message receiptsReads who received one message.
  • List conversation messagesReads the messages in a conversation.
  • Delete conversation messageRemoves one message from a conversation.
SMS6
  • Send messageSends an SMS, MMS or channel message.
  • Cancel scheduled messageStops a scheduled message before it sends.
  • Redact messageErases a message's stored body at Twilio.
  • Get messageReads one message by its SID.
  • List messagesReads messages sent to or from the account.
  • Delete messageRemoves a message record from the account.
Verifications6
  • Send verification codeSends a one-time passcode.
  • Cancel verificationCancels a pending passcode challenge.
  • Check verification codePresents a passcode for checking.
  • Get verificationReads one verification's current state.
  • Get verification attemptReads one recorded passcode delivery.
  • List verification attemptsReads the record of passcode deliveries.
Phone numbers5
  • Bulk lookup phone numbersValidates several phone numbers at once.
  • Get phone numberReads one number the account owns.
  • List messaging service phone numbersReads the numbers behind a messaging service.
  • List phone numbersReads the numbers the account owns.
  • Lookup phone numberValidates and optionally enriches one phone number.
Transcripts4
  • Get transcriptionReads one transcript, including its text.
  • List recording transcriptionsReads the transcripts made of one recording.
  • List transcriptionsReads the account's recording transcripts.
  • Delete transcriptionRemoves a transcript.
Attachments3
  • Download message mediaStages an MMS attachment for later steps.
  • List message mediaReads the attachments on one message.
  • Delete message mediaRemoves an attachment from a message.
Conferences3
  • End conferenceEnds a conference and disconnects everyone in it.
  • Get conferenceReads one conference bridge.
  • List conferencesReads the account's conference bridges.
Messaging services2
  • Get messaging serviceReads one messaging service.
  • List messaging servicesReads the account's messaging services.
Users2
  • Get conversation userReads one chat identity.
  • List conversation usersReads the chat identities the service knows.
Verification services2
  • Get verification serviceReads one Verify service's configuration.
  • List verification servicesReads the account's Verify services.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit twilio.com

How to automate Twilio

  1. Connect Twilio to Caddi

    Allow

    1Sign in to Twilio

    One click with your own Twilio login. No API keys.

  2. Automate appointment reminders in Twilio.

    ScreenshareType it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Twilio integrations

Connect Twilio with any of the 164 other tools Caddi works with. Pick one to see what Caddi automates between them.

164 tools

The details

What Caddi does with Twilio

Why teams automate Twilio

Twilio sends and receives the firm's texts and calls. Caddi AI Agents decide what to send, when, and where each reply should go.

Client texts are fast but rarely reach the system of record. Caddi sends Twilio messages from your workflows and logs every exchange to the right record.

Loops Caddi runs against Twilio

  • Appointment reminders

    Recommended pattern
    1. Twilio
    2. Calendly

    Caddi texts clients a reminder through Twilio before each Calendly meeting.

  • Log to CRM

    Recommended pattern
    1. Twilio
    2. Salesforce

    Caddi logs inbound and outbound Twilio messages to the Salesforce contact.

  • Document chase

    Recommended pattern
    1. Twilio
    2. Clio

    Caddi texts clients through Twilio when intake documents are still missing in Clio.

Where professional services teams use it

  • Inbound triage

    Watch Twilio for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Twilio in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Twilio alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Twilio update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Twilio

Does Caddi have a real Twilio integration?

Yes. Caddi runs verified code against Twilio's official APIs. Every automation Caddi builds for Twilio is reviewed before it runs in production.

Do I need engineering help to automate Twilio with Caddi?

No. You demonstrate the workflow, clicking through Twilio the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Twilio data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Twilio, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Twilio to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Twilio, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Twilio?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Twilio

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See it on your stack

Ready to automate Twilio?

Drop your work email and we'll show you Caddi running end-to-end against Twilio and the rest of your stack.