SMS Integration

Hello,

Can anyone point me in the right direction for SMS integration for Epicor?

Similar to the dentist/massage/doctor etc etc “Please Reply ‘Yes’ to this message to confirm your appointment”

How would i go about getting Epicor to send a text message to customers that they would respond to? Confirm dock time, confirm delivery etc. This would be an outgoing text message and the incoming reply would mark something off on the related sales order.

I think the current recommendation is using Automation Studio like they do for email confirmation today. I assume you’re not on 10.2 anymore.

1 Like

Havn’t done it in Epicor but Twillio is prolly the best 3rd party webAPI offering. Has webhooks on reply that you could prolly point to a kinetic-function call

2 Likes

Yes, like @jbooker says, there are plenty of services to do it and Workato (Application Studio) becomes the glue.

1 Like

Updated my profile, we are on 11.3.200.

I’ll check out automation studio…i am not a developer though…and apparently am not allowed to hire one.

1 Like

Workato/Automation Studio has “recipes” that are the “coding”, so it isn’t a heavy lift, and you can see how others did the work. You could probably handle it. If not, there are a few here on the list who could help you.

I feel Workato is a no-go, deprecated and we’re not in the US.

1 Like

And Twilio?

The anti-spam approval setup to get a ph number for any of those services got rediculous last year. May be related.

You could use Twillio with either Automation Studio or an Epicor Function. They have great documentation on connecting to the Twillio platform.

1 Like

I don’t know any of those things but i’ll try to wrestle our IT guys and see if they know anything about this. If not i’m sure Grok can teach me what a rest api is.

Atleast i have a direction.

1 Like

We’ve been using SMTP2Go as our SMTP provider for years. They’re rock solid and have excellent documentation. They offer an SMS service, as well as an email to SMS service that may fit your needs. Using RestSharp, you could call the API directly from Kinetic. I can’t vouch for the service, but I definitely can for the company:

2 Likes