Turn calls & texts into structured workflows
Connect Twilio to Momentum to send SMS, place calls, and build interactive voice systems that talk to your records. Route every conversation into tickets, cases, and follow‑up tasks automatically.
Automate calls and texts as part of your workflow
The Phone module uses Twilio for carrier‑grade SMS and voice. Trigger Actions from incoming calls and texts or automate reaching out to clients when updates happen.
- Twilio integration for SMS & voice
- Send alerts to your contacts via SMS or voice
- Interactive Voice Response (IVR) flows that talk to your data
- Trigger Actions from inbound calls, keypresses, and SMS replies
- Manage calls, texts from the upcoming Message Center
- No markup - Pay-per-use direct billing with Twilio
Transactional & bulk SMS
Send notifications, one‑time codes, reminders, and status updates via Twilio SMS directly from Momentum. Trigger messages from Actions, Forms, or Data changes and keep a full history for compliance.
Programmable voice calls
Use Twilio Voice to place outbound calls or receive inbound calls that route into Momentum flows. Play prompts, collect keypad input, update records, and trigger follow‑up tasks automatically.
IVR & call routing
Build IVR menus that look up records, check balances, confirm appointments, or open tickets. Use Actions and Data to decide where each caller goes and what information they hear.
Message Center integration
Prepare for unified communication: calls, voicemails, and SMS will appear alongside email in Momentum’s upcoming Message Center so your teams can manage every channel in one place.
From ringing phone to updated records
Combine Twilio with Actions, Data, and AI to move from phone calls and texts to fully automated, traceable workflows.
Every call or SMS can be an integrated part of your workflow whether its how you kick things off or send out updates.
- Create or update records when calls connect, end, or change state
- Use SMS replies to advance approvals, confirm appointments, or capture feedback
- Drive IVR menus from your existing Data collections
- View texts or transcribed calls in the message center
A typical IVR & SMS workflow
1. Receive call or text
A customer calls or texts one of your numbers triggering Momentum
2. Trigger actions
An action is triggered creating a ticket in the spreadsheet and firing off an alert
3. Response
Either AI or a predefined response is given to the user.
4. Follow‑up
Using a forms dashboard, tickets are viewed and responded to using the upcoming message center.
How teams use Phone inside Momentum
Examples of how organizations turn calls and texts into structured, auditable workflows.
Appointment & reminder flows
Reduce no‑shows and manual follow‑up with automated SMS and IVR scheduling.
- Send appointment confirmations and reminders via SMS
- Let customers confirm or reschedule via call or text
- Update calendars and records in real time
Support & case management
Make phone and SMS a first‑class part of your ticketing or case workflows.
- Create or update tickets when calls or texts come in
- Route callers based on collection data (SLAs, tier, or status)
- Build live dashboards with forms
Alerts & operations
Use SMS and voice alerts for time‑sensitive operational events where email isn’t enough.
- Trigger SMS alerts from Logs, Analytics, or Actions
- Use IVR to acknowledge incidents or escalate to on‑call staff
- Track responses and escalation paths across channels
Make phone & SMS part of your ERP, not a separate system
Use Momentum’s Phone module with Twilio to send SMS, run IVR, and power calls—all wired into Actions, Data, and the upcoming Message Center for unified, multi‑channel communication.
Start your free trial →