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Twilio Whatsapp, SMS - Send and Receive - HMS Mobile Messaging

by
Odoo

$ 55.18

v 17.0 Third Party 37
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 1244
Technical Name hms_mobile_messaging_twilio
LicenseOPL-1
Websitehttps://www.partnerguesthouse.com
Versions 13.0 14.0 15.0 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 1244
Technical Name hms_mobile_messaging_twilio
LicenseOPL-1
Websitehttps://www.partnerguesthouse.com
Versions 13.0 14.0 15.0 16.0 17.0

Odoo-Twilio SMS and Whatsapp Integration

Integrating with the Twilio programmable messaging API, this module allows you to send and receive SMS and Whatsapp messages within Odoo while tracking delivery statuses. It offers ability to send templates manually and via ready-to-use automations, as well as the ability to include photos and images in messages. With the ability to link incoming messages to contacts and sales orders, and with various access levels to ensure security, this module streamlines communication and messaging.


Twilio SMS & Whatsapp Integration

  • Integrate Odoo with Twilio programmable messaging API
  • Send SMS and Whatsapp messages manually in Odoo (directly from contact/customer/vendor using action menu, from sales order using header button, or directly creating a new message in the module)
  • Include photo/image to messages
  • Receive incoming SMS and Whatsapp messages and integrate them in Odoo (see details below)
  • Track delivery status of each message
  • Works on Enterprise, Odoo.sh and Community editions

Message Templates

  • Multiple SMS, Whatsapp templates
  • Compatible with Twilio Content Templates
  • Ready-to-use automations to send SMS/Whatsapp templates on the following conditions:
    • When quotation is created
    • When quotation is sent to customer
    • When quotation is confirmed (becomes Sales Order)
    • When sales order is cancelled
    • When new customer is created
    • When new vendor is created
    • When any new contact is created (doesn't matter customer or vendor)
    • CRM integration and automations are available in additional module: CRM integration
  • Use dynamic quotation, sales order and customer fields in message template which would allow to create personalized catchy messages

Incoming Message Handling

  • Receive incoming SMS, Whatsapp messages and integrate them in Odoo
  • Automatically links incoming messages to Odoo contact (customer, vendor) by phone number
  • Automatically links incoming messages to sales orders of found customers
  • Option to add incoming SMS and Whatsapp message as a comment to chatter of sales order (including photo/image if there was one in the message)
  • Option to add outgoing message as a note

Other Features

  • Add multiple Twilio accounts
  • Test connection with Twilio server by using Test SMS and Test Whatsapp buttons
  • Developer friendly module architecture - flexible inheritance support
  • View messages in customer/vendor form in separate tab
  • View count of messages and go to the list from header stat button
  • Security settings include four levels of access to module features: All internal users, User, Manager, and Administrator

Documentation and screenshots

Adding and configuring Twilio server settings

  • Install python dependency - "twilio" package
  • Install "Twilio Whatsapp, SMS - HMS Mobile Messaging" module
  • Go to Settings => Messaging servers
  • Add Twilio server with Twilio Account SID and Auth Token
  • Set phone number to send test messages to
  • Set Twilio Whatsapp and/or SMS sender
  • Click on "Twilio: Test SMS" and/or "Twilio: Test Whatsapp" to test connection


Sending manual message to customer from Quotation / Sales Order

  • Go to Sales, open quotation or sales order
  • Click on "Send Mobile Message" button in the header
  • Fill out the form and click send
  • You will see a new note in the chatter with sent message


Sending manual message to customer from Contact / Customer

  • Go to customer or vendor or any contact details form
  • Select "Send Mobile Message" action
  • Fill out the form and click send


Setting up incoming messages webhooks in Twilio

  • Go to Mobile Messaging => Settings => Messaging servers
  • Open your twilio server details
  • Copy URL for Twilio Incoming Webhook
  • Go to Twilio console
  • For incoming Whatsapp: Go to WhatsApp senders => paste URL to "Webhook URL for incoming messages" field
  • For incoming SMS: Go to Active numbers => paste URL to "Webhook A MESSAGE COMES IN" field


Setting up automatic template sending

  • Go to Mobile Messaging => Templates => Create
  • Choose auto-send condition (if you want the module to send your template automatically on one of those conditions)

Any Questions?

Please contact us for any questions, support or customization/enhancement requests of this module.

Email us at

odoo@partnerguesthouse.com

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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We are still receiving the same error
by
Justinol Ruso
on 4/2/25, 3:56 PM

If I need to send the message "Dear {{ object.name }}, This is a humble reminder to pay your dues.", what should be included in the Twilio Content Variables JSON, and what is the correct format for referencing object.name?


Additionally, if the template is set to "Applies to: Lead/Opportunity", what should be specified in the Language field?


When creating the template, what should be entered in the designated space for variables?


Finally, if the message does not contain any variables, how should all these fields be correctly filled?

Re: We are still receiving the same error
by
Volodymyr
on 4/3/25, 5:21 AM Author

Here's a quick example:

If in Twilio you have a Content Template with variable named {{name}}, then in order to pass a value to this variable from Odoo - you need to put the following JSON in variables field: {"name": "{{ object.name }}"}     (that is if you have Odoo 16+)

The new Twilio Content Template feature doesn't seem to work
by
Justinol Ruso
on 4/2/25, 1:00 PM

Even after adding the Content Template SID and Twilio Content Variables JSON, it's asking for a message content. 

Sales module and CRM module are they the same as before, or is there any change in those modules too? 

Re: The new Twilio Content Template feature doesn't seem to work
by
Volodymyr
on 4/2/25, 2:30 PM Author

You can put anything in template content (usualy we put the same content as in Twilio - just to understand what is this template about).


Awesome! Thank You!
by
Justinol Ruso
on 4/1/25, 3:55 PM

This is just a Hubble request: Could you please also add a few screenshots showing how to use this new feature? Thanks a lot. 

Re: Awesome! Thank You!
by
Volodymyr
on 4/2/25, 5:11 AM Author

I'll see what I can do, however the difference in the UI is just that there are two new fields added to message template: Twilio Content Template SID and Twilio Content Variables JSON. If SID is filled - sending this template would go through Twilio Content Template API.

Why is it taking so long for testing?
by
Justinol Ruso
on 3/31/25, 6:03 PM

Maybe you can release it for the latest few versions, 16, 17, and 18, and then release it for the older versions later. How long should we wait for? Thank you.

Re: Why is it taking so long for testing?
by
Volodymyr
on 4/1/25, 4:43 AM Author

Dear Justinol Ruso,

We have published the update more than a week ago - you should've received an automatic email from Odoo that your purchased module has new update available. Anyways - you can get the updated version now in the app store. It has Twilio Content Template support - just add content template SID and variables JSON to message template and the system will ignore content body and will use twilio content template functionality for sending it.

More Clarity
by
Justinol Ruso
on 3/19/25, 11:44 AM

Can we see that inside each customer profile separately, just the way you have shown for incoming and outgoing messages in the screenshots can we see the status ( sent, delivered, read ) for each message sent under each customer profile?

Re: More Clarity
by
Volodymyr
on 3/20/25, 5:38 AM Author

This module does have a stats button in the header of res.partner form view which would lead you to the list of all messages related to this contact and there will surely be statuses of each message.

Any additional functionality would need a customization of course.

Inquiry
by
Justinol Ruso
on 3/18/25, 3:31 PM

Just wanted to check if this module supports updates to customer or CRM profile for message delivery statuses (sent, delivered, read) and emoji reactions to specific messages that customer sends.

Re: Inquiry
by
Volodymyr
on 3/19/25, 5:19 AM Author

This module is not connected with CRM module (we have a separate module for this connection).

All messages have statuses and they are updated automatically by sync with Twilio.

Emoji reactions to whatsapp messages - Twilio does not support this feature.

Thank You
by
Justinol Ruso
on 3/16/25, 7:11 AM

It’s been two weeks since your last update about the testing phase, and I wanted to check in again. Could you share a revised timeline for when the update might go live? My team is eager to plan accordingly.


Thanks for your hard work on this—we’re looking forward to the rollout!


Re: Thank You
by
Volodymyr
on 3/17/25, 4:38 AM Author

Thank you for your message and question. It's still in progress. We'll let you know as soon as it is done.

Any Update?
by
Justinol Ruso
on 2/27/25, 2:21 AM

When can we expect this update? 

Re: Any Update?
by
Volodymyr
on 2/27/25, 3:48 AM Author

Thank you for the question - testing stage at the moment. We'll let you know as soon as it is published for all versions.

Twilio WhatsApp Content Template Message Support
by
Justinol Ruso
on 2/3/25, 3:22 AM

Does this module support sending Twilio WhatsApp Content Template Messages via Odoo

Re: Twilio WhatsApp Content Template Message Support
by
Volodymyr
on 2/3/25, 7:46 AM Author

Dear Justinol Ruso,

Thank you for your message and question.

The functionality you have mentioned is in development at this moment and will be published in the nearest module version update.