Send SMS from PFI with Twilio

Here I propose a solution to send SMS text messages from M3.

The desired solution is an exchange of SMS text messages between M3 and the user.

Scenario

For example, let’s suppose we have a scenario where approvers need to review new Customers before setting the Customer’s status to 20-Definite in CRS610. Also, let’s suppose that the approvals are done by SMS text messages. In such a scenario, M3 would send an SMS text message to the user’s mobile phone saying “Please review and approve this new customer XYZ”. The user would respond with an SMS text message saying “APPROVE”. M3 would acknowledge receipt of the approval and would call the API CRS610MI.ChgBasicData to set the Customer’s Status to 20-Definite.

Here is a screenshot of such an exchange between M3 and the approver:

Alternate solutions

The current solutions for such approval scenarios is to use the Smart Office Inbasket, the Mailbox Inbasket, and the Mobile Inbasket of ProcessFlow Integrator (PFI). But those solutions do not support SMS text messaging.

Why it matters

SMS text messaging is a market of 6 trillion SMS text messages sent in 2010 [1], generating $114.6 billion in 2010 [2].

We want M3 to also benefit from the potential of using SMS text messages.

Background

In a previous post, I had posted a solution to Send SMS from Smart Office with Skype. That was a solution for the client-side.

This time, I post a solution using Twilio. And this time the solution is for the server-side.

How it works

I propose a solution that uses PFI and the REST API of Twilio cloud communications.

Twilio is a service that allows developers to programmatically make and receive phone calls, and to send and receive text messages. Twilio’s REST API is XML or JSON over HTTP.

Technically speaking, we want PFI to send an HTTP request to Twilio. The HTTP Request must be over HTTPS, using a POST method, using Basic Authentication, and the Body of the request will contain as parameters the source phone number, the target phone number, and the desired message. We’ll use the WebRun activity node in PFI for that. And when Twilio will receive that HTTP Request it will send the SMS text message on our behalf using its PSTN gateway.

Pre-requisites

Make sure your Twilio account works:

1. Open an account with Twilio
2. Add funds
3. Make sure to get a valid Twilio phone number
4. Test it with the Twilio Sandbox
5. Test it with the API Explorer
6. Write down the Account SID and the Authorization Token, they will be needed for authentication later:
   

Sample HTTP Request

A sample HTTP Request to send an SMS text message looks like:

POST https://api.twilio.com/2010-04-01/Accounts/ACec246b17f76e0f336a6........../SMS/Messages.xml HTTP/1.1
Authorization: Basic QUNlYzI0NmIxN2Y3NmUwZjMzNmE2NTYzMjI2ZmNmMTUyYzo1ZjA2MDA4NDI0ZGQ1OGFmNWZkMThiYW.........==
Content-Type: application/x-www-form-urlencoded
Host: api.twilio.com
Content-Length: 64

From=%2B14156250342&To=%2B18472874945&Body=Hi%2C+this+is+Thibaud!

Solution

Perform the following steps to implement the solution:

1. Open PF Designer
2. Create a new flow
3. Add a WebRun activity node:
   
4. Open the Properties of the WebRun activity node.
5. Set the WebRun to Use external host
6. Set the hostname to api.twilio.com
7. Set the userid to your Twilio’s AccountSid as shown on your Twilio’s account Dashboard.
8. Set the password to your Twilio’s AuthToken as shown on your Twilio’s account Dashboard.
9. Check the box SSL enabled
10. Set the Web program to:

    /2010-04-01/Accounts/{AccountSid}/SMS/Messages.{format}

    Where {AccountSid} is your AccountSid, and where {format} is either XML or JSON.

11. Set the Post string with a From, To, and Body parameters.
12. Set the source From phone number to your Twilio’s number, and URL-encode it. For example, the phone number +14156250342 becomes:

    From=%2B14156250342

13. Set the destination To phone number to any number you want, and URL-encode it. For example, the phone number +18472874945 becomes:

    To=%2B18472874945

14. Set the Body of the SMS text message to any text you want, and URL-encode it. For example, the message “Hi, this is PF Designer!” becomes:

    Body=Hi%2C+this+is+PF+Designer!

15. Separate the From, To, and Body parameters with ampersands &
16. Set the Content-type to application/x-www-form-urlencoded.
    But because PF Designer doesn’t have that specific content-type in the available list of options, you will have to add it manually in the XML file of the flow with a text editor like Notepad, and URL-encode it. The new value should be application%2Fx-www-form-urlencoded. The result should look like:

    <activity activityType="WEBRN" ...>
      <prop className="java.lang.String" name="contentType" propType="SIMPLE">
        <anyData><![CDATA[application%2Fx-www-form-urlencoded]]></anyData>
      </prop>
      ...
    </activity>

17. Save the flow
18. The Properties of the WebRun should look like this:
    
19. Run the flow:
    
20. Now your mobile phone should receive the SMS text message and beep. Here is a screenshot from the SMS text message received on my iPhone:
     
21. You can check the logs in Twilio:
    

Here are a few possible applications of sending and receiving SMS text messages from M3:

• Support for users that do not have smartphones
• Support for regions that are covered by GSM only and that lack coverage for 3G/4G/Wifi
• Approve/Reject Customers (CRS610) by text messages
• Approve/Reject Purchase Orders (PPS180) by text messages
• Send driving directions to truck drivers
• Send pick-up reminders
• Place a Customer Order via text messages
• Send notifications by text message when an order changes status.
• Monitoring and alert. To help with the scheduled jobs, such as CAS950, OIS180, PPS600, POs, Invoicing, Stock Transactions, etc. If there is an issue, if the jobs fail or do not complete within the expected time, M3 could alert a maintenance staff via SMS text message to its mobile phone.

Future work