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Integrate and Automate your favorite apps with Twilio using Workativ
21 Jan 20257 Mins
Deepa Majumder
Senior content writer

Identity verification via OTP automation, simply put, is the automatic sending or triggering of OTP messages to individuals with no manual intervention. Process automation has become increasingly popular with brands as it allows them to save time by allowing employees to reset their passwords or unlock their accounts via OTP quickly. Additionally, they are making use of other types of SMS automations by using time or action-based drip messages that are triggered by specific criteria.

With Workativ’s Twilio process automation, you have several options for sending automated OTP messages. This saves valuable time for employees by getting rid of the countless hours of waiting on help desk calls to unlock an account or reset a password. Now that all’s said, what is Workativ exactly?

Workativ is a no-code platform for scaling your IT & HR support with AI-based self-service automation. Delivering remote support for employees is more important than ever and Workativ can help automate employee support with intelligent chatbot and process automation, out-of-the-box. Workativ can be added to any of your instant messaging apps like Slack or Microsoft Teams so that employees can self-serve their IT/HR issues, on-the-go, anytime.

If your business is using an SMS management software like Twilio, it is high-time you integrated it with Workativ to reap the benefits of automation.

How Workativ streamlines key Twilio processes

By integrating Twilio and Workativ, you streamline your workplace IT support to connect employees, processes, and automations into a transparent workflow. Let’s take a look at some of the automations you get with Workativ and Twilio integration.

1. Send OTP

One time passwords (OTP’s) provide an extra security layer for applications. Be it for unlocking an account or resetting a password, OTPs are a fast and secure way of identity verification. Using Workativ’s Twilio automation, employees can get an OTP sent to their mobile phone in an instant so that they can use that to verify that it’s indeed them who have put out the request.

2. Verify OTP

Once an employee receives a Twilio OTP, they can use that to verify their identity on Workativ via Workativ’s Twilio process automation. Once verified, Workativ unlocks their account/resets their password in the blink of an eye via their company’s Identity and Access Management (IAM) software like Okta.

Popular Twilio Integrations

With Workativ, you can connect multiple apps and set up an automation involving a synergistic workflow of tasks on those apps. Let’s take a look at some of the apps you can combine with Twilio using Workativ.

1. ServiceNow Twilio Integration

By integrating Workativ and Twilio with an IAM software like Microsoft Azure Active Directory as well as an IT Service Management (ITSM) tool like ServiceNow, you can set up a single automation for employee onboarding. You can set up the automation in such a way that, employees can ask Workativ to unlock their account and after Twilio OTP verification, Workativ will unlock their account on Microsoft Azure AD instantly avoiding waiting times. Then Workativ automatically creates a ServiceNow ticket in closed status informing everyone involved.

2. Zendesk Twilio Integration

Be it for password reset or unlocking an account, by integrating Workativ and Twilio with an IAM software like JumpCloud as well as an IT Service Management (ITSM) tool like Zendesk, you ensure that your employees’ productivity is unaffected. You can set up an automation using Workativ such that, after verifying the employee via Twilio OTP verification, Workativ resets the password for that employee on JumpCloud, automatically creating a Zendesk ticket in closed status in order to inform everyone involved.

3. Twilio, Office 365, and Slack Integration

Make updating personal details hassle-free for your employees by integrating Workativ with Twilio, Office 365, and Slack. You can set up an automation such that, after OTP verification via Workativ’s Twilio process automation, employees can easily update their information on their company’s Office 365, and the employee gets the confirmation for the updation automatically on their Slack channel by Workativ.

How to automate Twilio processes with Workativ

Now that we’ve seen the endless possibilities of what integrating Workativ and Twilio and your existing apps can do for you, let’s see how you can go about the same.

1. Workflow builder

Workativ assistant comes with easy-to-use no-code workflow builder to help you build simple to complex app-based automations for chatbot in minutes. Integrate chatbot with apps, use pre-built workflows from marketplace, approve requests, connect chatbot with on-prem apps and much more.

2. Chatbot Builder

Our easy-to-use no-code chatbot builder helps you build and manage simple to complex conversations, FAQs, integrate app workflows, and personalize your bot in minutes. Deliver autonomous workplace support with purpose built intelligent chatbots.

Benefits

Now the benefits are enormous when it comes to integrating and automating Twilio tasks with Workativ.

1. Provide Instant resolutions.

Employees don’t want or like to wait. Automation allows businesses to provide instant resolutions to employees, allowing them to unlock their laptop/desktop, reset their password, and more, all without the employee asking.

2. Boost up your workplace productivity with multiple integrations

Twilio can be integrated with Workativ’s other well-working integration that can help you to increase employee productivity, boost ROI, and reduce staff costs. Workativ has much more interesting integrations like Microsoft Azure Active Directory, etc., that can be integrated with Twilio and help you out in boosting your business operations.

3. Saving money.

Saving time is synonymous with saving costs in resources. Allowing the professionals in the company’s staff to focus on other processes of greater complexity is essential for any company.

4. Decreased response time.

Companies that use powerful multichannel communication with their employees are more likely to make their employees happy with their service. Getting an employee to feel that your brand is interested in them and that you also give them the value that they deserve as an employee is one way to convert employees into brand ambassadors.

Liked what you read about Workativ? Try Workativ today by signing up for a FREE trial at workativ.com and experience the difference yourself.

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About the Author

Deepa Majumder

Deepa Majumder

Senior content writer

Deepa Majumder is a writer who nails the art of crafting bespoke thought leadership articles to help business leaders tap into rich insights in their journey of organization-wide digital transformation. Over the years, she has dedicatedly engaged herself in the process of continuous learning and development across business continuity management and organizational resilience.

Her pieces intricately highlight the best ways to transform employee and customer experience. When not writing, she spends time on leisure activities.