Agency Elephant Twilio

Agency Elephant + Twilio Integrations

Put Agency Elephant + Twilio to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Agency Elephant and Twilio below — describe the exact one you want above and the Agent builds it on demand.

Agency Elephant + Twilio When a tag is added to or removed from a lead in Agency Elephant, send an SMS via Twilio.
Send text messages to newly created leads When a new lead is created in Agency Elephant, automatically send a welcome SMS via Twilio to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Twilio, automatically log the activity on the contact's record in Agency Elephant. See details
Dispatch text confirmations on won deals When a deal is won in Agency Elephant, send an automated SMS via Twilio to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Agency Elephant and Twilio?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Agency Elephant and Twilio

Everything Agency Elephant and Twilio can do inside a workflow — the triggers that start one and the actions that run when it fires.

Agency Elephant Explore Agency Elephant →

An automated customer relationship management and messaging platform built specifically for insurance agents and agencies.

Triggers
Pipeline Status Added or Removed From Lead

Triggers when a Pipeline Status is added or removed from a Lead.

Tag Added or Removed From Lead

Triggers when a Tag is added or removed from a Lead.

Lead Copied or Moved

Triggers when a Lead is copied or moved to Group.

New Group

Triggers when a new Group is created.

New Lead Added to Group

Triggers when a new Lead is added to a Group.

Actions
Add/Remove Pipeline Status From Lead

Add or remove a pipeline status from Lead

Add/Remove Tag From Lead

Add or remove a tag from Lead

Copy/Move Lead

Copy or move a Lead to group

Create or Update Lead

Create a new lead, or updates an existing lead.

Twilio Explore Twilio →

Twilio is a cloud communications platform that provides APIs for sending text messages, making voice calls, and handling messaging.

Triggers
New Phone Number

Triggers when you add a new phone number.

New Call

Triggers when a call is finished on your Twilio number.

New Recording

Triggers when a new recording is available on your account.

New SMS

Triggers when an SMS is sent to your Twilio number.

New Transcription

Triggers when a new transcription is available on your account.

New WhatsApp Message

Triggers when a WhatsApp message is sent to your Twilio number.

Actions
Call Phone

Call a number or numbers and say a message.

Send WhatsApp Message

Send a WhatsApp message to one or more recipients.

Send SMS

Send a SMS to a number or numbers.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Agency Elephant + Twilio

Is there a pre-built Agency Elephant + Twilio automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Agency Elephant and Twilio's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Agency Elephant or Twilio connector?

No. The Agent works whether or not Agency Elephant or Twilio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Agency Elephant and Twilio help track phone communications?

Inbound calls, text messages, and missed calls handled in Twilio can automatically log activities or update lead profiles directly inside Agency Elephant.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Agency Elephant can prompt Twilio to send an automated SMS confirmation or message to the client.

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