Send SMS With Twilio in ClickUp

Connecting Twilio with ClickUp lets your team send automated SMS messages directly from tasks, so you can keep clients and teammates informed without leaving your workspace.

This how-to guide walks you through every step, from setting up Twilio to building your first Automation.

What you need before you start in ClickUp

Before creating Twilio Automations in ClickUp, make sure you have the following items ready:

• An active Twilio account with available phone numbers
• Your Twilio Account SID and Auth Token
• A Workspace, Space, and Folder (or List) in ClickUp where you’ll configure Automations
• Permission to manage Automations in that ClickUp location

Having these ready ensures a smooth setup so you can start sending SMS messages quickly.

How Twilio SMS Automations work in ClickUp

Twilio SMS messages in ClickUp are powered by task-based Automations. When a task meets certain conditions, an Automation sends an SMS through Twilio to one or more phone numbers.

You can use these messages to:

• Update clients when a task status changes
• Notify team members about urgent work
• Send reminders when due dates are near
• Confirm that important tasks are completed

Automations can run in any Space or Folder in your ClickUp Workspace where you configure them.

Connect Twilio to ClickUp

To send SMS messages from tasks, you first need to connect Twilio to ClickUp.

Step 1: Open Automations in ClickUp

1. Navigate to the Space, Folder, or List in ClickUp where you want to use SMS Automations.
2. Open the Automations menu for that location.
3. Click the option to create a new Automation.

Step 2: Choose the Twilio action in ClickUp

1. In the Automation builder, select a starting trigger for your task, such as a status change.
2. When choosing the action, look for the option to send an SMS using Twilio.
3. Select the Twilio SMS action to open the connection settings inside ClickUp.

Step 3: Authorize Twilio with ClickUp

When you first use the Twilio action, ClickUp prompts you to connect your Twilio account:

1. Enter your Twilio Account SID and Auth Token.
2. Select the Twilio phone number that will send SMS messages.
3. Confirm the connection to allow ClickUp to send messages on your behalf.

Once authorization is complete, the Twilio account is available for SMS Automations in that ClickUp Workspace.

Create your first Twilio SMS Automation in ClickUp

After connecting Twilio, you can set up an Automation that sends an SMS messages whenever a task meets your conditions.

Step 1: Choose an Automation trigger

In the Automation builder in ClickUp, choose when the SMS should send. Common triggers include:

• When status changes (for example, from In Progress to Complete)
• When a task is created
• When a due date arrives
• When a custom field changes

Pick the trigger that best fits the workflow you want to automate.

Step 2: Add the Twilio SMS action in ClickUp

Next, configure the SMS action inside ClickUp:

1. Add the Send SMS with Twilio action to your Automation.
2. Select the connected Twilio phone number you want to use as the sender.
3. Enter the destination phone number or use a custom field that stores a contact’s phone.

Using custom fields in ClickUp lets you reuse the same Automation for many different tasks and contacts.

Step 3: Write the SMS message content

In the Automation action, compose the SMS text that Twilio will send:

• Write a short, clear message your recipients will understand at a glance.
• Use task variables from ClickUp, such as task name, status, or due date, to personalize the message.
• Keep SMS length in mind, since longer messages may be split into multiple texts.

When you save the Automation, ClickUp will send the SMS through Twilio every time the task meets your trigger conditions.

Best practices for Twilio SMS Automations in ClickUp

To get consistent, reliable results when sending Twilio SMS messages from ClickUp, follow these practices:

Keep data clean and consistent

• Store phone numbers in a single custom field in ClickUp (such as Client Phone).
• Use a standard international format (for example, +15555555555).
• Verify numbers before adding them to Automations.

Test new Automations in ClickUp

• Create a test List in ClickUp to trial new workflows.
• Use your own phone number for initial tests.
• Check that the correct information from the task appears in the SMS message.

Respect SMS and privacy rules

• Use SMS only for recipients who have agreed to receive messages.
• Limit the frequency of messages to avoid spam complaints.
• Avoid sending sensitive data through SMS.

Troubleshooting Twilio SMS issues in ClickUp

If SMS messages are not sending as expected from ClickUp, start with these checks:

• Confirm the Automation is enabled in the correct Space or Folder.
• Verify the trigger conditions truly match the tasks you are testing.
• Check that the Twilio connection in ClickUp is still authorized.
• Make sure the phone number field in ClickUp contains valid numbers.
• Review Twilio logs in your Twilio dashboard for any delivery errors.

Most issues come from incorrect Automation conditions or invalid phone numbers inside ClickUp tasks.

Where to learn more about ClickUp and Twilio

You can review detailed, official documentation about Twilio Automations and SMS messaging in ClickUp by visiting the original help article here: Twilio Automations: Send SMS text messages from ClickUp.

For broader workflow design and implementation support beyond ClickUp, you can also explore resources and services at Consultevo, which focuses on optimizing productivity systems and automation strategies.

By combining Twilio with Automations in ClickUp, your team can build reliable, real-time SMS notifications that keep work moving without manual follow-up.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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