Developer documentation for the Twilio SMS integration in the WPResidence real estate CRM. Entry point is libs/twilio.php.

Send API

wpestate_crm_send_notification_sms( $event, $data )

Flow:

1. Check global flag crm_twilio_enabled. Abort if falsy.
2. Check per-event flag crm_notify_sms_{event}_enabled. Defaults to true unless explicitly ‘0’.
3. Validate all three credentials present (crm_twilio_account_sid, crm_twilio_auth_token, crm_twilio_from_number).
4. Determine recipient phone: $data[‘agent_phone’], or user meta crm_phone, or user meta billing_phone.
5. Resolve placeholders in the body template via wpestate_crm_resolve_placeholders().
6. POST to Twilio REST API.
7. Record sms_sent activity on the contact on success.

Twilio REST Call

• Endpoint: https://api.twilio.com/2010-04-01/Accounts/{account_sid}/Messages.json
• Method: POST via wp_remote_post()
• Auth: Basic Auth header, value base64_encode(“account_sid:auth_token”).
• Body: form-encoded with From, To, Body.

Settings

Key	Default
crm_twilio_enabled	false
crm_twilio_account_sid	empty
crm_twilio_auth_token	empty
crm_twilio_from_number	empty
crm_notify_sms_new_contact_enabled	true
crm_notify_sms_new_contact_body	see below

Default body template: New lead: {contact_name} ({contact_email}). {listing_title}. View: {crm_contact_url}

Event Integration

Currently called from wpestate_crm_on_new_contact_notification() (libs/notifications.php) after email sending if the function exists. The design anticipates future events (deal_won, task_overdue) – add them by calling wpestate_crm_send_notification_sms($new_event, $data) from the relevant hook.

Test SMS AJAX

Property	Value
Action	wpestate_crm_send_test_sms (no _nopriv – admin-only)
Nonce	via wpestate_crm_verify_ajax_nonce(‘send_test_sms’)
Capability	manage_options
POST param	phone
Test message	Test SMS from {site_name} CRM. If you received this, Twilio is configured correctly.

Returns JSON success/error with the Twilio response body or a descriptive error (missing credentials, invalid phone, HTTP error code from Twilio).

Placeholder Support

Uses the shared wpestate_crm_resolve_placeholders() function – same 20 placeholders as the email module. No SMS-specific placeholders.

Error Handling

• wp_remote_post() errors: logged, function returns false, no activity record.
• HTTP >= 400: logged with response body, no activity record.
• Missing phone on recipient: silent skip (expected – not every agent has a phone on file).

Security

Credentials stored plain-text in the CRM settings array (standard WordPress pattern). For production deployments, consider storing the crm_twilio_auth_token in wp-config.php as a constant and reading it via a filter rather than exposing it in the admin UI.

Extending

• Add a new SMS event by registering a new settings pair (crm_notify_sms_{event}_enabled and crm_notify_sms_{event}_body) and calling the send API from the relevant hook.
• Replace Twilio with another provider by forking libs/twilio.php into a child plugin and overriding wpestate_crm_send_notification_sms with your own implementation.