How to set up Twilio and SendGrid

Enable email and SMS's in production.

Helghardt Avenant avatar
Written by Helghardt Avenant
Updated over a week ago

Rehive's Notification Extension is a powerful add-on that makes it possible to send emails, SMS, and push notifications for any event in the Rehive system. For example, sending an email verification link, a one-time pin via SMS, or a transaction receipt are all powered by this extension.

Requirements

The extension is integrated with Twilio for sending SMSs and SendGrid for sending emails. In production mode, it is required to link your own Twilio and SendGrid accounts by following the guide below.

All projects on Rehive get up to 200 emails and 50 SMSes free of charge per month to test the system. Once you exceed this threshold, whether you are in production or test mode, you have to link your own SendGrid and Twilio accounts in order to keep sending emails and SMSs.

Link emails

Step 1: Create a SendGrid account as a business entity.

Step 2: Log in to SendGrid and click on Create an API key.

Step 3: When creating an API key, select Restricted Access and grant full permissions for Mail Send.

Step 4: Login into the Rehive Admin Dashboard and go to Extensions > Notification Extension > Settings > Customization settings. Scroll down to SendGrid credentials

Step 5: Add your SendGrid API key and desired "from" email address. Make sure to set up Single Sender Verification for your "from email" address, or Domain Authentication if you want to use any email with your domain as your "from" email.

Step 6: Test that your SendGrid set up is working. The easiest way to test this is to go to the Users listing page and click on your admin user. On the user details page, scroll down to Documents and click "Add document".
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Upload any dummy document or image you want. After that, go to Extensions > Notification Extension > Logs and check your Notification logs. There should be a notification "Document create" sent to your admin user, with a "Sent" value of true. If the sent value is false, something in your SendGrid configuration is incorrect.
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Link SMSs

Step 1: Create a Twilio account as a business entity.

Step 2: Log in on Twilio and proceed to create a Standard API key.

Step 3: Login into the Rehive Admin Dashboard and go to Extensions > Notification Extension > Settings > Customization settings. Scroll down to Twilio credentials.

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