Overview
Client: RooflineInc
Service: Twilio Integration, Real-Time Order Sync, OTP Login & 2FA
Goal: Deliver a secure, real-time communication layer for customer interactions — enabling instant order updates, secure logins, and verified customer actions across their WordPress-powered site.
The Challenge
RooflineInc operates a dynamic e-commerce and service portal via WordPress, managing a steady flow of customer orders, form submissions, and account activity.
They needed a system that could:
- Instantly notify users of order and form updates
- Secure user accounts with OTP-based login and 2FA
- Verify phone numbers in real time during signup and interactions
- Keep communication fluid, fast, and fully integrated into their WordPress experience
In essence, the goal was to add real-time communication and verification layers without disrupting the current workflow — and to do it all with Twilio.
The Solution
A tailored Twilio integration was developed to enhance the existing WordPress platform. This included secure login mechanisms, real-time syncing of order/form data, and seamless user verification.
🔔 Real-Time Order & Form Notifications
Whenever a customer places an order or fills out a form, the system instantly sends a confirmation and notifies the relevant team. This ensures:
- No delays in customer communication
- Internal teams stay in sync with customer activity
- A professional, responsive customer experience
🔐 OTP Login & Phone Verification
The login system was fortified using Twilio’s Verify API. Customers now receive a one-time password (OTP) for logging in — and phone numbers are verified during account creation or profile updates.
📲 Two-Factor Authentication (2FA)
To add another layer of security, 2FA was introduced for sensitive user actions. This keeps both customer data and account access protected.
The Result
RooflineInc’s website is now:
- Real-Time – customers receive instant feedback on interactions
- Secure – with phone verification and OTP-based login
- Reliable – powered by Twilio’s robust infrastructure
The team now manages thousands of customer actions each week with confidence, speed, and security — all fully integrated within their WordPress environment.