Learn how to automate WhatsApp messages using Pabbly Connect and AI Sensi for seamless communication after form submissions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
To begin automating WhatsApp messages using Pabbly Connect, first, access your Pabbly Connect dashboard. If you don’t have an account, you can sign up for free. Once logged in, click on ‘Create Workflow’ to initiate your automation process.
In the workflow setup, name your workflow (e.g., ‘Paper Form to AI Sensi’) and click on ‘Create’. This opens a new workflow with two sections: the trigger and action windows, where you will configure how data flows from Pabbly to AI Sensi.
2. Connecting Paper Form to Pabbly Connect
In this step, you will connect your Paper Form to Pabbly Connect to capture form submissions. In the trigger window, select ‘Paper Form’ as the application and choose ‘New Form Submission’ as the trigger event. This allows Pabbly Connect to listen for new submissions.
- Choose ‘Paper Form’ in the trigger app.
- Select ‘New Form Submission’ as the trigger event.
- Copy the provided webhook URL.
After copying the webhook URL, go to your Paper Form settings and navigate to the integrations section. Paste the webhook URL into the designated field and click ‘Add Webhook’. This step ensures that every new submission is sent to Pabbly Connect for processing.
3. Sending WhatsApp Messages via AI Sensi
Once your Paper Form is connected to Pabbly Connect, the next step is to send the captured data to AI Sensi. In the action window, select ‘AI Sensi’ as the application and choose the ‘Send Template Message’ action event. This action will facilitate sending WhatsApp messages based on the form submissions.
To establish a connection with AI Sensi, you will need your API key. Go to your AI Sensi account, navigate to the manage section, and copy the API key. Return to Pabbly Connect, paste the API key, and click ‘Save’ to connect your accounts.
- Select ‘AI Sensi’ in the action app.
- Choose ‘Send Template Message’ as the action event.
- Input your API key for AI Sensi.
After connecting, select the campaign you wish to use for sending messages. Ensure the campaign status is live, and map the mobile number and user name fields with the responses captured from the Paper Form.
4. Mapping Data in Pabbly Connect
Mapping data in Pabbly Connect is crucial for ensuring that the correct information is sent in the WhatsApp messages. In the AI Sensi action step, you will need to map the mobile number, first name, and last name from the Paper Form responses to the corresponding fields in AI Sensi.
For example, in the mobile number field, select the WhatsApp number response from the dropdown. Similarly, map the first name and last name to ensure personalized messages. You can also add template parameters for dynamic content, such as including the user’s name in the message.
Map the mobile number with the WhatsApp number from the form. Map the first name and last name for personalization. Add template parameters for dynamic message content.
Finally, review the message template you created in AI Sensi and ensure all variables are correctly mapped. This setup allows you to send personalized WhatsApp messages automatically when a form is submitted.
5. Testing the Automation Workflow
After configuring everything in Pabbly Connect, it’s time to test your automation. Make a test submission on your Paper Form and check if the WhatsApp message is sent correctly. This step verifies that all connections and mappings are functioning as intended.
Upon submitting the test form, return to your Pabbly Connect dashboard. You should see a successful webhook response indicating that the data has been captured. Check your WhatsApp account to confirm that the message was received with the correct details.
If everything works smoothly, your automation is set up effectively. You can now automate WhatsApp messages for every new submission on your Paper Form using Pabbly Connect and AI Sensi.
Conclusion
This tutorial demonstrated how to automate WhatsApp messages using Pabbly Connect and AI Sensi. By following these steps, you can streamline communication and enhance user engagement after form submissions. Enjoy the benefits of automation with Pabbly Connect!
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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