How to Send SMS via ClickSend to Specified Number Using Pabbly Connect and Cognito Forms

Learn how to send SMS via ClickSend to a specified number when a form is submitted using Pabbly Connect and Cognito Forms. Step-by-step tutorial included.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Integration

To send SMS via ClickSend when a form is submitted through Cognito Forms, you first need to access Pabbly Connect. This platform allows you to create automated workflows that connect different applications seamlessly.

Begin by logging into your Pabbly Connect account. Once logged in, navigate to the ‘Connect’ option, where you will create a new workflow for the integration process.

2. Creating Your Cognito Form

Next, you need to create a form in Cognito Forms that collects user data such as first name, last name, email address, and phone number. This is essential for sending SMS notifications.

• Access Cognito Forms and create a new form.
• Add fields for First Name, Last Name, Email Address, and Phone Number.
• Ensure to set the Phone Number field to accept international formats.

After creating the form, make sure to save it. This form will be the trigger for your Pabbly Connect workflow, enabling SMS to be sent via ClickSend upon submission.

3. Configuring Pabbly Connect Workflow

Now, return to Pabbly Connect and set up the workflow to connect Cognito Forms with ClickSend. Start by selecting Cognito Forms as your trigger application.

• Choose the trigger event as ‘New Entry’.
• Select the form you created in Cognito Forms.
• Authorize Pabbly Connect to access your Cognito Forms account.

Once configured, test the trigger to ensure that Pabbly Connect can successfully retrieve form submissions. This step is crucial for the automation to work correctly.

4. Setting Up ClickSend to Send SMS

With the trigger set, the next step is to configure ClickSend within your Pabbly Connect workflow. ClickSend will handle the SMS delivery to the specified number.

Select ClickSend as your action application. Choose the action event as ‘Send SMS’. Connect your ClickSend account to Pabbly Connect.

Fill in the required fields such as the recipient’s phone number, message body, and sender ID. You can customize the message to include user details gathered from the Cognito form.

5. Testing and Activating Your Workflow

After setting up the ClickSend action, it’s important to test the entire workflow. This ensures that the SMS is sent correctly when a form is submitted.

In Pabbly Connect, use the test feature to submit a sample entry through your Cognito Form. Check if the SMS is received at the specified number. If everything works as expected, activate the workflow to make it live.

Once activated, your integration is complete! From now on, every time a user submits the Cognito Form, they will receive an SMS via ClickSend, automating your communication process.

Conclusion

In this tutorial, you learned how to send SMS via ClickSend to a specified number using Pabbly Connect when a form is submitted through Cognito Forms. This integration streamlines communication and enhances user engagement effectively.