Automate WhatsApp Messages with Pabbly Connect and Cognito Forms

Learn how to automate WhatsApp messages for Cognito Form submissions using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start automating WhatsApp messages using Pabbly Connect, first visit the Pabbly Connect website. Once there, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks per month. After logging in, you will see the Pabbly apps window.

From the apps window, click on the Pabbly Connect option. This will take you to the dashboard where you can create your automation workflows. To initiate a new workflow, click on the Create Workflow button located in the top right corner of the dashboard.

Creating a Workflow in Pabbly Connect

After clicking on Create Workflow, a dialog box will appear prompting you to name your workflow. Enter a name such as ‘Send WhatsApp Message on Cognito Form Submissions’. Next, select a folder where you want to save this workflow.

Once you have named your workflow and chosen a folder, click the Create button. This will set up your automation workflow in Pabbly Connect. You will see two sections: the Trigger and Action sections. The Trigger section is where you define what will start the automation process.

• Name your workflow appropriately.
• Select the folder for your workflow.
• Click on Create to finalize the workflow setup.

Now that your workflow is created, you need to set up the Trigger application. This will be Cognito Forms, as you want to capture form submissions.

Setting Up the Trigger in Pabbly Connect

In the Trigger section, select Cognito Forms as your trigger application. You will then choose the trigger event as New Entry. This event will capture new submissions from your Cognito form. Once selected, Pabbly Connect will generate a unique webhook URL for your workflow.

Copy this webhook URL and go to your Cognito Forms account. Open the form you created and navigate to the settings. In the settings, find the option to Post JSON Data on a Website and toggle it on. Paste the webhook URL into the submit entry endpoint field and save your changes.

• Select Cognito Forms as the trigger application.
• Choose New Entry as the trigger event.
• Copy the webhook URL for integration.

After saving the webhook settings in Cognito Forms, return to Pabbly Connect and check if it is waiting for a webhook response. This indicates that the connection is established.

Setting Up the Action in Pabbly Connect

Next, you need to set up the Action step in your workflow. The action application will be WhatsApp by AI Sensi. This application will send the WhatsApp messages to your clients. In the Action step, select WhatsApp by AI Sensi and choose the action event as Send Template Message.

Click on the Connect button to establish a connection between Pabbly Connect and WhatsApp by AI Sensi. You will need to provide an API key from your WhatsApp account. Navigate to your WhatsApp by AI Sensi account, go to the manage section, and copy the API key. Paste this key into Pabbly Connect and save the connection.

Select WhatsApp by AI Sensi as the action application. Choose Send Template Message as the action event. Provide the API key to connect.

After saving the connection, you will need to create a campaign name for the WhatsApp message. This will help you manage and identify your message campaigns easily. Fill in the required fields using the data captured from the Cognito Forms submission.

Testing the Integration in Pabbly Connect

Once you have set up the action step, it’s time to test the integration. To do this, fill out the Cognito Form with test data. After submitting the form, check Pabbly Connect to see if it captures the response correctly. If the test submission is successful, you should receive a WhatsApp message at the number provided in the form.

Open your WhatsApp to verify that the message has been received. The message should include the dynamic fields you set up earlier, such as the customer’s name. This confirms that the automation is working as intended and that Pabbly Connect has successfully integrated Cognito Forms and WhatsApp by AI Sensi.

Submit the Cognito Form with test data. Check Pabbly Connect for captured responses. Verify the WhatsApp message received.

If everything works as expected, you can now automate WhatsApp messages for every new Cognito Form submission using Pabbly Connect. This saves time and ensures prompt communication with your clients.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages for Cognito Form submissions using Pabbly Connect. By following the steps outlined, you can streamline your communication process and enhance customer engagement effectively.