Automate WhatsApp Messages with Pabbly Connect and Jotform

Learn how to automate WhatsApp messages using Pabbly Connect and Jotform with this step-by-step tutorial. Integrate Cloud API effectively for seamless communication. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating WhatsApp messages using Pabbly Connect, first access the platform by navigating to the Pabbly Connect website. Here, you will need to sign in to your account or create a new one if you are a first-time user.

Once logged in, you will be directed to your dashboard. From there, locate the option to create a new workflow. This is where you will set up the integration between Jotform and WhatsApp Cloud API through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow that connects Jotform with WhatsApp Cloud API using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button. You will then be prompted to name your workflow, such as ‘Automated WhatsApp Messages for Jotform Submissions’.

Next, select the folder where you want to save this workflow. After naming and selecting the folder, click on ‘Create’. You will see two boxes, one for the trigger and one for the action. The trigger will be Jotform, while the action will be WhatsApp Cloud API.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder for saving.

After setting up the trigger and action, you are ready to configure the connection between Jotform and WhatsApp Cloud API using Pabbly Connect.

3. Configuring Jotform as the Trigger Application

Now, you will configure Jotform as the trigger application in your workflow using Pabbly Connect. Choose Jotform as your trigger app and select ‘New Response’ as the trigger event. This will allow you to capture new form submissions.

To establish the connection, you will be provided with a webhook URL. Copy this URL as it will link Jotform to Pabbly Connect. Open Jotform, navigate to the form settings, and select ‘Integrations’. Here, you will find the option to add a new webhook. Paste the copied URL into the designated field and complete the integration.

• Select ‘New Response’ as the trigger event.
• Copy the webhook URL from Pabbly Connect.
• Paste the webhook URL in Jotform’s integration settings.

Once the webhook is set up, perform a test submission in Jotform to ensure that the connection to Pabbly Connect is successful.

4. Setting Up WhatsApp Cloud API as the Action

After successfully configuring Jotform, the next step is to set up WhatsApp Cloud API as the action in your workflow using Pabbly Connect. Select WhatsApp Cloud API as the action app and choose ‘Send Template Message’ as the action event.

To connect to WhatsApp Cloud API, you will need to enter your access token, phone number ID, and WhatsApp business account ID. These details can be found in the Meta for Developers dashboard. Once you have entered this information, save the connection.

Select ‘Send Template Message’ as the action event. Enter your access token and account details. Save the connection to WhatsApp Cloud API.

Now that the action is set up, you can proceed to configure the template message you want to send to users who submit the Jotform.

5. Sending Customized WhatsApp Messages

Finally, you will configure the message template that will be sent via WhatsApp using Pabbly Connect. Choose your previously created message template from the WhatsApp API setup. Ensure that the template contains dynamic fields to personalize the message for each user.

For the body of the message, use the mapping feature in Pabbly Connect to pull in the user’s details from the Jotform submission. This allows the message to be customized with the user’s name and other relevant information. After setting up the message body, save your workflow.

Select your message template from the dropdown. Use mapping to personalize the message. Save the workflow to finalize the setup.

Now, whenever a new form submission is made on Jotform, an automated WhatsApp message will be sent to the user, completing the integration process through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages using Pabbly Connect by integrating Jotform and WhatsApp Cloud API. By following these steps, you can easily set up automated responses to enhance customer communication.