Automating WhatsApp Messages with Pabbly Connect and Jotform

Learn how to automate WhatsApp messages using Pabbly Connect with Jotform submissions seamlessly. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages with Jotform submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free, which provides you with 100 tasks monthly.

After signing in, you will see the Pabbly Connect dashboard. Here, you can manage your workflows and create new ones. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Automating WhatsApp Messages on Jotform Submission’. This sets the stage for integrating Jotform and WhatsApp Cloud API through Pabbly Connect.

2. Setting Up the Trigger with Jotform

In this step, you will configure Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications and choose the ‘New Response’ event as your trigger. This means that every time a new form submission occurs, it will trigger the automation.

• Choose Jotform as the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the provided webhook URL to connect Jotform with Pabbly Connect.

Next, go to your Jotform and access the settings of the specific form you want to connect. Under the ‘Integrations’ section, select ‘Webhooks’ and paste the copied webhook URL. This creates a link between Jotform and Pabbly Connect, allowing data to flow seamlessly.

3. Testing the Trigger Connection

After setting up the trigger, it’s essential to test the connection to ensure everything is functioning correctly. Submit a test response through your Jotform. This action will send data to Pabbly Connect, which should capture the response in the webhook.

Check the Pabbly Connect dashboard to see if the response from Jotform is recorded. If you see the data displayed, it confirms that the connection is successful. You can then proceed to set up the action to send WhatsApp messages.

4. Setting Up WhatsApp Cloud API as Action

Now that the trigger is working, it’s time to set up the action. Select WhatsApp Cloud API as your action application in Pabbly Connect. Choose the ‘Send Template Message’ event to automate the message sending process.

• Connect to WhatsApp Cloud API by entering your Access Token, Phone Number ID, and WhatsApp Business Account ID.
• Select the message template you created earlier.
• Use mapping to dynamically insert the recipient’s phone number and name into the message body.

After completing these steps, click ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. You’ll receive a confirmation if the message is accepted, indicating the integration is complete.

5. Conclusion

This tutorial demonstrated how to automate WhatsApp messages using Pabbly Connect with Jotform submissions. By following the steps outlined, you can efficiently set up automated workflows that enhance customer communication.

Utilizing Pabbly Connect for integration allows businesses to streamline their operations and improve response times, ensuring that customers receive timely updates and support.