How to Send WhatsApp Message on Jotform Submission using Pabbly Chatflow

Learn how to send WhatsApp messages automatically on Jotform submissions using Pabbly Chatflow. Step-by-step guide for seamless integration. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To send WhatsApp messages on Jotform submission, you first need to access Pabbly Chatflow. Start by navigating to the Pabbly website and signing in to your account.

If you are a new user, you can easily sign up for free and receive 100 tasks monthly. Once logged in, locate the Pabbly Chatflow application to begin the integration process.

2. Creating a Workflow in Pabbly Chatflow

Creating a new workflow in Pabbly Chatflow is essential for automating WhatsApp messages. Click on the ‘Create Workflow’ button, and provide a name for your workflow, such as ‘Send WhatsApp on Jotform Submission’.

Next, select the folder where you want to save this workflow. After naming your workflow, click on the ‘Create’ button to proceed. This action will display two boxes: one for the trigger and another for the action.

• Click on the trigger box and choose ‘Jotform’ as the trigger application.
• Set the event to ‘New Submission’.
• Click on ‘Save and Continue’.

After setting up the trigger, you can now proceed to define the action step that will send WhatsApp messages.

3. Connecting Jotform to Pabbly Chatflow

To connect Jotform with Pabbly Chatflow, you need to generate a webhook URL. This URL will serve as a bridge between Jotform and Pabbly Chatflow. Open your Jotform account and select the form you want to integrate.

Click on the ‘Edit Form’ button and navigate to the ‘Settings’ tab. On the left side, click on ‘Integrations’, and then select ‘Webhooks’. Paste the webhook URL provided by Pabbly Chatflow into the designated field. Finally, click on ‘Complete Integration’ to finalize the connection.

4. Sending WhatsApp Messages through Pabbly Chatflow

Now that you have connected Jotform to Pabbly Chatflow, the next step is to set up the action to send a WhatsApp message. In the action box, select ‘Pabbly Chatflow’ and then choose the event ‘Send Template Message’.

Here, you will need to select the WhatsApp template you want to use. If you haven’t created a template yet, you can do so by navigating to your Pabbly Chatflow dashboard and selecting ‘Templates’.

• Choose a template category and create a new template.
• Draft your message and include any custom variables needed.
• Save your template once completed.

Once your template is ready, return to the action setup and select your newly created template to use in the workflow.

5. Testing the Integration

Testing the integration is crucial to ensure that everything works correctly. In Pabbly Chatflow, click on the ‘Save and Send Test Request’ button to initiate the test. This action will send a WhatsApp message based on the details captured from the Jotform submission.

Make sure to check your WhatsApp to verify that the message has been received. If everything is set up correctly, you will receive the message as expected. This confirms that the integration between Jotform and Pabbly Chatflow is successful.

Conclusion

In this tutorial, we covered how to send WhatsApp messages automatically on Jotform submissions using Pabbly Chatflow. By following these steps, you can streamline your communication process effectively.