How to Send WhatsApp Messages on Cognito Forms Submission Using Pabbly Connect

Learn how to automate WhatsApp messages for Cognito Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration with AiSensy. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating WhatsApp messages on Cognito Forms submission, first, access Pabbly Connect. This platform enables seamless integration between various applications, including Cognito Forms and AiSensy.

Start by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 tasks per month. Existing users should sign in to their accounts. Once logged in, you will see the Pabbly apps window where you can select Pabbly Connect to proceed with the integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. This initiates the workflow creation process necessary for automating your tasks.

• Enter a name for your workflow, such as ‘Send WhatsApp Message on Cognito Form Submissions’.
• Select a folder to save your workflow, for instance, ‘WhatsApp Automations’.
• Click the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, we will set Cognito Forms as the trigger application.

3. Setting Up Cognito Forms as the Trigger

In the workflow setup, select Pabbly Connect as the trigger application and choose ‘Cognito Forms’. This allows you to capture new form submissions instantly.

Next, select the trigger event as ‘New Entry’. Pabbly Connect will generate a unique webhook URL that you need to copy. This URL will be used to connect Cognito Forms to Pabbly Connect.

• Open the Cognito Forms where you created your form.
• In the form settings, find the option to ‘Post JSON data on a website’ and toggle it on.
• Paste the copied webhook URL as the submit entry endpoint.

After saving these settings in Cognito Forms, return to Pabbly Connect. The workflow should now indicate that it is waiting for a webhook response, signaling that the connection is established.

4. Testing the Form Submission

To ensure everything is working correctly, perform a test submission using the Cognito Form. Fill in the required fields, such as first name, last name, email, address, and service interested in, then submit the form.

Once the form is submitted, return to Pabbly Connect and check if it has captured the response successfully. You should see the details of the test submission reflected in the workflow.

Verify that the captured data includes all fields, such as name, email, and service. This confirms that the integration between Cognito Forms and Pabbly Connect is successful.

Now that the trigger setup is complete, you can proceed to set up the action step to send WhatsApp messages.

5. Setting Up WhatsApp Action Using AiSensy

For the action step, select WhatsApp by AiSensy as the action application in Pabbly Connect. This allows you to send automated WhatsApp messages to users who submit the form.

Choose the action event as ‘Send Template Message’. You will be prompted to connect your AiSensy account by entering the API key. This key can be found in your AiSensy account under the API management section.

Create a campaign in AiSensy using the message template you prepared. Map the mobile number and customer name from the previous trigger step to personalize the message. Click ‘Save and Send Test Request’ to verify that the message is sent successfully.

Once the test request is successful, check your WhatsApp for the received message. This confirms that the integration between Cognito Forms, AiSensy, and Pabbly Connect is functioning correctly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages upon Cognito Forms submissions. By following the detailed steps, you can streamline your communication process and enhance customer engagement effortlessly.