Integrate JotForm with WhatsApp and Notion Using Pabbly Connect

Learn how to automate WhatsApp messages and add details to Notion with JotForm submissions using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, navigate to the Pabbly Connect website. You can do this by typing ‘Pabbly Connect’ into your browser. Once there, you will need to sign in or create a new account.

If you’re a new user, select ‘Sign Up for Free’ to get started with 100 free tasks monthly. Existing users should click on ‘Sign In’. After logging in, you will see the dashboard where you can access all your workflows and applications.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to send WhatsApp messages and add details to Notion upon receiving a JotForm submission using Pabbly Connect.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Send WhatsApp Message on New JotForm Submission’).
• Select the folder where you want to save this workflow.

After naming your workflow, you will see two boxes: one for the trigger and one for the action. The trigger application will be JotForm, and the trigger event will be ‘New Response’.

3. Setting Up JotForm as a Trigger in Pabbly Connect

Once you have created your workflow in Pabbly Connect, the next step is to set up JotForm as the trigger application. This involves connecting JotForm to Pabbly Connect using a webhook URL.

To do this, go to your JotForm account, select the form you want to use, and click on ‘Edit Form’. Then, go to ‘Settings’ and select ‘Integrations’. Click on ‘Webhooks’ and paste the webhook URL provided by Pabbly Connect. After that, complete the integration.

4. Sending WhatsApp Messages Using Pabbly Connect

In this section, you will configure the action application to send WhatsApp messages upon receiving a new JotForm submission. The action application will be WhatsApp Cloud API, and the action event will be ‘Send Template Message’. using Pabbly Connect

Connect to WhatsApp Cloud API by entering your temporary access token, phone number ID, and WhatsApp Business account ID. You can find these details in the Meta for Developers dashboard. After entering these details, select your message template and map the recipient’s mobile number.

• Select the template you created for WhatsApp messages.
• Map the mobile number from the JotForm submission.
• Customize the message body using mapped variables.

After setting this up, you can test the WhatsApp message to ensure it is sent correctly.

5. Adding Customer Details to Notion Using Pabbly Connect

Now that you have successfully set up WhatsApp messaging, the next step is to add the customer details to Notion using Pabbly Connect. The action application for this step will be Notion, and the action event will be ‘Create Database Item’.

Connect to Notion by selecting the database where you want to store customer contact details. Use the mapping feature to enter the data from the JotForm submission, such as first name, last name, email, phone number, and city.

After mapping the required fields, click on ‘Save and Send Test Request’ to ensure that the details are added to your Notion database successfully. You can verify this by checking your Notion account to see if the new contact appears as expected.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending WhatsApp messages and adding customer details to Notion from JotForm submissions. By following these steps, you can streamline your workflow efficiently.