Send WhatsApp Messages on Paperform Submission Using Pabbly Connect

Learn how to send WhatsApp messages automatically on Paperform submission using Pabbly Connect and WhatsApp Cloud API. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages on Paperform submission, access Pabbly Connect. This platform allows seamless integration between various applications, including WhatsApp Cloud API and Paperform.

Begin by signing into your Pabbly Connect account. If you’re a new user, you can sign up for free and receive 100 tasks every month. After logging in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the sending of WhatsApp messages. Click on the ‘Create Workflow’ button in the top right corner of the Pabbly Connect dashboard.

• Name your workflow: ‘Send WhatsApp Message on Paperform Submission using WhatsApp Cloud API’.
• Select a folder to save your workflow, e.g., ‘Paperform Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Now you will see two sections: Trigger and Action. The trigger will be set to capture new form submissions from Paperform, and the action will be to send a WhatsApp message via WhatsApp Cloud API.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Paperform’ as the trigger application in your Pabbly Connect workflow. Then, choose the trigger event as ‘New Form Submission’. This captures responses from your Paperform.

After selecting the trigger, Pabbly Connect will generate a unique webhook URL. Copy this URL as it will be used to connect Paperform to Pabbly Connect.

• Open your Paperform account and navigate to the ‘After Submission’ settings.
• Select ‘Integrations’ and then ‘Webhooks’.
• Click on ‘Add Webhook’ and paste the copied URL, setting the trigger to ‘New Submission’.

After saving, your Paperform is now connected to Pabbly Connect, allowing it to capture form submissions automatically.

4. Setting Up the Action in Pabbly Connect

Next, set up the action in your workflow. Choose ‘WhatsApp Cloud API’ as the action application in Pabbly Connect. For the action event, select ‘Send Template Message’ to send a pre-defined message to the user.

You will need to create a connection to your WhatsApp Cloud API account. Click on ‘Add New Connection’ and enter your WhatsApp API token, phone number ID, and WhatsApp Business Account ID. This information can be found in your WhatsApp Cloud API setup.

Select the template you want to use for the message, e.g., ‘Thank You Message’. Map the recipient’s mobile number from the previous step to ensure the message is sent to the correct user. Fill in the required fields, including any dynamic data such as the lead’s name.

Once everything is set up, click on ‘Save and Send Test Request’ to ensure the integration works correctly. You should receive a confirmation response from WhatsApp.

5. Testing the Integration

Now that your workflow is set up, it’s time to test the integration. Submit a test form through Paperform to trigger the automation you created with Pabbly Connect.

After submitting the form, check your WhatsApp to see if you received the template message. If configured correctly, you should see a message thanking you for your inquiry, personalized with the lead’s name.

This test confirms that Pabbly Connect successfully captured the form submission and triggered the WhatsApp message. You can now automate this process for all future submissions, saving time and enhancing communication with your clients.

Conclusion

In this tutorial, you learned how to send WhatsApp messages automatically on Paperform submission using Pabbly Connect. This integration not only saves time but also improves client engagement by providing instant responses.