How to Take Online Orders Using Jotform and Send Confirmation Messages on WhatsApp with Pabbly Connect

Learn how to seamlessly integrate Jotform with WhatsApp using Pabbly Connect to automate order confirmations. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect to Integrate Jotform and WhatsApp

To take online orders using Jotform and send confirmation messages on WhatsApp, you first need to set up Pabbly Connect. Begin by visiting the Pabbly website and signing up for an account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a descriptive name like ‘Jotform to WhatsApp Messages’. This will help you easily identify your workflow later. The next step involves selecting Jotform as the trigger application, which will initiate the process whenever a new order is placed.

2. Connecting Jotform to Pabbly Connect Using Webhooks

In this section, you will connect Jotform to Pabbly Connect using a webhook URL. After selecting Jotform as your trigger app, choose the event as ‘New Response’. Pabbly Connect will generate a webhook URL for you to copy. This URL will be used in your Jotform settings to send data to Pabbly Connect.

Next, go to your Jotform account, open the form settings of your order form, and navigate to the Integrations tab. Here, select the Webhooks option and paste the copied webhook URL. After completing this integration, Jotform will send new order data directly to Pabbly Connect whenever an order is placed.

3. Fetching Order Data from Jotform in Pabbly Connect

Once the webhook is set up, Pabbly Connect will be ready to receive data. To test this, fill out the Jotform order form as a customer would. After submitting the order, return to Pabbly Connect, where it will show that it is waiting for a response. When the order is submitted, Pabbly Connect will capture the order details such as product name, quantity, and customer information.

Ensure that you toggle the option for simple responses off to capture the data in a more detailed format. This will allow you to retrieve all necessary information for sending a confirmation message. Pabbly Connect will then display the captured data, which can be used in subsequent steps to send a WhatsApp message.

4. Sending Confirmation Messages via WhatsApp Using Pabbly Connect

To send confirmation messages via WhatsApp, you will need to integrate a third-party API like Wati with Pabbly Connect. Click on the plus button in your workflow to add another action step, and select Wati as the application. Choose the action event as ‘Send Template Message’. You will need to connect your Wati account by providing the API endpoint and access token, which you can find in your Wati dashboard.

Once connected, map the WhatsApp number from the Jotform response to ensure the confirmation message is sent to the correct customer. Next, select the message template you created in Wati for order confirmations. This template should include dynamic fields to personalize the message with the customer’s name, order details, and estimated delivery time.

5. Testing the Integration and Finalizing the Setup

After setting up the message template in Wati, it’s crucial to test the entire integration process to ensure it works smoothly. Submit another order through your Jotform to trigger the webhook again. Return to Pabbly Connect and check if the confirmation message is sent to the customer’s WhatsApp. You should see a message confirming the order with all the relevant details.

If everything is functioning correctly, your integration is complete! Now, every time an order is placed through Jotform, a confirmation message will automatically be sent to the customer’s WhatsApp, streamlining your order management process significantly.

Conclusion

Using Pabbly Connect to integrate Jotform with WhatsApp allows businesses to automate their order confirmation process efficiently. This setup not only saves time but also enhances customer satisfaction by providing instant order confirmations. Follow the steps outlined above to implement this integration and improve your online order management.