Learn how to automate sending customized invitation cards to customers on WhatsApp using Pabbly Connect with Google, Facebook, and more. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Invitation Cards

To start the process of creating and sending customized invitation cards to customers on WhatsApp, you first need to set up Pabbly Connect. This platform allows you to automate the entire workflow seamlessly. Begin by signing up for a free account on the Pabbly Connect website.

Once you’ve created your account, log in and navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate a new automation. Name your workflow something like ‘Automated Invitations’ and click ‘Create’. This sets the stage for integrating various applications.

2. Integrating JotForm with Pabbly Connect

The first integration involves connecting JotForm to Pabbly Connect. JotForm will serve as the trigger application where customers fill out their details for the invitation cards. In your JotForm dashboard, create a new order form that includes fields for customer names, email addresses, WhatsApp numbers, and invitation card designs.

  • Open the settings of your JotForm and select the Integrations option.
  • Search for the Webhooks option and paste the webhook URL provided by Pabbly Connect.
  • Complete the integration and test it by submitting a dummy entry.

After completing these steps, your JotForm will send data to Pabbly Connect whenever a customer fills out the form. This integration is crucial for automating the invitation card creation process.

Next, you will integrate Razorpay with Pabbly Connect to generate payment links for the invitation cards. After receiving a form submission from JotForm, the next action in your workflow should be to create a payment link.

In Pabbly Connect, choose Razorpay as the action application and select the ‘Create Payment Link’ action event. You will need to connect your Razorpay account by entering your key ID and secret from the Razorpay dashboard.

  • Map the amount from the JotForm submission, ensuring it’s in the smallest currency unit.
  • Set the payment link description and customer details based on the form data.
  • Save and test the connection to ensure the payment link is generated successfully.

This step allows you to seamlessly collect payments from customers for their customized invitation cards.

4. Designing Invitation Cards with Switchboard Canvas

After generating the payment link, the next step is to create the invitation card design using Switchboard Canvas integrated through Pabbly Connect. This allows you to generate a customized card based on the customer’s selected template.

In your Pabbly Connect workflow, add Switchboard Canvas as an action application. Select the ‘Create Image’ action event and connect your Switchboard Canvas account using the API key found in the application settings.

Map the selected template name from the JotForm submission to choose the appropriate design. Fill in the necessary variables such as the birthday person’s image, event date, and venue. Click ‘Save and send test request’ to generate a test invitation card.

This step lets you create visually appealing invitation cards that can be sent directly to customers.

5. Sending Invitation Cards via WhatsApp

The final step involves sending the generated invitation card and payment link to the customer via WhatsApp using Pabbly Connect. Integrate the WhatsApp Cloud API into your workflow for this purpose.

In the Pabbly Connect workflow, choose WhatsApp as the action application and select the ‘Send Template Message’ action event. Connect your WhatsApp Cloud API account by entering the required details such as the token key and business account ID.

Map the WhatsApp number from the JotForm submission to send the message directly to the customer. Insert the generated payment link and invitation card URL into the message body. Test the connection to ensure that the message is sent successfully.

This integration allows you to automate the entire process of sending customized invitation cards to your customers via WhatsApp, enhancing your service efficiency.

Conclusion

Using Pabbly Connect, you can automate the entire process of creating and sending customized invitation cards to customers on WhatsApp. This integration not only saves time but also enhances customer satisfaction by providing a seamless experience. Start using Pabbly Connect today to streamline your invitation card services.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.