How to Send WhatsApp Messages on Jotform Submission Using Pabbly Connect

Learn how to send WhatsApp messages automatically on Jotform submission using Pabbly Connect and Pabbly Connect with this detailed step-by-step guide. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages on Jotform submission, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free trial, which gives you access to 100 tasks per month.

After signing in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration to send WhatsApp messages automatically upon receiving a Jotform submission.

2. Creating a Workflow in Pabbly Connect

Once you are in the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Send WhatsApp on Jotform Submission.’ Select the folder in which you want to save this workflow.

• Name your workflow clearly to identify its purpose.
• Choose the appropriate folder for better organization.

After naming your workflow, click on the ‘Create’ button. You will see two boxes appear: one for the trigger and one for the action. The trigger will be set to Jotform, and the action will be to send a WhatsApp message through Pabbly Chatflow.

3. Setting Jotform as a Trigger in Pabbly Connect

In the trigger box, select Jotform as the application. You will then choose the event type, which in this case will be ‘New Submission.’ This means that every time there is a submission on your Jotform, it will trigger the workflow in Pabbly Connect.

Next, you will need to connect your Jotform account by providing the necessary API key. This API key acts as a bridge between Jotform and Pabbly Connect, allowing the integration to function smoothly. Once connected, test the trigger to ensure that it is receiving data correctly from Jotform.

4. Configuring WhatsApp Action with Pabbly Chatflow

After successfully setting up the Jotform trigger, move to the action box and select Pabbly Chatflow as the action application. Choose the action event as ‘Send WhatsApp Message.’ This step is crucial as it defines what action will be taken when the trigger occurs. using Pabbly Connect

• Select the WhatsApp message template you want to use.
• Map the fields from the Jotform submission to the WhatsApp message parameters.

For instance, you can include variables such as the user’s name in the message to personalize it. Once you have mapped all necessary fields, save the settings to ensure everything is configured correctly.

5. Testing the Integration and Finalizing

With your workflow set up, it’s time to test the integration. Submit a test entry on your Jotform and check if a WhatsApp message is sent as expected. This step is essential to confirm that the Pabbly Connect workflow is functioning correctly and that the messages are being sent without issues.

If the test is successful, you will see the message received on WhatsApp, confirming that the integration works as intended. Once confirmed, you can publish your workflow and start using it for real submissions.

Conclusion

In this tutorial, you learned how to send WhatsApp messages automatically on Jotform submission using Pabbly Connect and Pabbly Chatflow. By setting up this integration, you can streamline your communication process and ensure timely responses to your customers.