How to Send a Reminder SMS to Clients After Booking via JotForm Using Pabbly Connect

Learn how to send reminder SMS to clients after booking using JotForm and Pabbly Connect, with a step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Reminders

To send a reminder SMS to clients after booking via JotForm, you need to start by accessing Pabbly Connect. This platform enables seamless integration between various applications, allowing you to automate the reminder process efficiently.

Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account, which provides 100 free tasks every month. Existing users can simply log in to their accounts to access the dashboard and start creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button to initiate the setup process. You will be prompted to choose between the new method or the classic method; select the new beta method for a streamlined experience.

• Name your workflow: ‘Send a Reminder SMS to Clients After Booking via JotForm’.
• Select the appropriate folder for your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, the next step is to set up the trigger. In Pabbly Connect, triggers are the events that initiate the automation process. For this integration, you will select JotForm as the trigger application.

3. Configuring the Trigger from JotForm

In the trigger setup, select JotForm and choose the trigger event as ‘New Response’. This means that every time a new booking is made through the JotForm, it will trigger the workflow in Pabbly Connect.

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL and navigate to your JotForm account. Open the form you created for appointment bookings and go to the ‘Settings’ section.

• In the settings, find the ‘Integrations’ tab.
• Search for ‘Webhooks’ and select it.
• Paste the copied webhook URL and click on the ‘Complete Integration’ button.

Once you have done this, return to your workflow in Pabbly Connect. It should now be waiting for a response from JotForm.

4. Testing the Integration with JotForm

To ensure that the integration is working correctly, perform a test submission on your JotForm. Fill in the required fields, such as first name, last name, phone number, and appointment details, then submit the form.

After submitting, check back in Pabbly Connect. If the integration is successful, you should see the captured response from JotForm in your workflow. This indicates that the trigger setup is complete and functioning as intended.

Verify that all fields are correctly captured, including client name and appointment date. Ensure that the response matches the details you submitted.

With the successful capture of the response, you are now ready to set up the action step to send the SMS reminder via Twilio.

5. Sending SMS Reminders Using Twilio

In this step, you will set up the action in Pabbly Connect to send an SMS reminder using Twilio. Select Twilio as the action application and choose the action event ‘Send SMS Message’.

Connect your Twilio account by entering the Account SID and Authorization Token, which you can find in your Twilio dashboard. After connecting, you will configure the SMS body, mapping the client name and appointment details from the previous step.

Craft the SMS body, including placeholders for the client name and appointment details. Map the client name and appointment time from the captured response in Pabbly Connect. Specify the sender’s mobile number and the recipient’s number.

After setting up the SMS details, click on the ‘Send Test Request’ button to verify that the SMS is sent successfully. If you receive the test SMS, your integration is complete, and clients will receive reminders automatically after booking via JotForm.

Conclusion

In this tutorial, we demonstrated how to send a reminder SMS to clients after booking via JotForm using Pabbly Connect. By following the steps outlined, you can automate your client communication efficiently, ensuring they receive timely reminders for their appointments.

Utilizing Pabbly Connect for this integration not only saves time but also enhances client experience by keeping them informed. Start automating your workflows today with Pabbly Connect for seamless integrations!