How to Send SMS Notifications from Jotform with Twilio

Learn how to send SMS notifications from Jotform using Pabbly Connect in this detailed tutorial. Step-by-step guide to automate SMS alerts effortlessly! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Notifications

To send SMS notifications from Jotform, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website at Pabbly.com/connect. Once there, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month.

Once logged in, you will be taken to the Pabbly apps window. Here, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. This is where you will create your workflow to automate SMS notifications whenever a feedback form is submitted.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder. Choose the beta version for a more modern experience. Then, a dialog box will appear asking you to name your workflow. You can name it something like ‘Send SMS Notification from Jotform’ and select a folder for organization.

• Select the beta version of the workflow builder.
• Name your workflow appropriately.
• Choose a folder to save your workflow.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will set up your workflow, where you will define the trigger and action steps for sending SMS notifications.

3. Setting Up the Trigger with Jotform

In this step, you will set up the trigger for your workflow in Pabbly Connect. Since you want to trigger the SMS notification when a customer submits their feedback form, select ‘Jotform’ as your trigger app and choose ‘New Response’ as the event. Click on ‘Connect’ to proceed.

You will receive a webhook URL that you will use to connect Jotform with Pabbly Connect. Copy this URL and head over to your Jotform account. In your Jotform dashboard, edit the feedback form you created and navigate to the settings. Under ‘Integrations’, select ‘Webhooks’ and add the copied URL. This will allow Jotform to send data to Pabbly Connect upon submission.

4. Adding Action Step for Twilio SMS

After setting up the trigger, it is time to add the action step for sending SMS via Twilio. In Pabbly Connect, select ‘Twilio’ as your action app and choose the event ‘Send SMS Message’. Click on ‘Connect’ to create a new connection. You will need to enter your Twilio account SID and authorization token, which you can find in your Twilio console.

Once connected, you will need to set up the SMS body. Here, you can customize the message you want to send to your customers. For instance, you can write: ‘Hi {{first_name}}, thank you for sharing your feedback. We appreciate your time and will use your input to improve our services.’ Replace {{first_name}} with the mapped first name from the Jotform response.

5. Testing the Automation

To ensure everything is functioning correctly, perform a test submission on your Jotform feedback form. After submitting, check Pabbly Connect for the webhook response. If everything is set up correctly, you will see the response containing the submitted data.

Finally, check your phone for the SMS notification. If you have followed all the steps accurately, you should receive a personalized SMS thanking you for your feedback. This confirms that your automation is successfully sending SMS notifications via Twilio whenever a new response is received in Jotform.

Conclusion

In this tutorial, we explored how to send SMS notifications from Jotform using Pabbly Connect. By following the steps outlined, you can automate SMS alerts for feedback submissions seamlessly. This integration enhances communication with your customers and ensures they feel appreciated.