How to Send an SMS After Registration via JotForm

Learn how to automate SMS notifications after JotForm registrations using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To send an SMS after registration via JotForm, you need to access Pabbly Connect. If you are a new user, simply open a new tab and search for pabbl.com/connect in your browser. This will take you to the Pabbly Connect landing page.

In the top right corner, you will see the option to sign up for free. Click on this option to get 100 tasks free every month. This means you can send up to 100 SMS messages for free using Pabbly Connect. After trying it out, you can decide to upgrade to a paid plan if you find it useful.

2. Setting Up JotForm Integration in Pabbly Connect

Once you are logged into Pabbly Connect, you will enter the workflow builder. This is where you will create your automation. Start by clicking on the ‘Add Trigger’ button. In the trigger application, search for JotForm and select it.

• Select the event as ‘New Response’.
• Click on ‘Connect’ to receive the webhook URL.
• Copy this webhook URL and go to your JotForm settings.

In JotForm, navigate to the settings, then to integrations, and select webhooks. Paste the copied URL into the webhook field and complete the integration. Your connection between JotForm and Pabbly Connect is now established, and it’s ready to capture responses.

3. Testing the JotForm Submission

To test the integration, you need to submit a test response on your JotForm. Click on the publish button and open your form in a new tab. Fill out the form with your details and submit it.

Once you submit the form, return to Pabbly Connect. You will see that it has successfully captured the response from JotForm. This confirms that your integration is working properly, and you can now proceed to send an automated SMS.

4. Sending Automated SMS Using Twilio

After capturing the response, you need to add a new action step in Pabbly Connect. Search for Twilio as the action application and select it. Choose the event as ‘Send SMS Message’ and click on ‘Connect’.

• If you have an existing connection, select it; otherwise, create a new connection.
• Enter your Twilio Account SID and Authorization Token to establish the connection.

Once connected, you will need to enter the SMS body. Use dynamic mapping to include the user’s name in the message. For example, you can write ‘Registration successful. Hi [Name]’. This ensures that the SMS is personalized for each registrant.

5. Finalizing and Testing the SMS Notification

After setting up the SMS body, you need to map the sender’s number from your Twilio account and the recipient’s number from the JotForm submission. Ensure that all details are correctly mapped before proceeding.

Finally, click on ‘Save and Send Test Request’ in Pabbly Connect. You should receive a confirmation that the SMS has been sent successfully. If you are using a Twilio trial account, the message will include a note indicating it is a trial account. However, if you have a paid account, this note will not appear.

Conclusion

In conclusion, using Pabbly Connect to automate SMS notifications after JotForm registrations is a straightforward process. By following the steps outlined, you can ensure that every new registrant receives a timely SMS notification, enhancing user engagement and satisfaction.