Automate WhatsApp Messages on Ninja Forms Submission with Pabbly Connect

Learn how to automate WhatsApp messages on Ninja Forms submission using Pabbly Connect. Step-by-step tutorial with detailed integration instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating WhatsApp Messages with Pabbly Connect

In this tutorial, we will learn how to automate WhatsApp messages on Ninja Forms submission using Pabbly Connect. This integration is perfect for event management companies that need to send confirmations to registrants automatically.

By utilizing Pabbly Connect, you can streamline your communication process without any coding skills. This integration will help you send WhatsApp messages to both the registrants and yourself upon form submission.

2. Setting Up Pabbly Connect

To start, navigate to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get started with 100 free tasks each month.

Once logged in, click on the Pabbly Connect option to access the dashboard. From here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Automate WhatsApp Messages on Ninja Forms Submission.’ This will help you identify the workflow later.

3. Connecting Ninja Forms to Pabbly Connect

In this step, we will set up the trigger for our workflow. Select ‘Ninja Forms’ as the trigger application and choose the trigger event as ‘New Form Submission.’ This tells Pabbly Connect to listen for new submissions on your Ninja Forms.

Next, you will be provided with a unique webhook URL from Pabbly Connect. Copy this URL and go to your Ninja Forms dashboard. Open the form you created for event registration, navigate to the ‘Emails & Actions’ section, and add a new action by selecting ‘Webhooks.’ Paste the webhook URL into the designated field and configure the method as POST.

• Add fields for first name, last name, email, phone number, company name, and number of attendees.
• Save the changes to your form.

Once saved, go back to Pabbly Connect and test the form submission to ensure the connection is successful. You should see the captured response in the workflow.

4. Sending WhatsApp Messages through Pabbly Connect

Now that we have set up the trigger, we can configure the action to send WhatsApp messages. Select ‘WhatsApp Cloud API’ as your action application and choose the action event as ‘Send Template Message.’ This allows you to send personalized messages to your registrants. using Pabbly Connect

To set up the connection, you will need to provide your WhatsApp API credentials, including the token, phone number ID, and WhatsApp business account ID. These details can be obtained by creating your WhatsApp Cloud API setup. Once connected, map the phone number from the previous step to send the message.

• Select the template you created for sending messages.
• Set the language code as ‘en’ for English.
• Map the variables in your message template.

After configuring your message, click on the ‘Save and Send Test Request’ button to test the setup. You should receive a WhatsApp message confirming the registration.

5. Receiving Notifications on WhatsApp

In addition to sending messages to registrants, you can also set up notifications for yourself. Repeat the previous steps by adding another action step to send a WhatsApp message to your own number. using Pabbly Connect

Use the existing connection and select the appropriate template for receiving notifications. Ensure that you map all relevant fields, including name, email, phone number, and company name.

After mapping the data, click on ‘Save and Send Test Request’ again. If everything is configured correctly, you will receive a notification on your WhatsApp with all the registration details.

Conclusion

By following this tutorial, you have successfully automated WhatsApp messages on Ninja Forms submission using Pabbly Connect. This integration not only saves time but also enhances communication with your registrants, ensuring they receive timely confirmations and notifications.