Automate WhatsApp Order Confirmation with Pabbly Connect

Learn how to automate WhatsApp order confirmations using Pabbly Connect with Jotform and WhatsApp Cloud API in this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate WhatsApp order confirmations, start by accessing Pabbly Connect. Create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Jotform to WhatsApp Confirmation’. This workflow will connect Jotform and WhatsApp Cloud API to send automated messages.

Once the workflow is created, you will see two sections: Trigger and Action. In the Trigger section, select Jotform as the application and choose ‘New Response’ as the trigger event. This setup allows Pabbly Connect to capture new order details whenever a form is submitted.

2. Configuring Jotform to Work with Pabbly Connect

Now, you need to integrate Jotform with Pabbly Connect. Copy the webhook URL generated in the trigger setup and go to your Jotform account. In the settings of your order form, find the ‘Integrations’ section, and add a new webhook.

• Select ‘Webhook’ from the integrations list.
• Paste the copied webhook URL in the designated field.
• Save the integration settings.

This step ensures that every time a new order is placed through Jotform, the details will be sent to Pabbly Connect.

3. Integrating WhatsApp Cloud API with Pabbly Connect

Next, you will set up the action step to send a WhatsApp message. In the Action section of Pabbly Connect, select WhatsApp Cloud API and choose ‘Send Template Message’ as the action event. You will need to connect your WhatsApp account by entering the access token, phone number ID, and WhatsApp business account ID.

To find these details, log into your WhatsApp Cloud API account on the Meta developer portal. Ensure you have created a message template approved by Meta to use for sending messages. Select this template in Pabbly Connect and map the necessary fields such as recipient mobile number and body fields for dynamic content like customer name and order details.

4. Testing the Automation Workflow

After setting up the integration, it’s crucial to test the workflow. Submit a test order through your Jotform to generate a lead. Check Pabbly Connect to confirm that the new lead’s details have been captured correctly. You should see the order details including customer name, product, and contact information.

Next, trigger the WhatsApp message by clicking ‘Save and Send Test Request’. Verify that the message has been sent to the customer’s WhatsApp. The message should include the order confirmation and any other relevant details as per your template.

5. Conclusion

In this tutorial, we demonstrated how to automate WhatsApp order confirmations using Pabbly Connect with Jotform and WhatsApp Cloud API. This integration streamlines the order confirmation process, ensuring timely and personalized communication with customers. By setting up this automation, businesses can enhance customer engagement and improve operational efficiency.