How to Send SMS Automatically on Form Submission Using Pabbly Connect

Learn how to automate SMS sending on form submission using Pabbly Connect, WSForm, and Twilio. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for SMS Automation

To send SMS automatically upon form submission, you will first need to set up Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by signing up for a free account on the Pabbly Connect website to access automation tasks.

Once you have signed up, log into your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. You can name your workflow, for example, ‘Send SMS on Form Submission’. After naming, click on the ‘Create’ button to proceed to the workflow page.

2. Configuring WSForm as the Trigger

In this step, you’ll configure WSForm to act as the trigger for your automation using Pabbly Connect. In your workflow, you will see two modules: Trigger and Action. Select WSForm from the app options and choose the trigger event as ‘New Form Submission’. This action will capture any submissions made through your form.

• Search for WSForm in the ‘Choose App’ field.
• Select the trigger event ‘New Form Submission’.
• Copy the webhook URL provided for connecting to WSForm.

After copying the webhook URL, navigate to your WSForm settings in WordPress. Edit the form you wish to use and go to the ‘Actions’ tab. Enable the ‘Push to Custom Endpoint’ option and paste the copied webhook URL into the designated field. Save and publish your form to complete the trigger setup.

3. Testing the Form Submission

Now that WSForm is set as the trigger, it’s time to test the integration using Pabbly Connect. Open your form in an incognito window and fill it out with test data. Ensure you include all required fields such as name, email, and phone number.

Once you submit the form, return to your Pabbly Connect workflow to check if the data has been captured successfully. You should see the details like phone number, first name, last name, and email address in the response section. This confirms that the trigger is working correctly.

4. Connecting Twilio to Send SMS

Next, you will set up Twilio in your Pabbly Connect workflow to send SMS messages. Add an action step in your workflow and select Twilio as the application. Choose the action event as ‘Send SMS Message’. Click on ‘Connect’ to establish the connection.

• Choose ‘Add New Connection’ and input your Twilio Account SID, Auth Token, and Sender Number.
• Map the recipient’s phone number from the previous step.
• Compose the SMS body, including a personalized message.

After mapping the necessary fields, save the connection and test the SMS functionality. You should receive a test SMS confirming the successful setup of your automation.

5. Conclusion: Automate Your SMS Notifications

By following these steps, you have successfully set up an automated SMS notification system using Pabbly Connect, WSForm, and Twilio. This integration allows you to send timely SMS messages to users upon form submission, enhancing communication efficiency.

Now, every time a form is submitted, an SMS will be sent automatically without any manual intervention. You can tweak the message and form fields as per your requirements, making this automation highly customizable.

In summary, using Pabbly Connect to automate SMS sending on form submission is a powerful way to improve engagement and response times. Start using this integration today to streamline your processes and enhance user experience.