How to Send WhatsApp Messages on AITable.ai Form Submission Using Pabbly Connect

Learn how to send WhatsApp messages automatically on AITable.ai form submission using Pabbly Connect. Step-by-step guide with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Access Pabbly Connect to Set Up Automation

To start sending WhatsApp messages on AITable.ai form submission, you need to access Pabbly Connect. This platform is essential for automating the integration between AITable.ai and WhatsApp.

First, visit the Pabbly Connect landing page by searching for ‘Pabbly Connect’ in your browser. You will see options to sign up for free or sign in. If you are a new user, select the ‘Sign Up for Free’ option for 100 free tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow and select a folder to save it in.

For this tutorial, name your workflow ‘Send WhatsApp Messages on AITable.ai Form Submission’ and assign it to the ‘Automations’ folder. After naming, click on ‘Create’ to proceed to the workflow window where you will configure the trigger and action.

Set Up Trigger for AITable.ai

In the workflow window, select AITable.ai as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Form’ to initiate the workflow whenever a form is submitted.

Click on ‘Connect’. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’. You will need to enter the API token from your AITable.ai account. Follow these steps:

• Log into your AITable.ai account.
• Click on your profile in the lower left corner.
• Go to ‘My Settings’ and then to the ‘Developer’ section.
• Generate the API token and copy it.

Paste the token into the Pabbly Connect workflow and click on ‘Save’. Now, select the space, data sheet, and form for the trigger setup.

Configure Action to Send WhatsApp Messages

After setting up the trigger, it’s time to configure the action. Select WhatsApp Cloud API as the action application in Pabbly Connect. For the action event, choose ‘Send Template Message’.

Click on ‘Connect’. If you have a previous connection, select it; otherwise, create a new one. You will need to enter the temporary access token, phone number ID, and WhatsApp business account ID. You can find these in your WhatsApp developer account.

• Copy the temporary access token.
• Copy the phone number ID.
• Copy the WhatsApp business account ID.

Paste these details into the corresponding fields in Pabbly Connect and click on ‘Save’. Now, select the message template you created earlier for WhatsApp messages.

Testing the Automation Workflow

Now that you have configured both the trigger and action, it’s time to test your automation. Submit a dummy response through your AITable.ai form to see if the WhatsApp message is sent correctly. using Pabbly Connect

After submitting the form, return to your Pabbly Connect workflow and check if the response has been captured. If successful, you will see the dummy details populated in the workflow. Next, verify that the WhatsApp message has been sent to the mobile number you specified.

To confirm, open your WhatsApp and check for the message. You should see the message with the name you entered in the form, indicating that the automation is working correctly.

Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages on AITable.ai form submission using Pabbly Connect. By following these steps, you can automate your lead communication effectively.

Utilizing Pabbly Connect allows seamless integration between AITable.ai and WhatsApp, ensuring you never miss a lead. Start automating your workflows today!