How to Take Orders & Send Order Details on WhatsApp Using Pabbly Connect

Learn how to automate order taking and send order details via WhatsApp using Pabbly Connect and Jotform in this detailed tutorial. 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

1. Using Pabbly Connect to Automate Order Taking

In this section, we will explore how to use Pabbly Connect to automate the process of taking orders through Jotform and sending confirmation messages via WhatsApp. To start, you need to sign up for an account on Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly.

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow.’ Here, you will name your workflow according to your needs, such as ‘Jotform to WhatsApp.’ This will set the stage for the integration process.

2. Setting Up Jotform for Orders

Next, we will set up Jotform to collect order details. Jotform is an online form builder that allows you to create custom forms for your business. Start by creating a new form for your cookie orders. Ensure to include fields for customer details like name, email, phone number, and the products they wish to order.

• Create a new form in Jotform.
• Add fields for customer information and product selection.
• Publish the form to make it accessible for customers.

Once your form is ready, make sure to integrate it with Pabbly Connect by using the provided webhook URL. This URL will allow Pabbly Connect to capture the data whenever an order is placed.

3. Capturing Data with Pabbly Connect

After setting up Jotform, the next step is to capture the order data using Pabbly Connect. When a customer submits their order through the Jotform, the details will be sent to Pabbly Connect via the webhook URL you configured earlier. This is where the magic of automation happens.

To verify that the data is being captured correctly, you can test the integration by placing a sample order. After submitting the form, check the Pabbly Connect dashboard to see if the data appears correctly in the logs. This ensures that your integration is functioning as expected.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that we have the order details captured in Pabbly Connect, the next step is to send a WhatsApp message to the customer confirming their order. To do this, you will need to integrate a messaging service, such as Wati, with Pabbly Connect.

• Select Wati as the action app in your Pabbly Connect workflow.
• Choose the action event as ‘Send Template Message.’
• Map the customer details and order information to the message template.

Once you have mapped all necessary fields, save your workflow. Now, whenever an order is placed, a WhatsApp message will automatically be sent to the customer with their order details.

5. Testing the Integration

Finally, it’s essential to test your entire setup to ensure everything works seamlessly. Go back to your Jotform and place another test order. After submission, check your WhatsApp to see if the confirmation message has been sent successfully.

If everything is set up correctly, you should receive a WhatsApp message with the order details, confirming the order placement. This confirms that Pabbly Connect has successfully integrated Jotform and WhatsApp, automating your order processing.

Conclusion

In this tutorial, we explored how to automate the process of taking orders and sending WhatsApp messages using Pabbly Connect and Jotform. By following the steps outlined, you can streamline your order management process and enhance customer communication effectively. Utilizing Pabbly Connect not only saves time but also ensures that your customers receive timely updates about their orders.