Integrate Cognito Forms with Twilio Using Pabbly Connect to Send SMS Notifications

Learn how to use Pabbly Connect to automatically send SMS notifications to customers upon Cognito Forms submission. A step-by-step guide. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with Twilio, you need to access Pabbly Connect. First, open your browser and type in the URL for Pabbly. Once there, navigate to the products section and select Pabbly Connect.

If you are a first-time user, click on the ‘Sign Up for Free’ option to create your account in just two minutes. Once you have your account, sign in to access your dashboard. Here, you can create a new workflow to automate your SMS notifications.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Cognito Forms to Twilio Integration.’ This naming helps you easily identify the workflow later.

• Click on the ‘Create Workflow’ button.
• Select Cognito Forms as your trigger application.
• Choose ‘New Entry’ as the trigger event.

Now, you will see a webhook URL generated by Pabbly Connect. This URL will be used to connect Cognito Forms to Pabbly Connect. Copy this URL as you will need it in the next steps.

3. Configuring Cognito Forms to Send Data

Next, log into your Cognito Forms account and open the form that you want to integrate. Navigate to the submission settings and enable the option to post JSON data to a website. Paste the webhook URL you copied from Pabbly Connect into the submit entry endpoint field.

After saving these settings, go back to Pabbly Connect. It will now be waiting for a response from Cognito Forms. To test this, fill out the form as a customer would, providing details like name, email, and phone number. This test submission will allow Pabbly Connect to capture the data.

4. Sending SMS Using Twilio via Pabbly Connect

Once you have captured the form submission details in Pabbly Connect, the next step is to send an SMS using Twilio. In Pabbly Connect, select Twilio as your action application and choose the ‘Send SMS’ action event.

• Connect your Twilio account by entering your Account SID and Authorization Token.
• Map the phone number from Cognito Forms to the recipient number in Twilio.
• Compose the SMS message using dynamic fields from the form submission.

After entering all necessary details, click on ‘Save and Send Test Request.’ This sends a test SMS to the customer, confirming that your integration is working correctly.

5. Finalizing Your Integration and Testing

After confirming that the SMS has been sent successfully, you can finalize your workflow in Pabbly Connect. Save the workflow to ensure it runs automatically for future form submissions. This means every time a customer submits the Cognito form, they will receive an SMS notification without any additional setup.

To verify the integration, fill out the form with different customer details and ensure that the SMS notifications are sent as expected. This automation enhances customer communication and ensures they are promptly informed about their requests.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Cognito Forms with Twilio for sending SMS notifications automatically. This process streamlines communication with customers and can be set up without any coding skills. By following these steps, you can efficiently manage customer requests and notifications.