Learn how to send WhatsApp messages on Formstack submission using Pabbly Connect. This step-by-step tutorial guides you through the integration process. 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. Accessing Pabbly Connect for Integration

To begin sending WhatsApp messages on Formstack submission, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigate to the Pabbly Connect product page.

Once there, if you are a new user, you can sign up for a free account which allows you to access 100 tasks each month. For existing users, simply click on the sign-in button and enter your credentials to access your dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow for the integration. Click on the plus sign and select ‘Create Workflow’. Name your workflow something like ‘Formstack to WhatsApp Integration’.

  • Click on the trigger window to set up the integration.
  • Choose Formstack as the application and select ‘New Form Submission’ as the trigger event.
  • Connect your Formstack account by authorizing Pabbly Connect.

Once connected, select the specific form you want to use for this integration. After saving this step, you will be prompted to test the connection.

3. Setting Up WhatsApp Integration with Pabbly Connect

With your Formstack form connected, the next step involves setting up WhatsApp messaging. In the action step of Pabbly Connect, choose the 360 Dialogue application and select ‘Send Template Message’ as the action event.

To connect your WhatsApp account, you will need to enter the API key and domain from your 360 Dialogue account. Generate an API key in your 360 Dialogue account under the WhatsApp account page, and paste it into Pabbly Connect.

  • Copy the API key from your 360 Dialogue account.
  • Paste the API key and enter the domain provided during the API key generation.
  • Select the template you have created for sending messages.

Ensure that you map the recipient’s mobile number correctly, including the country code, to send the WhatsApp message effectively.

4. Testing the Integration

After configuring the WhatsApp action, it’s time to test the integration. Fill out the Formstack form to simulate a submission. After submission, return to Pabbly Connect to check if the response has been captured successfully.

Upon successful capture, you will see the details of the form submission. The next step is to send a test message through WhatsApp. Click on ‘Save and Send Test Request’ to initiate the message sending process.

Check your WhatsApp for the message sent to the customer. Ensure the message contains the correct details as per the template. Confirm that the integration is functioning as expected.

Once verified, save the workflow in Pabbly Connect to finalize the integration.

5. Real-Time Testing of the Integration

The final step is to conduct real-time testing to ensure everything works seamlessly. Open the Formstack form again and submit it using different customer details to test the integration.

After each submission, check WhatsApp to confirm that the message is sent correctly. This ensures that your integration between Formstack and WhatsApp using Pabbly Connect is functioning optimally.

In addition to sending messages on form submission, you can explore other integrations available in Pabbly Connect to automate various business processes.

Conclusion

In this tutorial, we explored how to send WhatsApp messages on Formstack submission using Pabbly Connect. By following the steps outlined, you can automate customer notifications efficiently, enhancing your business communication.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.