Are you looking for some way to send a Twilio SMS alert on new form submissions on JotForm?
In this article, I’m going to tell you, how to integrate JotForm with Twilio and automate the tasks within a few minutes. As there is no native integration between these services. So, we’ll be using a third software to establish a connection in between i.e. Pabbly Connect to perform this automation.
Basically, Pabbly Connect is an integration tool that allows integrating two or more applications to automate manual & repetitive tasks in real-time.
Moreover, this workflow setting is a one-time process & after that, the created workflow will take care of the rest. Also, you don’t have to learn any coding skill to use this tool, even a non-technical person can use Pabbly Connect efficiently.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
But, before jumping right onto the procedure first, let’s get to know a little bit about the services involved. JotForm is a form builder software for creating online forms for generating leads, surveys, collecting payments and much more. Whereas, Twilio is a messaging API to send as well as receive SMS, MMS, OTT messages globally.
Consequently, once you’re done setting up this workflow an SMS alert is sent on your communication platform automatically i.e, Twilio whenever there is a new form submission on JotForm.
Additionally, shown below is a video tutorial for this particular integration. So, check it out –
Besides, we have also added the template for this integration to help you get started immediately. You can click on the image given below to get started. Also, you can always visit Marketplace to look for more integrations & apps.
So, buckle up as we’re going to discover the JotForm and Twilio integration.
Step 1: Sign up to Pabbly Connect
Begin the procedure of connecting JotForm with Twilio by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. You can enter your existing Google credentials or simply fill in the registration form to signup.
Step 2: Access Pabbly Connect
After that, click on the ‘Access Now’ button of the software ‘Connect’ (as shown in the image) amongst the Pabbly applications.
Step 3: Workflow for JotForm and Twilio Integration
(a) Start with a New Workflow
Further, start with creating a workflow to send SMS alert for every new JotForm submission & to do this push the ‘Create Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per the integration or use-case (for instance: JotForm to Twilio etc). Finally, click on the ‘Create’ button available.
Step 4: Setting Trigger for JotForm to Twilio Integration
To automatically send an SMS alert for the newly added form submissions, you’ll need to set-up a trigger on the new JotForm form submissions and its respective action to send an SMS alert on Twilio using Pabbly Connect.
(a) Select Application you want to integrate
When you click on the create, a page will open up carrying the trigger window.
Pick the ‘JotForm’ app from the ‘Choose App’ drop-down choices.
(b) Select Event & Copy the Webhook URL
Select the event as ‘New Response’ & then copy the given webhook URL.
Step 5: Connecting JotForm to Pabbly Connect
To connect JotForm with Pabbly connect, you’ll need to login into your JotForm account & paste the copied webhook URL after creating a webhook.
(a) Edit a Form
After successfully signing in to your JotForm account, access the form that you want to connect with and click on the ‘Edit Form’ button.
(b) Go to Your JotForm Settings
On the next page, click on the ‘Settings’ option available in the horizontal menu.
(c) Click on Integrations then on Webhooks
On the next page, click on the ‘Integrations’ option from the menu available on your left and then click on the
(d) Paste the Webhook URL
A window asking for webhook details will pop-open.
Firstly, select the event field value as ‘Customer creation’. Secondly, make sure the format here is ‘JSON’. After that, paste the copied trigger URL in the URL field.
Finally, push the ‘Save webhook’ button available at the bottom right corner of the pop-up window.
Step 6: Test the Response in Pabbly Connect Dashboard
As we can see, we are done setting up the trigger for JotForm and Twilio integration. So, let’s test the JotForm trigger by signing up for a test customer.
(a) Capture Webhook Response
To test the set trigger first, remember to hit the ‘Capture Webhook Response’ button on your Pabbly Connect JotForm trigger window.
(b) Copy Form Link from JotForm Dashboard
Now, go back to your JotForm dashboard & click on the ‘Publish’ option from the top horizontal menu. Then click on the ‘Copy Link’ button here.
(c) Fill a Test Form
Paste the copied form link on your browser and fill in the required form details. Lastly, click ‘Submit’ to make a test form submission.
(d) Check & Save Trigger Response
After the JotForm test form is submitted successfully, the Pabbly Connect trigger response will start displaying the test data for the current form submitted.
Remember to save the trigger response as it will be used further.
Step 7: Setting Action for JotForm to Twilio Integration
Now, as we have gathered all the necessary information to send an SMS alert on Twilio from JotForm response. We can now proceed to feed this data to perform the Twilio action. After that, a Twilio SMS alert will be sent automatically for every new JotForm customer.
(a) Select Application you want to Integrate
Hit the plus button next to your JotForm trigger.
Select the app to integrate here as ‘Twilio’.
(b) Select Event & Connect with Twilio
Next, select the method as ‘Create Subscriber’.
Lastly, push the ‘Connect with Twilio’ button.
Step 8: Connecting Twilio to Pabbly Connect
Ou next step is to connect Twilio with Pabbly Connect. For this, you need to paste the API Key and API Hash Key from your Twilio account. So, log in to your Twilio account.
(a) Go to Twilio Settings
After logging into your Twilio account, click on the gear icon i.e. settings. Then, click on the API option from the menu that opens-up next.
(b) Authenticate Twilio Settings
Next, the Twilio system will ask you to authenticate your account for settings. So, enter your account password and click on ‘Verify’.
(c) Copy the Account SID & Token
Now, copy the Account SID as well as the API Token from your Twilio account.
(c) Paste the API Keys
In the window that slides-in from the right side of the Pabbly Connect window, paste the copied Client SID and Token. Then, click on the ‘Save’ button.
Lastly, authorize your Twilio account to connect with Pabbly Connect by allowing the system requirements.
(d) Map Fields
Further, map the response values to generate an SMS.
To map a value, click on the menu button (three horizontal lines) next to a particular field.
After that, select the value from the response that you want to map with that respective field.
Similarly, map all the required fields.
(e) Send Test Request
Further, click on the ‘Save & Send Test Request’ button to send a request for creating a subscriber on Twilio.
(f) Check & Save Response
Certainly, you can check the APIs response in the action window. And, if there has been some error while sending the data then the window will start showing you the error.
Finally, hit ‘Save’ to save the action API’s response.
Step 9: Check Response in Twilio Dashboard
Also, you can check an SMS alert from your connected Twilio account.
To sum up, this was all about ‘How to send SMS alert on new form submissions’. Consequently, after completing the step by step procedure, you will end up sending a Twilio SMS alert on every new JotForm submission automatically.
Meanwhile, you can opt Pabbly Connect for FREE with all its premium features.
Also, comment below your queries and suggestions.
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