Integrate Pabbly with WhatsApp via AiSensy

Campaign

Pabbly is one of the best automation & integration tools that allows you to automate manual & routine tasks in real-time. 

Here, we'll tell you how you can integrate Pabbly with WhatsApp via AiSensy to automate API-based campaigns on WhatsAppπŸ‘‡ 

How Pabbly Works!

Pabbly acts as an intermediate between two applications, transferring data from one app into another. Basically, it works on triggers & actions. A trigger on one app will lead to an action on the other app.

Here are some trigger examples for better understanding-

1. A customer purchases something from your store. 

2. A person books an appointment.

3. A person makes a payment

Here are the actions that you might want to follow:

1. Deliver notification on WhatsApp for the same event

2. Add the person to your AiSensy contacts

3. Add the person to your CRM.

and much more...

Let's understand this with an example of how you can connect an App like Hubspot to send WhatsApp API Campaigns via AiSensy with Pabbly. 

Steps to connect Pabbly with AiSensy

  • 1

    Go to Pabbly Connect & create a "Workflow"

    The first step is creating a Workflow. Here, you'll connect your CRM or other software with AiSensy's WhatsApp Campaigns and create sequences to automate API campaigns. 

    Create a workflow
  • 2

    Choose Appname

    Next, choose the application you want to connect & select a trigger event. 

    Triggers are basically events based on which a user will be sent an API Campaign. For Example, if the user signs up on your platform, a welcome message will be sent. 

    Press 'Connect' to add your Airmeet API Key to link your Airmeet with Pabbly. 

    Choose appname
  • 3

    Open WhatsApp API Campaign in AiSensy App

    Go to the Campaigns section & create an API Campaign. The image on the left shows a sample Campaign created. You need to pick a pre-approved WhatsApp template Message & create a Campaign Name. 

    Don't forget to "Set Live" the Campaign before adding it to the JSON Body. 

    Go to whatsapp api campaign in aisensy'
  • 4

    Setting up Actions

    In this step, you'll be setting actions for the Trigger. 

    • Find & select "AiSensy" in 'Choose App' 
    • Set 'Send Template Message' as Action Event.

    After this, click 'connect' & Copy paste the API Key from AiSensy App to here.  

    Set actions in pabbly
  • 5

    Copy Paste API Key

    After choosing the Action, click 'Connect' & copy-paste the API key from the manage section in AiSensy App. 

    Copy paste api key
  • 6

    Add Campaign Information

    Here, add your Campaign name exactly as it shows on AiSensy Campaign Page. 

    Add the name & Mobile Number of the user along with their country code. 

    Add campaign information
  • 7

    Add Source & Tags

    In the source, add the name of the app you're connecting with AiSensy, which in this case is Airtable!

    Next, map the tags as shown in the image to the right. Separate each tag with a ',' (comma).

    Add source & tags
  • 8

    Add Parameters & Attributes

    Here, map the template parameters. Make sure to separate each parameter with a ',' (comma).

    Note- You only need to map parameter values only if your message contains variable parameters. E.g. name, number. 

    Next, map the attributes between '{}' (curved brackets) and separate each attribute with a comma ','

    Note here that mapping Tags & Attributes is purely optional. 

    Add parameters & attributes
  • 9

    Save & send test Request

    Last, save and send a test request to check whether the Campaign is all set or not. 

    If all goes well, you'll get a success message. If there are errors, you'll receive an 'error message' mentioning the reason for failure. 

    Revise the campaign & check for underlying errors. 

    If the error still persists, you can connect with our customer support team for further help. 

    Save & send test request

Things to remember!

  • Optional fields like Tags, Attributes are not necessary for the request payload.

  • The medial URL provided should be publically accessible, otherwise, the request will be rejected.

  • The length of the template params array should be equal to the number of params required in the campaign whose name is provided in the campaign name field. Otherwise, the request will be rejected.

  • Tags should be created in your project before using them. It can be done by anyone with manager level access.

  • If a tag doesn't exist in your project, the campaign WILL fail. The same goes for Attribute.

  • Only add media if your message contains a media file. Otherwise, ignore it!

  • Attributes should be added to the project before using them. It can be done by anyone with manager level access.

  • If an attribute doesn't exist in your project, it will be ignored. 
English πŸ‡ΊπŸ‡ΈπŸ‡¬πŸ‡§