Actions

Send WhatsApp notification

1.After creating your workflow, drag the “Form Submit” button from the Triggers section onto the canvas. Click on the “Form Submit” button you just added to the canvas to configure the form submission settings.

2.Select the worksheet and form that you want to trigger the action for. The form you select will be used for the trigger event.

3.Now, drag the “WhatsApp Notification” button from the Actions section onto the canvas. The "WhatsApp Notification" action is used to send a WhatsApp message when the form is submitted.

4.Click on the WhatsApp button to open the configuration settings. Set the message template or custom message to send. You can create a personalized message based on the form data.

5.Choose the phone number field from the form where the WhatsApp notification should be sent. Click on save button. For example, if you’re sending the message to the customer who submitted the form, use the "Customer Phone Number" field.

Send Email notification

1.After creating your workflow, drag the “Form Submit” trigger from the Triggers section onto the canvas. Click on the "Form Submit" button to configure the form submission settings.

2.Choose the worksheet and form that will trigger the action. This form will activate the trigger event when submitted.

3.Next, drag the “Email Notification” action from the Actions section onto the canvas. This will enable an email to be sent upon form submission.

4.Click on the Email Notification button to open the email settings. In the "From" field, select the email address you’ve integrated with Tablesprint. In the "To" field, choose the email field from the form where the notification should be sent.

5.Enter the subject and body of the email according to your preferences. If needed, you can also attach a document. Click the Save button to apply the email notification settings.