How to automatically send PDF to WhatsApp on form submission?

  • ewerbastos
    Perguntado em 18 de julho de 2023 às 20:35

    Gostaria de compartilhar o PDF gerado com as respostas e fotos pelo whatsapp para que os clientes recebam as informações via whatsapp no momento em que o formulário é preenchido.

  • Raymond Jotform Support
    Respondido em 19 de julho de 2023 às 03:32

    Hi Ewerton,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Unfortunately, it's not possible to send the PDF report to a WhatsApp recipient automatically. However, it's possible to send the PDF through email.

    Hi ewerbastos,

    Thanks for reaching out to Jotform Support. Attaching your submissions as PDF files to your Notification Emails is easy. Let me walk you through it:

    1. In Form Builder, in the orange navigation bar, click on the Settings tab in the orange navigation bar at the top of the page.
    2. In the menu on the left side of the page, click on Emails.
    3. Hover your mouse over the Autoresponder element and click on the Pencil icon.
    4. Under the Advanced tab, toggle PDF Attachment to the On position, and select the PDF file you created.
    5. Now, scroll down, click on Save, and you're done.

    How to automatically send PDF to WhatsApp on form submission? Image 1 Screenshot 30

    It's also possible to add a download PDF button on the thank you page so your customers can download it at the time of submission. Let me show you how:

    1. Open your form in Form Builder and click on Settings in the orange navigation bar at the top of the screen.
    2. On the left side of the screen, click on Thank You Page.
    3. Click on the green Action Buttons button, and then select Download PDF.
    4. Select PDF Document, and then click on Create. That's it.

    How to automatically send PDF to WhatsApp on form submission? Image 2 Screenshot 41

    Give it a try and let us know if you need any other help.