How to Create Xero Invoice on Typeform Submission Using Pabbly Connect

Learn how to automate Xero invoices on Typeform submissions with Pabbly Connect. This step-by-step tutorial guides you through the integration process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start automating your invoicing process, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect landing page by searching for it in your browser.

On the landing page, you will find options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to get started with 100 free tasks every month. Existing users can simply click on ‘Sign In’ to access their accounts.

Creating a Workflow in Pabbly Connect

Upon logging into Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for it.

For this integration, name your workflow ‘How to Create Xero Invoice on Typeform Submission’ and select the folder named ‘Automations’. After that, click on the ‘Create’ button to proceed to the workflow setup window.

• Select Typeform as your trigger application.
• Choose the trigger event as ‘New Entry’.
• Connect your Typeform account to Pabbly Connect.

After completing these steps, you will have successfully set up the trigger for your workflow.

Setting Up Typeform Trigger in Pabbly Connect

Now that you have established your workflow in Pabbly Connect, it’s time to set up the Typeform trigger. Select the Typeform application and the ‘New Entry’ trigger event. Click on ‘Connect’ to link your Typeform account.

If you haven’t connected your Typeform account yet, click on ‘Add a New Connection’ and then the ‘Connect with Typeform’ button. Grant the necessary permissions to Pabbly Connect to access your Typeform data.

• Select the specific form you want to use for this automation.
• Fill out the test submission form to capture data.
• Ensure the test submission is successful to proceed.

Once the test submission is complete, Pabbly Connect will capture the response, allowing you to use this data in the next steps.

Creating Xero Invoice Using Pabbly Connect

With the Typeform trigger set up, the next step is to create an invoice in Xero. In your Pabbly Connect workflow, search for and select Xero as the action application. Choose the action event ‘Create Invoice’ and click on ‘Connect’. using Pabbly Connect

Similar to the Typeform connection, if you haven’t connected your Xero account, click on ‘Add a New Connection’ and then the ‘Connect with Xero’ button. Authorize Pabbly Connect to access your Xero account by granting the required permissions.

Select the organization for which you want to create the invoice. Map the fields such as contact name, email, and due date from the Typeform submission. Fill in the invoice details like line items and amounts.

Once all fields are mapped correctly, click on the ‘Send Test Request’ button to create the invoice in Xero. Verify the invoice in your Xero account to ensure that the integration works as intended.

Conclusion

In this tutorial, we explored how to automate the creation of Xero invoices on Typeform submissions using Pabbly Connect. This integration streamlines the invoicing process and eliminates manual data entry, enhancing efficiency in your business operations.

By following these steps, you can ensure that every inquiry from your Typeform automatically generates an invoice in Xero, saving you time and effort. Start using Pabbly Connect today to simplify your workflow!