How to Create Wave Invoice on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate Wave invoice creation on Contact Form 7 submission using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Wave invoice on Contact Form 7 submission, the first step is accessing Pabbly Connect. This powerful integration platform allows you to automate tasks without any coding skills. Start by visiting the Pabbly Connect homepage and either sign in or create a new account.

Once logged in, you can explore the dashboard where all your workflows are listed. To create a new workflow, click on the ‘Create Workflow’ button. Here, you will name your workflow, for instance, ‘Create Wave Invoice on Contact Form 7 Submission’ and organize it in a relevant folder for easy access.

2. Setting Up the Trigger for Contact Form 7

The next step is to set up the trigger for your workflow. In this case, the trigger will be a new submission from Contact Form 7. Select Contact Form 7 as your trigger application in Pabbly Connect and choose the event ‘New Form Submission’. This action will initiate the workflow whenever a new form is submitted.

• Select ‘Contact Form 7’ as the trigger application.
• Choose the ‘New Form Submission’ event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, navigate to your WordPress site where Contact Form 7 is installed. Go to the form you wish to connect, select the ‘Webhook’ option, and paste the copied URL into the appropriate field. Save the changes, and this will link your form to Pabbly Connect.

3. Testing the Webhook Response

After setting up the Webhook, it’s essential to test the connection. Submit a test entry through your Contact Form 7 to ensure that the data is captured correctly by Pabbly Connect. This will confirm that your integration is functioning as expected.

Once the form is submitted, return to Pabbly Connect to check for a successful response. You should see the details you entered in the form, such as name, email, and course selection. This indicates that the data flow from Contact Form 7 to Pabbly Connect is working properly.

• Submit the form with dummy data.
• Check Pabbly Connect for the captured response.
• Ensure all fields are populated correctly.

Once you confirm the data is coming through, you can proceed to set up the action step to create an invoice in Wave.

4. Creating an Invoice in Wave

The next step in the workflow is to create an invoice in Wave using the data captured from Contact Form 7. In Pabbly Connect, select Wave as your action application and choose the action event ‘Create Invoice’. This will allow you to generate an invoice automatically based on the form submission.

In this step, you will map the required fields such as customer ID, product ID, and other invoice details. Ensure that you have the customer information ready, as the invoice cannot be created for a non-existing customer in Wave. If the customer does not exist, you will need to create them first before generating the invoice.

Select ‘Wave’ as the action application. Choose ‘Create Invoice’ as the action event. Map the necessary fields from the previous response.

After mapping the fields, click on ‘Save and Send Test Request’ to create the invoice. You should see a confirmation that the invoice was successfully created in your Wave account.

5. Handling New Customers in Wave

For new customers who are not already in Wave, you will need to create them before generating the invoice. In Pabbly Connect, set up a conditional router to check if the customer exists. If not, use the ‘Create Customer’ action in Wave to add them first.

This step ensures that every new submission from Contact Form 7 results in a valid invoice creation process. You will map the customer’s name, email, and other relevant details into the customer creation step in Wave.

Set up a router in Pabbly Connect to check customer existence. Select ‘Create Customer’ in Wave if the customer does not exist. Map customer details from the form submission.

After creating the customer, proceed to create the invoice as previously described. This dual-step process ensures that all customers are accounted for before invoicing.

Conclusion

In conclusion, by using Pabbly Connect, you can seamlessly automate the creation of Wave invoices upon Contact Form 7 submissions. This integration not only saves time but also enhances your business efficiency by managing finances effectively.

With the steps outlined in this tutorial, you can set up your workflow in under 30 minutes, ensuring that every inquiry is followed up with a proper invoice. Automate your process today and focus more on your business growth!