How to Create Sales Invoice in Zoho Books on Shopify Sale Using Pabbly Connect

Learn how to automate sales invoice creation in Zoho Books from Shopify orders using Pabbly Connect. Follow this step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Shopify and Zoho Books Integration

To create sales invoices in Zoho Books from Shopify sales, you first need to set up Pabbly Connect. This integration platform enables seamless automation between your Shopify store and Zoho Books.

Start by signing up for a free Pabbly Connect account. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Shopify to Zoho Books’, and select a folder where you want to save it.

2. Triggering New Orders in Shopify

The next step involves setting up a trigger in Pabbly Connect. This trigger will activate whenever a new order is placed in your Shopify store. In the trigger window, select Shopify as the app and choose the ‘New Order’ trigger event.

• Select Shopify from the app list.
• Choose the ‘New Order’ event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Shopify account settings, navigate to Notifications, and create a new webhook using the copied URL. This setup ensures that every time a new order is placed, the order details are sent to Pabbly Connect.

3. Transforming Order Data with Pabbly Connect

After receiving the order details, the next task is to simplify the data using the Pabbly Connect transformer module. This will help in organizing the order information into a more manageable format.

In the action step, search for the ‘Data Transformer’ app and select the ‘Line Itemizer’ action event. Map the line item data from the Shopify trigger response to this action. This process will separate product names, quantities, and prices into distinct fields.

• Select ‘Data Transformer’ as the app.
• Choose ‘Line Itemizer’ as the action event.
• Map the line item data from the previous step.

Once the data is transformed, Pabbly Connect will provide a structured response that can be used in subsequent steps to create invoices.

4. Finding Customers in Zoho Books

The next step is to check if the customer who placed the order exists in your Zoho Books account. This is crucial for invoice generation. In this step, use Pabbly Connect to search for the customer in Zoho Books.

Add a new action step, select Zoho Books, and choose the ‘Find Customer’ event. Map the customer email from the Shopify order data to this action. If the customer exists, the automation will proceed to invoice creation; if not, it will create a new customer entry.

5. Creating Invoices in Zoho Books

If the customer exists, you can create an invoice directly. In Pabbly Connect, add another action step, select Zoho Books, and choose ‘Create Sales Invoice’. Map the necessary fields like customer ID, product names, quantities, and prices from the previous steps.

If the customer does not exist, use the same process to create a new customer first and then generate the invoice. This ensures that every new order from Shopify results in a corresponding invoice in Zoho Books.

Conclusion

By utilizing Pabbly Connect, you can automate the process of creating sales invoices in Zoho Books whenever a new order is placed in your Shopify store. This integration not only saves time but also minimizes errors, ensuring a smooth workflow.