How to Create QuickBooks Invoice on Gravity Forms Submission Using Pabbly Connect

Learn how to create QuickBooks invoices automatically upon Gravity Forms submission using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create QuickBooks invoices automatically upon Gravity Forms submission, you need to access Pabbly Connect. This powerful integration platform simplifies the automation process between different applications.

Begin by visiting the Pabbly Connect homepage. If you are a new user, sign up for a free account to explore its features. Existing users can log in directly. Once logged in, you will be on the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow: ‘Create QuickBooks Invoice on Gravity Form Submission’.
• Select a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. Your new workflow will now be ready for configuration.

3. Setting Up the Trigger with Gravity Forms

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Gravity Forms’ as your trigger application and choose the event ‘New Response’. This means that any new submission to your Gravity Forms will trigger the workflow.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used in your Gravity Forms settings. Navigate to your WordPress dashboard, find the Gravity Forms plugin, and select the form you want to integrate.

• Go to Settings > Webhooks in your selected form.
• Click on ‘Add New’ and enter a name for the webhook.
• Paste the copied webhook URL, set the request method to POST, and format to JSON.

After saving these settings, your Gravity Forms will be connected to Pabbly Connect, ready to send data upon submission.

4. Creating a Customer in QuickBooks

Once the trigger is set, the next action is to create a customer in QuickBooks using Pabbly Connect. Select ‘QuickBooks’ as your action application and choose ‘Create Customer’ as the action event. This step ensures that every new form submission results in a new customer entry.

To connect your QuickBooks account, click on ‘Connect’ and follow the prompts. After successful authorization, map the customer details from the Gravity Forms submission to the QuickBooks fields. This includes:

Display Name: Combine first and last names. Email Address: Map the email from the Gravity Forms submission. Currency: Set to your local currency code, such as AS INR.

After mapping all required fields, send the request to create the customer. This action will automatically add a new customer to your QuickBooks account based on the Gravity Forms submission.

5. Generating Invoice in QuickBooks

The final step in this integration process involves generating an invoice in QuickBooks. Again, select ‘QuickBooks’ as your action application and choose the action event ‘Create Invoice’. This action will create an invoice for the newly created customer. using Pabbly Connect

As before, connect your QuickBooks account if you haven’t done so already. Then map the necessary fields for the invoice, including:

Customer ID: Map the customer ID from the previous step. Line Item Description: Map the product name from the Gravity Forms submission. Quantity and Price: Set these values based on the submission.

After filling in all the necessary details, send the request to create the invoice. This will ensure that an invoice is automatically generated in QuickBooks whenever there is a new submission in your Gravity Forms.

Conclusion

Using Pabbly Connect to integrate Gravity Forms with QuickBooks allows for seamless invoice generation upon form submissions. This automation saves time and reduces manual data entry, ensuring accuracy in invoicing.