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

Learn how to automate creating Xero invoices from Contact Form 7 submissions using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Xero Invoicing

To create a Xero invoice on Contact Form 7 submission, we first need to set up Pabbly Connect. This powerful automation tool simplifies the process of connecting different applications. Start by visiting the Pabbly Connect website and logging into your account. If you’re new to Pabbly, you can sign up for a free account and get started with 100 free tasks every month.

Once logged in, you will see the dashboard of Pabbly Connect. From here, click on the ‘Create Workflow’ button in the top right corner. A pop-up will appear asking for a workflow name and folder selection. Name your workflow something like ‘Create Xero Invoice on Contact Form 7 Submission’ and select the appropriate folder for organization.

2. Trigger Setup with Contact Form 7

Now that we have set up our workflow in Pabbly Connect, the next step is to configure the trigger application. In this case, we will select ‘Contact Form 7’ as our trigger application. The trigger event we want to choose is ‘New Form Submission’. This means every time a form is submitted through Contact Form 7, it will trigger the workflow.

• Select ‘Contact Form 7’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for integration.

After setting up the trigger, you will see a webhook URL generated by Pabbly Connect. This URL is crucial as it will be used to link your Contact Form 7 with Pabbly Connect. Now, head over to your WordPress dashboard where your Contact Form 7 is installed.

3. Integrating Contact Form 7 with Pabbly Connect

To integrate Contact Form 7 with Pabbly Connect, navigate to the Contact Form 7 settings in your WordPress dashboard. Click on the form you wish to connect and scroll down to the ‘Webhooks’ section. Here, you need to paste the webhook URL you copied earlier from Pabbly Connect.

• Go to the ‘Webhooks’ section in your Contact Form 7 settings.
• Paste the webhook URL from Pabbly Connect.
• Save the changes to your Contact Form 7 settings.

After saving the changes, return to your Pabbly Connect workflow. It should now display a message indicating it is waiting for a webhook response. To test the integration, submit a test form using the Contact Form 7 form you just configured.

4. Action Setup with Xero for Invoice Creation

With the trigger set up and tested, we can now configure the action step in Pabbly Connect. Select ‘Xero’ as the action application and choose ‘Create Invoice’ as the action event. This step will allow you to automatically create an invoice in your Xero account whenever a new form submission occurs.

Click on the ‘Connect’ button to link your Xero account with Pabbly Connect. You will be prompted to authorize the connection. Once authorized, you will need to fill in the required fields for the invoice, such as customer name, email address, and invoice details. Make sure to map these fields with the data captured from the Contact Form 7 submission.

5. Finalizing the Integration and Testing

After filling in all necessary fields for the invoice creation in Pabbly Connect, click on the ‘Save and Send Test Request’ button. This will send a test request to Xero to create the invoice. If successful, you will receive a confirmation message along with the invoice ID.

To verify that the invoice has been created, log into your Xero account and check the invoices section. You should see a new invoice generated based on the test data you submitted through Contact Form 7. This confirms that the integration between Contact Form 7 and Xero via Pabbly Connect is working seamlessly.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating Xero invoices from Contact Form 7 submissions using Pabbly Connect. This integration not only saves time but also enhances efficiency in managing invoices. With Pabbly Connect, you can easily streamline your workflow and focus on delivering exceptional services.