How to Create Xero Invoice on Tally Forms Submission Using Pabbly Connect

Learn how to integrate Tally Forms with Xero for automatic invoice creation using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Xero invoice from Tally Forms submissions, the first step is to access Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free, which allows you to create up to 100 tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can manage all your workflows. To start, click on the ‘Create Workflow’ button. This will allow you to set up the integration between Tally Forms and Xero.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow for integrating Tally Forms with Xero using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Xero Invoice on Tally Forms Submission’. Select the folder where you want to save this workflow.

• Name your workflow appropriately.
• Choose the desired folder for organization.

Once the workflow is named and saved, you will see two boxes appear: one for the trigger and another for the action. The trigger will be Tally Forms submission, and the action will be creating an invoice in Xero.

3. Setting Up the Trigger for Tally Forms

The next step is to set up the trigger in Pabbly Connect. Click on the trigger box and choose Tally Forms as your application. Select the event as ‘New Response’ which will trigger the workflow every time a form is submitted.

To connect Tally Forms with Pabbly Connect, you need to provide a webhook URL. This URL acts as a bridge between Tally Forms and Pabbly Connect. Open your Tally Forms account, select the form you want to integrate, and navigate to the ‘Integrations’ section. Here, you will paste the webhook URL from Pabbly Connect.

4. Configuring the Action to Create Xero Invoice

Now, we will configure the action step in Pabbly Connect. Click on the action box and select Xero as the application. Choose the event as ‘Create Invoice’. This will allow you to generate an invoice in Xero whenever a form is submitted in Tally Forms.

• Select the organization name from your Xero account.
• Map the fields from Tally Forms to the corresponding fields in Xero.
• Ensure to fill in required fields like invoice type and due date.

After mapping the fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, you will receive a response indicating the invoice has been created.

5. Testing the Integration

In the final step, you need to test the integration to ensure everything is functioning as expected. Go back to your Tally Forms and submit a test form. After submission, check your Pabbly Connect workflow for the response. This will confirm that the data from Tally Forms has been captured successfully. using Pabbly Connect

Once you verify that the response is correct, log into your Xero account to check if the invoice has been created. You should see the newly generated invoice reflecting the details submitted through the Tally Forms.

Conclusion

By following this tutorial, you have successfully learned how to create a Xero invoice on Tally Forms submission using Pabbly Connect. This integration streamlines your workflow, allowing for efficient invoice management directly from form submissions.