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

Learn how to automate QuickBooks invoice creation from Cognito Forms submissions using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage. This is where you can sign in or sign up for a free account if you are a new user.

After logging in, you will be directed to the dashboard. Here, you can create a new workflow that connects Cognito Forms submissions to QuickBooks invoices. This is essential for automating your invoicing process.

2. Creating a New Workflow in Pabbly Connect

Next, you’ll create a new workflow in Pabbly Connect specifically for generating invoices from Cognito Forms submissions. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Create QuickBooks Invoice on Cognito Forms Submission’.

• Select the folder where you want to save the workflow.
• Understand the trigger and action concepts that will drive your automation.
• Set Cognito Forms as the trigger application and QuickBooks as the action application.

Once the workflow is created, you can proceed to set up the trigger event, which is crucial for starting the automation process.

3. Setting Up the Trigger with Cognito Forms

In this step, you will set up Cognito Forms as the trigger in Pabbly Connect. Choose ‘Cognito Forms’ as the application and select the trigger event as ‘New Entry’. This means that every time a new form submission occurs, it will activate the workflow.

After selecting the trigger, you will receive a webhook URL. This URL is vital as it allows data from Cognito Forms to be sent to Pabbly Connect. Copy this URL and follow the instructions provided to integrate it into your Cognito Forms settings.

• Go to your Cognito Forms account.
• Select the form you want to connect and enable the ‘Post JSON Data to a Website’ option.
• Paste the webhook URL into the designated field and save the changes.

Once saved, your connection between Cognito Forms and Pabbly Connect is established, allowing for seamless data transfer.

4. Creating an Invoice in QuickBooks

After setting up the trigger, the next step is to create an invoice in QuickBooks using the data received from Cognito Forms submissions through Pabbly Connect. Select QuickBooks as your action application and choose the action event as ‘Create Invoice’.

Before you can create an invoice, you need to create a customer in QuickBooks. This involves mapping the fields from the Cognito Forms submission to the corresponding fields in QuickBooks. Make sure to use the dynamic mapping feature in Pabbly Connect to ensure that each new entry is processed correctly.

Map the customer details such as name, email, and phone number from the Cognito Forms submission. Ensure that the customer ID is correctly mapped to create the invoice. Complete the invoice details, including service description, quantity, and pricing.

Once all details are mapped correctly, you can test the action to ensure that the invoice is created successfully in QuickBooks.

5. Finalizing the Integration Process

Finally, after testing the workflow, you can finalize the integration process using Pabbly Connect. This involves checking that every time a new Cognito Forms submission is made, an invoice is generated in QuickBooks without any manual input.

To confirm this, you can make a test submission in Cognito Forms and verify that the corresponding invoice appears in QuickBooks. This seamless automation saves time and reduces errors in your invoicing process.

With Pabbly Connect, you can efficiently manage your finances and automate your workflows, ensuring that all submissions are captured and processed accurately.

Conclusion

In this tutorial, we explored how to create QuickBooks invoices automatically from Cognito Forms submissions using Pabbly Connect. This integration streamlines your invoicing process, making it efficient and error-free. By leveraging Pabbly Connect, you can enhance your business automation and improve service delivery.