Learn how to integrate Trigger with P Connect Now using Google Forms and Zoho Books to automate invoice creation. Follow our detailed tutorial for seamless setup. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Trigger with P Connect Now

To begin the integration process, we need to set up a P Connect Now workflow that will trigger whenever a new response is received in Google Forms. This is essential for automating the invoice creation process. First, open your browser and search for P Connect Now to access the landing page.

Once on the landing page, you can either sign in or sign up for a free account. After logging in, click on the ‘Create Workflow’ button and name your workflow. Select a folder for saving your workflow, and then click on ‘Create’ to move to the next step of setting up your trigger.

Connecting Google Forms to P Connect Now

Now that we have our workflow set up, the next step is to connect Google Forms to P Connect Now. This connection allows us to automate the process of creating invoices in Zoho Books based on form submissions. Start by selecting Google Forms as your trigger application.

  • Choose ‘New Response Received’ as the trigger event.
  • Copy the provided VAB URL, which will act as a bridge between Google Forms and P Connect Now.
  • Go to your Google Form and link it to a Google Sheets spreadsheet for response collection.

After connecting the spreadsheet, ensure that every new form submission will automatically populate a new row in the Google Sheets. This setup is crucial for the subsequent steps in the automation process.

Configuring Zoho Books with P Connect Now

With Google Forms connected, the next task is to configure Zoho Books within the P Connect Now workflow. This will enable the automatic creation of invoices based on the data received from Google Forms. Start by adding an action step and selecting Zoho Books as your action application.

Choose ‘Create Contact’ as your action event. You will need to connect Zoho Books to P Connect Now by providing your domain name from your Zoho Books account. Once connected, fill in the required details such as customer name, email, and phone number, which you will map from the Google Forms response.

  • Map the customer name from the form response to the contact name in Zoho Books.
  • Specify the customer type as individual or business as applicable.
  • Set the language code and currency ID for the customer.

Once all details are mapped correctly, proceed to save the configuration. This will allow P Connect Now to automatically create a new customer in Zoho Books based on each new Google Form submission.

Creating Invoices in Zoho Books

After successfully creating a contact in Zoho Books, the next step is to create an invoice for that customer using the details captured from the Google Forms submission. Again, add an action step and select Zoho Books, this time choosing ‘Create Sales Invoice’ as your action event. using Pabbly Connect

Ensure that you map the customer ID from the previous step to this invoice creation step. Additionally, fill out the line item details such as product name and quantity, which should also be mapped from the Google Forms response. You may need to use P Connect’s text formatter tool to extract specific details like unit price from the product name.

Map the line item name to the product name received from Google Forms. Set the line item rate based on the product price mapped from the previous responses. Select the appropriate exchange rate and ensure the GST fields are filled out if required.

Once all details are accurately filled, save your settings. This will ensure that every time a new order is placed via Google Forms, an invoice will be automatically generated in Zoho Books.

Final Steps and Testing the Integration

After completing the setup, it’s essential to test the integration to ensure everything works smoothly. Start by submitting a test order through your Google Form. This will trigger the workflow you created in P Connect Now and should lead to the creation of a new customer and an invoice in Zoho Books.

Check your Google Sheets to confirm that the new form submission has been recorded. Then, navigate to Zoho Books to verify that the new customer and invoice have been created successfully. This end-to-end testing will confirm that your automation setup is functioning as expected.

In conclusion, the integration between Trigger and P Connect Now allows you to automate the process of creating invoices in Zoho Books based on Google Forms submissions. By following the steps outlined in this tutorial, you can streamline your order processing and reduce manual errors, making your workflow more efficient.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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