Automate Shopify Orders with Zero Invoices Using Pabbly Connect

Learn how to automate invoice creation for Shopify orders using Pabbly Connect, integrating Shopify and Zero seamlessly for efficient order management. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating invoice creation for Shopify orders, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, then navigate to the landing page. Here, you can sign up for a free account or log in if you already have one.

Once logged in, you will be directed to the Pabbly Connect dashboard. This is where you will create your workflow to connect Shopify and Zero for invoice automation. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to automate invoice generation. After clicking on ‘Create Workflow’, name it appropriately, such as ‘Create Invoices for Shopify Orders in Zero’. This name reflects the purpose of your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two sections: Trigger and Action.
• Set up the Trigger first by selecting Shopify as your application.

After setting up the trigger, you will need to select ‘New Order’ as the trigger event. This means every time a new order is placed in Shopify, it will trigger the workflow to create an invoice in Zero.

3. Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, you will use the provided webhook URL. Copy the webhook URL from the Pabbly Connect interface. Then, go to your Shopify account, navigate to the Settings, and select Notifications.

• In the Notifications section, look for Webhooks and click on ‘Create Webhook’.
• Choose ‘Order Created’ as the event and set the format to JSON.
• Paste the webhook URL you copied from Pabbly Connect and save the webhook.

After saving the webhook, return to Pabbly Connect, where you will see it waiting for a response from Shopify. To test this, create a new order in your Shopify store to trigger the webhook.

4. Setting Up Invoice Creation in Pabbly Connect

Once you have received a response from Shopify in Pabbly Connect, it’s time to set up the action to create an invoice in Zero. Select Zero as your action application and choose the ‘Create Invoice’ as the action event.

Connect your Zero account to Pabbly Connect by clicking on ‘Add New Connection’ and granting access to your Zero account. After connecting, you will need to map the details from the Shopify order to the fields required for the invoice.

Map the customer name, email, order date, and due date using the data received from Shopify. Fill in the product details, including line item description, quantity, and amounts.

After mapping all the required fields, click on ‘Send Test’ to check if the invoice is created successfully in Zero. If successful, you will see a confirmation response in Pabbly Connect.

5. Conclusion: Automate Your Shopify Invoicing with Pabbly Connect

In conclusion, utilizing Pabbly Connect for automating invoice creation from Shopify orders to Zero streamlines your order management process. By following the steps outlined above, you can set up a seamless integration that saves time and reduces manual errors.

With Pabbly Connect, every new order from your Shopify store can automatically generate an invoice in Zero, ensuring your accounting is always up to date. Start automating your workflows today!