Automate Invoice Creation from Pipe Drive Deals with Simply

Learn how to automate invoice creation in Simply from new deals in Pipe Drive using Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Drive and Simply

To automate invoice creation from Drive deals in Simply, we first need to set up a connection using Pabbly Connect. Begin by visiting the Pabbly Connect homepage and signing in or creating a new account. Existing users can simply click on ‘Sign In,’ while new users should select ‘Sign Up for Free’ to create an account.

After logging in, navigate to the dashboard and click on ‘Create Workflow’. You will be prompted to name your workflow. Enter ‘Create Zero Invoices on New Pipe Drive Deals’ and choose a folder for organization. Click on ‘Create’ to proceed. This sets the stage for automating the process between Drive and Simply.

2. Setting Up Trigger for New Deals in Drive

In this section, we will configure the trigger for new deals in Drive. Select Drive as the trigger application and set the event to ‘New Deal’. This means that whenever a new deal is created in Drive, it will trigger an action in Simply. using Pabbly Connect

Next, connect your Drive account by clicking on ‘Add New Connection’. You will need to provide your API token, which can be obtained from your Drive account. Follow these steps to retrieve your API key:

• Click on your profile icon in the top right corner of Drive.
• Select ‘Personal Preferences’ from the dropdown.
• Navigate to the API section and copy your API key.

Paste the API key into Pabbly Connect and save the connection. This allows Pabbly Connect to interact with your Drive account effectively.

3. Configuring Action to Create Invoices in Simply

Now that we have set up the trigger, it’s time to configure the action to create invoices in Simply. In the action step, select Simply as the application and choose the ‘Create Invoice’ event. This action will be executed whenever a new deal is created in Drive. using Pabbly Connect

Connect to your Simply account by clicking on ‘Add New Connection’. Grant Pabbly Connect permission to access your Simply account. Once the connection is established, you will need to fill in the invoice details using the data received from the Drive deal.

Map the fields received from Drive to the corresponding fields in Simply. For example, use the deal title from Drive as the invoice description and the deal amount as the invoice amount. This ensures that every invoice reflects the details of the new deal created in Drive.

4. Mapping Data Between Drive and Simply

Mapping data correctly is crucial for the automation to work seamlessly. In this step, we will map the data from the Drive deal to the Simply invoice fields. Use the data from the previous response to fill in the necessary fields in Simply. using Pabbly Connect

For instance, you will map the contact name, email address, and deal amount. Ensure that the due date is formatted correctly. You may need to use a date-time formatter to adjust the date format to match Simply’s requirements.

• Map the contact’s name and email from Drive to Simply.
• Select the correct due date format for Simply.
• Ensure all mandatory fields are filled out correctly.

After mapping all necessary fields, save your workflow. This completes the setup for automating invoice creation in Simply whenever a new deal is created in Drive.

5. Testing the Automation Workflow

To ensure that our automation works correctly, we need to test the workflow. Go back to your Drive account and create a new deal. Fill in all required fields, such as contact name, organization, deal title, and amount. using Pabbly Connect

Once the deal is created, check Pabbly Connect for a response. If everything is set up correctly, you should see the details of the new deal captured in Pabbly Connect. This indicates that the trigger is functioning as expected.

Finally, check your Simply account to verify that the invoice has been generated. You should see the invoice created with the details from the new deal in Drive. If the invoice appears correctly, your automation is successful!

Conclusion

In this tutorial, we learned how to automate invoice creation in Simply from new deals created in Drive using Pabbly Connect. By following the steps outlined, you can streamline your sales process and enhance operational efficiency.