Automate Invoice Creation in Lex Office Using Pabbly Connect and Google Sheets

Learn how to automate invoice creation in Lex Office using Pabbly Connect and Google Sheets. Follow our step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To automate invoice creation in Lex Office, you first need to access Pabbly Connect. Start by creating a free account on the Pabbly Connect platform. Once logged in, you can easily set up your automation.

After logging into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Automate Invoice Creation in Lex Office from Google Sheets’ and click ‘Create’. This sets the foundation for your automation process.

2. Setting Up the Trigger with Google Sheets

The next step involves setting up the trigger in Pabbly Connect. Select Google Sheets as your trigger application. Choose the event as ‘New or Updated Spreadsheet Row’. This means whenever new invoice details are added to Google Sheets, the automation will be triggered.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once you have the webhook URL, go to your Google Sheets and install the Pabbly Connect Webhooks add-on. This add-on is essential for connecting your Google Sheets with Pabbly Connect. After installation, open the add-on and paste the webhook URL in the initial setup section.

3. Configuring the Action to Create Invoices in Lex Office

After setting up the trigger, the next step is to configure the action in Pabbly Connect. Select Lex Office as the action application and choose the event as ‘Create Invoice’. This allows you to automatically generate invoices based on the data from Google Sheets.

To connect Lex Office, you will need to generate an API token from your Lex Office account. Once you have the token, paste it into Pabbly Connect to establish the connection. After connecting, you will be prompted to fill in various invoice details.

• Input necessary details such as customer name, invoice title, and item details.
• Map the fields from Google Sheets to Lex Office, ensuring accurate data transfer.
• Test the action to confirm that invoices are created successfully.

This step is crucial as it links the data from your Google Sheets to Lex Office invoices, allowing for seamless automation.

4. Testing and Verifying the Integration

Once the action is configured, it’s time to test your integration in Pabbly Connect. Add a new row of invoice data in your Google Sheets and observe if the invoice is generated in Lex Office. This step ensures that your automation is functioning correctly.

Check your Lex Office dashboard for the newly created invoice. If everything is set up correctly, you should see the invoice reflecting the details you entered in Google Sheets. If you encounter any issues, revisit the mapping and ensure all necessary fields are correctly filled.

By testing, you confirm that every new entry in Google Sheets triggers an invoice creation in Lex Office, making your workflow efficient and automated. This integration saves time and minimizes manual errors in invoice processing.

5. Final Steps for Complete Automation

To finalize your automation process, ensure that the ‘Send on Event’ option is enabled in the Pabbly Connect add-on settings within Google Sheets. This setting ensures that every time a new row is added, the data is sent to Pabbly Connect automatically.

Additionally, make sure to work in an incognito window or avoid logging into multiple Google accounts simultaneously to prevent any data transmission issues. Once these settings are configured, your automation is complete!

Now, every time you add invoice details into Google Sheets, Pabbly Connect will handle the creation of invoices in Lex Office without any manual intervention, streamlining your workflow significantly.

Conclusion

In this tutorial, we explored how to automate invoice creation in Lex Office using Pabbly Connect and Google Sheets. By following these steps, you can save time and reduce manual errors in your invoicing process.