Automate Invoice Creation with Pabbly Connect and Cognito Forms

Learn how to automate invoice creation using Pabbly Connect by integrating Cognito Forms and Xero seamlessly. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating invoice creation, first access Pabbly Connect by navigating to the website. This platform facilitates seamless integration between applications like Cognito Forms and Xero.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Upon signing in, you will be directed to the dashboard where you can create new workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to link Cognito Forms with Xero using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button on your dashboard.

• Name your workflow, for example, ‘Create Xero Invoice on Cognito Form Submission’.
• Select the appropriate folder for financial management.
• Click ‘Create’ to proceed.

After creating the workflow, you will see the trigger and action sections. Select Cognito Forms as your trigger application, indicating that the workflow starts when a new form submission occurs.

3. Setting Up the Trigger for Cognito Forms

Now, set up the trigger in Pabbly Connect by selecting the trigger event. Choose ‘New Entry’ from the options provided, which signifies that the workflow will activate upon a new submission in Cognito Forms.

Copy the webhook URL generated by Pabbly Connect and navigate to your Cognito Forms account. In your form settings, enable the option to post data to a website and paste the webhook URL. Save the changes to establish a connection between Cognito Forms and Pabbly Connect.

4. Configuring the Action Step in Xero

Next, it’s time to set up the action step in Pabbly Connect. Select Xero as the action application and choose ‘Create Invoice’ as the action event. This step defines what happens when the trigger occurs.

To build the connection, click on ‘Connect with Xero’. You will need to authorize Pabbly Connect to access your Xero account. Once authorized, proceed to map the necessary fields such as client name, email, and service type to ensure the invoice reflects the correct information.

• Map the client’s company name to the invoice name.
• Select the service type based on the client’s submission.
• Ensure all necessary details are filled out to automate invoice creation.

After mapping the fields, test the workflow by submitting a sample form in Cognito Forms. This will trigger the workflow and create an invoice in Xero based on the provided information.

5. Testing the Integration Between Cognito Forms and Xero

To verify that your integration works, submit a test entry through your Cognito Form. Once submitted, Pabbly Connect will capture the data and create an invoice in Xero.

Check your Xero account to confirm that the invoice has been generated correctly. You should see the invoice reflecting the details of the test submission, including the service type and client information.

With this setup, every new submission in Cognito Forms will automatically create an invoice in Xero, streamlining your financial management process. This integration demonstrates how Pabbly Connect can save time and reduce manual work.

Conclusion

This tutorial has shown how to automate the invoice creation process using Pabbly Connect by integrating Cognito Forms and Xero. By following the steps outlined, you can streamline your workflow and enhance efficiency in your business operations.