Automate Invoice Creation with Pabbly Connect and Google Forms

Learn how to automate invoice creation in Wave using Pabbly Connect and Google Forms. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Invoice Automation

To automate invoice creation using Pabbly Connect, start by accessing the Pabbly Connect homepage. You can do this by visiting the URL Pabbly.com/connect. Once there, you will see options to sign in or sign up. If you’re an existing user, just log in. New users can sign up for a free account, which offers 100 tasks each month to explore the platform.

After logging in, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to get started. You will be prompted to name your workflow, so enter something descriptive, like ‘Create Wave Invoice on Google Form Submission’. Select a folder for organization, then click ‘Create’ to proceed.

2. Configuring Google Forms as a Trigger in Pabbly Connect

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the trigger options and choose the event ‘New Response Received’. This event will initiate the workflow whenever a new form submission occurs.

• Select Google Forms as the trigger application.
• Choose the trigger event ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Forms and navigate to the ‘Responses’ section. Click on ‘View in Sheets’ to create a linked Google Sheet. This sheet will automatically capture form responses, allowing Pabbly Connect to access the data for invoicing.

3. Linking Google Sheets with Pabbly Connect

To establish a connection between Google Sheets and Pabbly Connect, you need to set up an add-on. Open your Google Sheet and click on ‘Extensions’, then select ‘Add-ons’ and search for ‘Pabbly Connect Webhooks’. Install the add-on to facilitate data transfer from Sheets to Pabbly Connect.

Once installed, return to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. In the setup, paste the webhook URL you copied earlier and specify the trigger column, which is usually the last column that will be filled with data. Click ‘Send Test’ to confirm that the setup works correctly.

4. Creating Invoices in Wave Using Pabbly Connect

With the trigger set up, the next step is to configure the action in Pabbly Connect to create invoices in Wave. Select Wave as the action application and choose the event ‘Create Invoice’. Ensure that you have an existing connection to your Wave account.

Map the necessary fields such as Customer ID, Product ID, Description, and Price from the Google Sheets response. This mapping allows Pabbly Connect to automatically fill in the invoice details based on the form submission. Click ‘Save and Send Test Request’ to verify that the invoice is created correctly in Wave.

5. Finalizing the Automation Workflow

After successfully creating invoices, finalize your workflow by testing it with actual form submissions. Submit a test response through your Google Form and check if an invoice is generated in Wave. Ensure that all details like customer information and service type are correctly populated.

If the customer is new, set up a condition in Pabbly Connect to create a new customer in Wave before generating the invoice. Use the router feature to manage different paths for existing and new customers. Click ‘Save and Send Test Request’ to confirm that everything works as expected.

Conclusion

In this tutorial, we demonstrated how to automate invoice creation in Wave using Pabbly Connect and Google Forms. By following these steps, you can streamline your invoicing process and save valuable time. Integrating these applications enhances efficiency in managing client inquiries and billing.