Automate Shopify Orders with Pabbly Connect: Create Invoices in Zero

Learn how to automate invoice creation in Zero for Shopify orders using Pabbly Connect. Step-by-step guide to streamline your eCommerce workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To automate invoice creation in Zero for Shopify orders, you first need to access Pabbly Connect. Open your web browser and search for Pabbly Connect to reach its landing page.

If you don’t have an account, click the ‘Sign up for free’ button. This process takes just two minutes, and you’ll receive 100 free tasks every month. If you already have an account, simply sign in to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this purpose, name it ‘Create Invoices for Shopify Orders in Zero’.

After naming your workflow, click on ‘Create’. You will see two main boxes: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.

• Click on the Trigger box and search for Shopify.
• Select ‘New Order’ as your Trigger Event.
• Copy the Webhook URL provided by Pabbly Connect.

This URL will bridge Shopify and Pabbly Connect, allowing them to communicate effectively.

3. Connecting Shopify to Pabbly Connect

Next, log into your Shopify account and navigate to the ‘Settings’ section. Scroll down to find ‘Notifications’, and select ‘Webhooks’. Here, you will create a new webhook to connect Shopify with Pabbly Connect.

Click on ‘Create Webhook’ and set the event to ‘Order Created’. Choose JSON as the format and paste the Webhook URL you copied earlier. Select the latest API version available and click ‘Save’.

You have now successfully connected Shopify to Pabbly Connect. To test this connection, create a new order in your Shopify store. This will trigger the webhook and send order details to Pabbly Connect.

4. Setting Up Invoice Creation in Zero

After creating a new order in Shopify, return to Pabbly Connect. Here, you should see that it is waiting for a response from Shopify. Once the order is created, Pabbly Connect will receive the order details.

Now, click on the Action box in your workflow and search for Zero. Select ‘Create Invoice’ as your Action Event. Then, connect Zero with Pabbly Connect by clicking ‘Connect’ and granting access to your Zero account.

• Map the customer name and email from the Shopify response.
• Set the invoice date using the order creation date.
• Specify the due date by adding one month to the invoice date.

Fill in all required fields for the invoice, ensuring that the details are dynamic and will update with each new order.

5. Finalizing and Testing the Integration

Once all details are mapped, click on ‘Send Test’ to finalize the integration. If successful, you will receive a positive response indicating that the invoice has been created in Zero.

To verify, log into your Zero account and check the invoices section. You should see the newly created invoice with all the details from your Shopify order.

This entire process demonstrates how Pabbly Connect automates invoice creation for Shopify orders in Zero. Each new order triggers the creation of an invoice without manual intervention, streamlining your eCommerce operations.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating invoices in Zero for every new Shopify order. This integration saves time, reduces errors, and enhances productivity in your online store.