Automating Invoice Creation: Integrating Wix Forms with Zoho Books Using Pabbly Connect

Learn how to automate invoice creation in Zoho Books from Wix forms using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 Integration

To start the integration process, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. Here, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to explore the application.

For existing users, click on ‘Sign in’. Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to open your dashboard. This is the first step in automating your invoicing process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something descriptive like ‘Zoho Book Invoice from Wix Form Submission’ and click on ‘Create’.

• Select the trigger application as Wix Forms.
• Choose the trigger event as ‘Form Submitted’.
• Copy the provided webhook URL for later use.

This setup allows Pabbly Connect to listen for new form submissions from Wix Forms, automatically triggering the next steps in the workflow.

3. Setting Up Wix Forms Automation

Now that you have your webhook URL, log into your Wix account. Navigate to the Automations section in your site dashboard. Here, you can add a new automation or edit an existing one. Provide a name for your automation and select Wix Forms as the trigger.

• Set the trigger event to ‘Form Submitted’.
• Paste the webhook URL from Pabbly Connect.
• Activate the automation by clicking the ‘Activate’ button.

Once this is done, every time a form is submitted on Wix, the data will be sent to Pabbly Connect, which will then trigger the next action in your workflow.

4. Creating a Zoho Books Invoice

With the Wix Forms setup complete, return to your Pabbly Connect workflow. Now, add an action step to create a Zoho Books invoice. Select Zoho Books as your action application and choose the ‘Create Invoice’ action event.

Before proceeding, you need to connect your Zoho Books account. Click on ‘Connect’ and follow the prompts to authorize Pabbly Connect to access your Zoho account. After connecting, you will be able to select your organization and fill in the necessary invoice details.

5. Finalizing the Integration and Testing

After setting up the Zoho Books action, map the fields from the Wix Forms submission to the invoice fields in Zoho Books. This includes the customer name, email, and the course selected. Make sure to use the mapping feature in Pabbly Connect to ensure that the data dynamically updates with each new form submission.

Finally, test your workflow by submitting a form on Wix. Check your Zoho Books account to confirm that the invoice has been created successfully. This automation ensures that every form submission results in a new invoice without any manual effort.

Conclusion

By utilizing Pabbly Connect, you can seamlessly automate the process of creating invoices in Zoho Books from Wix form submissions. This integration saves time and minimizes errors, ensuring a smooth invoicing experience for your business.