Learn how to automate invoice creation in Simply whenever a new deal is created in Drive using Pabbly Connect. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Drive and Simply Integration

In this tutorial, we will explore how to automate invoice creation in Simply whenever a new deal is created in Drive. This integration streamlines your sales and accounting processes effectively. By using Pabbly Connect, you can set this up easily without any coding skills.

Setting up this integration allows your sales team to focus on closing deals while invoices are generated automatically. This not only saves time but also minimizes errors in your invoicing process.

2. Setting Up Pabbly Connect for Drive and Simply

To begin, navigate to the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in. Once logged in, you will see options to access various applications offered by Pabbly.

Next, create a new workflow by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Create Simply Invoices on New Drive Deals’. After naming, select a folder to save your workflow.

  • Click on ‘Create’ to proceed.
  • Select ‘Drive’ as your trigger application.
  • Choose ‘New Deal’ as the trigger event.

This setup will initiate the workflow whenever a new deal is created in Drive. Ensure you connect Drive to Pabbly Connect using your API token for seamless integration.

3. Connecting Drive to Pabbly Connect

After selecting Drive as your trigger application, you need to connect it to Pabbly Connect. Click on ‘Add New Connection’ and provide your API token, which you can find in your Drive account settings under personal preferences.

Once you have pasted the API token, click on ‘Save’. You will also need to input your company domain, which can be found in the URL of your Drive account. This step is crucial for establishing a successful connection.

  • Go to the profile icon in Drive.
  • Select ‘Personal Preferences’ and then ‘API’.
  • Copy your API key and paste it into Pabbly Connect.

After saving, test the connection by creating a new deal in Drive to ensure everything is working correctly. This will allow Pabbly Connect to receive data from Drive.

4. Creating an Invoice in Simply from Drive Data

Now that Drive is connected, the next step is to set up the action in Pabbly Connect. Select Simply as the action application and choose ‘Create Invoice’ as the action event. This will enable the automation of invoice creation based on the new deal data from Drive.

When prompted, connect Simply by allowing Pabbly Connect access to your Simply account. Once connected, you will need to fill in the required fields for the invoice. This includes mapping data from the Drive deal to the invoice fields.

Select the organization from the Drive deal. Map the deal title as the invoice description. Set the invoice amount based on the deal value.

After filling out all necessary fields, click on ‘Save and Send Test Request’. This action will create an invoice in Simply for the new deal created in Drive, completing the automation process.

5. Testing the Automation Workflow

To test the entire workflow, create a new deal in Drive. For instance, enter a contact name, organization, deal title, and amount. After saving the deal, check Simply to see if the invoice has been generated automatically.

You should see the invoice reflecting the details from the Drive deal, confirming that your integration works perfectly. This automation ensures that every new deal in Drive triggers an invoice creation in Simply without manual intervention, saving you time and effort.

With this setup, your sales and accounting processes are now seamlessly integrated, allowing for efficient management of deals and invoices. This is how you can utilize Pabbly Connect for effective automation.

Conclusion

In this blog post, we demonstrated how to automate invoice creation in Simply whenever a new deal is created in Drive. Using Pabbly Connect, this process can be set up easily, enhancing efficiency in your sales and accounting workflows.

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