Creating Refrens Invoice from Google Forms Responses Using Pabbly Connect

Learn how to automate invoice creation in Refrens from Google Forms responses using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms Integration

To create Refrens invoices from Google Forms responses, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account. Once logged in, navigate to the dashboard where you can start a new workflow.

Click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Refrens Invoice from Google Forms Responses’, and select the appropriate folder to save it. This setup is essential for organizing your automations within Pabbly Connect.

2. Establishing Google Forms Trigger in Pabbly Connect

The next step is to establish a trigger for your workflow. In this case, you will choose Google Forms as the trigger application. Select the event ‘New Response Received’ to initiate the workflow whenever a new form submission occurs.

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

After setting up the trigger, you will configure it to send data to Pabbly Connect whenever a new response is submitted. This connection ensures a seamless flow of information from Google Forms to your invoicing system.

3. Connecting Google Sheets with Pabbly Connect

To capture the Google Forms responses, you need to connect Google Sheets to Pabbly Connect. All responses from Google Forms are automatically added to a Google Sheet, which acts as a database for your orders.

To set this up, go to your Google Sheet, click on Extensions, and find the Pabbly Connect add-on. If you haven’t installed it yet, search for ‘Pabbly Connect’ in the Google Workspace Marketplace and install it. Once installed, open the add-on and set up the initial configuration using the webhook URL you copied earlier.

• Paste the webhook URL into the Pabbly extension in Google Sheets.
• Specify the trigger column for data submission.
• Enable the send-on-event feature to automate data transfer.

This setup allows Pabbly Connect to receive new data from Google Sheets, ensuring that every form submission is processed automatically.

4. Creating Invoices in Refrens Using Pabbly Connect

With the trigger and Google Sheets connected, the next step is to create invoices in Refrens. In this section, you will set up the action step in Pabbly Connect to generate an invoice based on the Google Forms data received.

Select Refrens as your action application and choose the ‘Create Invoice’ action event. You will then need to connect your Refrens account to Pabbly Connect using your app ID and secret key provided by Refrens support.

Map the customer details from Google Forms responses. Set the invoice title and currency. Include item details such as product name, rate, and quantity.

This setup ensures that every new order captured through Google Forms is automatically transformed into a professional invoice in Refrens, streamlining your billing process.

5. Summary of Automation Using Pabbly Connect

In this tutorial, you learned how to automate the creation of Refrens invoices from Google Forms responses using Pabbly Connect. By establishing a trigger with Google Forms and connecting it to Google Sheets, you can efficiently capture and process order data.

With the action step configured in Pabbly Connect, every new form submission will generate an invoice in Refrens. This process saves time and reduces manual errors, allowing you to focus on your business.

By following these steps, you can replicate this automation for your own invoicing needs, ensuring a seamless workflow between Google Forms and Refrens.

Conclusion

Using Pabbly Connect, you can easily create Refrens invoices from Google Forms responses. This automation streamlines your invoicing process, saving you time and effort while ensuring accuracy.