Generate Invoices Automatically Using Stripe with Pabbly Connect and Google Sheets

Learn how to generate invoices automatically using Stripe and Google Sheets with Pabbly Connect. Follow our step-by-step tutorial 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

Accessing Pabbly Connect for Invoice Generation

To generate invoices automatically using Stripe, the first step is to access Pabbly Connect. This platform facilitates the integration between Google Sheets and Stripe, allowing you to automate invoice creation. Start by navigating to the Pabbly Connect website and either sign in or create a free account.

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for generating invoices. Click on the ‘Create Workflow’ button and name it ‘Generate Invoices Automatically Using Stripe’. Select a folder to save your workflow and proceed to set up the trigger and action.

Setting Up Google Sheets Trigger in Pabbly Connect

In this section, you will set up the Google Sheets trigger within Pabbly Connect. The trigger event will be configured to activate whenever a new or updated spreadsheet row is detected. Select Google Sheets as your trigger application.

• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheet and go to Extensions > Add-ons > Get Add-ons to install the Pabbly Connect Webhook add-on.

After installing, access the Pabbly Connect Webhook settings in your Google Sheet. Paste the copied webhook URL into the designated field and specify the trigger column, which should be the final data column (e.g., Column F). Once configured, click on ‘Send Test’ to ensure the connection is established successfully.

Formatting Amount and Creating Invoice Item in Stripe

With the Google Sheets trigger set up, the next step involves formatting the amount and creating an invoice item using Pabbly Connect. First, add an action step to perform a math operation to format the amount for Stripe. Select the ‘Number Format’ action and set the operation to multiply the amount by 100.

• Map the amount from the Google Sheets response.
• Set the operation to ‘Multiply’.
• Save the action and test the request to ensure it works correctly.

Next, add another action step to create an invoice item in Stripe. Select Stripe as the action application and choose the event ‘Create Invoice Item with Price Object’. Connect your Stripe account using the API key, which you can find in your Stripe developer settings under API keys.

Finalizing Invoice Creation in Stripe

In the final step, you will create the actual invoice in Stripe using the data processed through Pabbly Connect. After setting up the invoice item, add another action step and select ‘Create Invoice’ as the action event in Stripe. Ensure you are connected to your Stripe account.

Fill in the required fields using mapped data from your Google Sheet and the previous action steps. For the customer ID, product name, and amount, ensure that you are using the correct mapping to pull data from the Google Sheets response. Once all fields are filled, click on ‘Save and Send Test Request’ to generate the invoice.

Upon successful creation, you will receive a confirmation response from Stripe, indicating that the invoice has been created. You can then check your Stripe account to verify that the invoice has been generated correctly.

Conclusion

By following these steps, you can easily generate invoices automatically using Stripe and Google Sheets with Pabbly Connect. This integration streamlines your invoicing process, saving time and reducing manual errors. Automate your workflows with Pabbly Connect for efficient invoice management.