How to Create Invoice with Google Docs for BigCommerce Order Using Pabbly Connect

Learn how to create invoices automatically with Google Docs for BigCommerce orders using Pabbly Connect. This step-by-step guide covers the entire process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Creation

To create an invoice with Google Docs for a BigCommerce order, the first step is accessing Pabbly Connect. By visiting Pabbly Connect’s homepage, you can sign up for a free account or log in if you’re an existing user. This platform is essential as it allows for seamless integration between BigCommerce and Google Docs.

After logging in, you will find the dashboard where you can create workflows. This is where the automation process begins. To set up your workflow, click on the ‘Create Workflow’ option and name it appropriately, such as ‘Create Invoice in Google Docs for BigCommerce Order’.

2. Setting Up Trigger with BigCommerce

The next step in the process is to set up the trigger in Pabbly Connect. Select BigCommerce as your trigger application, and choose the ‘New Order’ event. This means that every time a new order is placed in your BigCommerce store, the trigger will activate.

• Choose BigCommerce as the trigger application.
• Select the trigger event ‘New Order’.
• Connect your BigCommerce account by entering the required API credentials.

After you have entered the necessary details, click on ‘Save & Send Test Request’ to ensure that the connection is successful. Once the test is successful, you will be ready to proceed to the next step of the workflow.

3. Retrieving Order Details from BigCommerce

Now that your trigger is set up, the next step involves retrieving the order details from BigCommerce using Pabbly Connect. You will need to add a new action step to your workflow, selecting BigCommerce again, but this time choose the action event ‘Get Order by ID’.

To do this, map the order ID received from the trigger step into the action event. This allows Pabbly Connect to retrieve all relevant details about the order, including customer information and product details. Once mapped, click on ‘Save & Send Test Request’ to confirm that the data is being pulled correctly.

• Select BigCommerce as the action application.
• Choose ‘Get Order by ID’ as the action event.
• Map the order ID from the previous step.

With the order details successfully retrieved, you are now ready to process the product information for invoice generation.

4. Transforming Data for Invoice Creation

The next step is to format the data retrieved from BigCommerce to ensure it fits the invoice template in Google Docs. In this step, you will utilize the ‘Data Transformer’ feature in Pabbly Connect. This will help you format the product details into a more structured format suitable for the invoice.

To do this, add an action step and select the ‘Data Transformer’ application. Choose the action event ‘Line Itemizer’ to convert the product data into a structured format. Once completed, you can map the transformed data into the invoice template.

Add an action step for Data Transformer. Select ‘Line Itemizer’ as the action event. Map the product details into the appropriate fields.

Once the data is transformed, you can now proceed to create the invoice using Google Docs.

5. Creating the Invoice in Google Docs

The final step in this automation process is to create the invoice in Google Docs using the formatted data. In this step, select Google Docs as the action application in Pabbly Connect and choose the action event ‘Create Document from Template’. This allows you to use a predefined template for your invoices.

Map all the necessary fields, such as customer name, email, product details, and total amount. After mapping all required fields, click on ‘Save & Send Test Request’ to generate the invoice. Once the invoice is created, you can check your Google Docs to see the newly created invoice.

Select Google Docs as the action application. Choose ‘Create Document from Template’ as the action event. Map the fields to the invoice template.

With the invoice successfully created, you have now completed the automation process. From here on, every new order placed in BigCommerce will automatically generate an invoice in Google Docs.

Conclusion

In conclusion, using Pabbly Connect to automate invoice creation in Google Docs for BigCommerce orders streamlines your workflow significantly. This tutorial walked you through accessing Pabbly Connect, setting up triggers, retrieving order details, transforming data, and creating invoices efficiently. Automating this process saves time and reduces manual errors, enhancing your business operations.