How to Create QuickBooks Invoice on Contact Form 7 Submission | Pabbly Connect Tutorial

Learn how to automate QuickBooks invoice creation from Contact Form 7 submissions using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create QuickBooks invoices on Contact Form 7 submissions, start by accessing Pabbly Connect. This platform allows seamless integration between various applications.

First, navigate to the Pabbly Connect website. If you are a new user, sign up for a free account to get started. Existing users can simply log in to their accounts. Once logged in, you will see the dashboard with all available applications.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the invoice creation process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Enter the workflow name: ‘Create QuickBooks Invoice on Contact Form 7 Submission’.
• Select a folder to save your workflow, such as ‘QuickBooks Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger section is where you will define what event will start the workflow, while the Action section will define what happens as a result of that event.

3. Setting Up the Trigger for Contact Form 7

Now, set up the trigger in Pabbly Connect by selecting the application as ‘Contact Form 7’. The specific event you want to capture is ‘New Form Submission’. This ensures that every time a student submits a form, it will trigger the workflow.

Once you select the trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Contact Form 7 to Pabbly Connect.

• Log into your WordPress account and navigate to the Contact Form 7 plugin.
• Edit the form you want to connect and go to the Webhooks section.
• Paste the copied webhook URL and save the changes.

After saving, you can test the connection by submitting a form. This will confirm if the integration between Contact Form 7 and Pabbly Connect is successful.

4. Creating an Invoice in QuickBooks

With the trigger set up, the next step is to create an invoice in QuickBooks through Pabbly Connect. You will need to set up an Action step to do this. Select ‘QuickBooks’ as the action application and choose ‘Create Customer’ as the action event.

After connecting QuickBooks, map the customer data from the previous step. This includes the customer’s name, email, and phone number. Ensure that the data is correctly mapped so that QuickBooks can create a customer profile based on the form submission.

Map the full name using the first name and last name fields from the previous response. Select the currency as INR (Indian Rupees). Click ‘Save and Send Test Request’ to test if the customer is created successfully.

If successful, you will see a confirmation message in Pabbly Connect, indicating that the customer has been added to QuickBooks.

5. Finalizing the Invoice Creation Process

After creating the customer, the next step is to create an invoice for that customer in QuickBooks using Pabbly Connect. Add another action step and select ‘QuickBooks’ again, this time choosing ‘Create Invoice’ as the action event.

Map the required fields for the invoice, including the customer ID, email, and service details. Ensure you set the due date and the line item details correctly. This will allow QuickBooks to generate an accurate invoice based on the student’s choice of course.

Use the mapped customer ID from the previous action step. Set the due date according to your business needs. Click ‘Save and Send Test Request’ to finalize the invoice creation.

Once the invoice is created, you can check your QuickBooks account to verify that the invoice appears correctly, confirming that the integration via Pabbly Connect is working seamlessly.

Conclusion

In this tutorial, we explored how to create QuickBooks invoices automatically from Contact Form 7 submissions using Pabbly Connect. This process significantly streamlines the workflow for managing student inquiries and invoices.

By following these steps, you can enhance your operational efficiency, reduce manual entry errors, and improve the overall experience for students enrolling in your courses.