How to Create Refrens Invoice from Google Sheets Using Pabbly Connect

Learn how to automate invoice creation in Refrens from Google Sheets using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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

Accessing Pabbly Connect for Integration

To create a Refrens invoice from Google Sheets, we start by accessing Pabbly Connect. This platform allows seamless integration between various applications without any coding skills required. Begin by searching for Pabbly Connect in your browser and navigate to the landing page.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and provides you with 100 free tasks each month. If you already have an account, simply sign in to access your dashboard.

Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Refrens Invoice from Google Sheets’. Choose the appropriate folder to save your workflow, and then click on ‘Create’.

Your workflow will consist of two main components: Trigger and Action. The trigger indicates when the workflow starts, while the action represents what happens next. In this case, the trigger will be set to Google Sheets.

• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Connect your Google Sheets account with Pabbly Connect using the provided webhook URL.

Once you’ve set up your trigger, you can proceed to configure the action part of your workflow.

Configuring Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to use the webhook URL provided by Pabbly. Open your Google Sheets and navigate to the Extensions menu. Look for the Pabbly Connect VBooks extension. If you haven’t installed it yet, go to ‘Get Add-ons’ in the Extensions menu and search for Pabbly Connect VBooks.

Once installed, refresh your Google Sheets. Go back to Extensions, select Pabbly Connect VBooks, and open the Initial Setup. Here, you will paste the webhook URL you copied earlier from Pabbly Connect. Additionally, set the Trigger Column to the final data column in your sheet, which will be used to send the entire row data when populated.

• Paste the webhook URL in the designated field.
• Set the Trigger Column to the appropriate column (e.g., Column G).
• Enable the ‘Send on Event’ option to automate data transmission.

After configuring these settings, your Google Sheets will automatically send new order data to Pabbly Connect whenever data is added to the specified column.

Setting Up Refrens Invoice Creation

Once the Google Sheets integration is configured, the next step is to set up the action in Pabbly Connect. Select Refrens as your action application and choose the action event ‘Create Invoice’. Connect your Refrens account by providing the App ID and App Secret, which you can obtain from your Refrens account support team.

After connecting, you will need to enter the URL key, which is also provided by the Refrens team. Fill in the invoice title and map the fields from the Google Sheets response to the corresponding fields in the invoice creation form.

Map the invoice currency (e.g., INR for Indian Rupees). Input customer details like name and email from the Google Sheets response. Fill in billing details such as company name, country, and contact information.

Once all the required fields are mapped correctly, save your settings and send a test request to ensure that the invoice is generated successfully in your Refrens account.

Testing and Verifying Invoice Creation

After setting up your workflow in Pabbly Connect, it’s crucial to test the entire process. Go back to your Google Sheets and add a new order entry. Fill in the necessary details, including customer name, order ID, product name, amount, and currency.

Once the new order data is added, it should automatically trigger the workflow you created. Check your Refrens account to verify that the invoice was generated based on the data from Google Sheets. You should see the new invoice reflecting the details you entered.

This automated process ensures that every time you add a new order in Google Sheets, an invoice is created in Refrens without any manual intervention, showcasing the power of using Pabbly Connect for automation.

Conclusion

By following this tutorial, you can effectively create Refrens invoices from Google Sheets using Pabbly Connect. This integration streamlines your invoicing process, ensuring accuracy and saving you time. Automate your workflows today with Pabbly Connect for seamless operations.