How to Create Refrens Invoice from Google Sheets Using Pabbly Connect

Learn how to create a Refrens invoice from Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration and automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Creation

To create a Refrens invoice from Google Sheets, you must first access Pabbly Connect. This platform allows you to set up automation for your invoicing process. Begin by visiting the Pabbly Connect website, where you can either sign in or sign up for a free account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow, which will serve as the foundation for connecting Google Sheets with Refrens. This is essential for automating your invoice generation process.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, click on the ‘Create Workflow’ button to initiate a new project. You will need to name your workflow appropriately, such as ‘Create Refrens Invoice from Google Sheets.’ This helps in identifying the purpose of the workflow later.

• Select the folder where you want to save your workflow.
• Choose Google Sheets as your trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row.’

By doing this, you establish the necessary connection to monitor changes in your Google Sheets, which will automatically trigger the invoice creation process in Refrens through Pabbly Connect.

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to use a webhook URL provided by the platform. Copy this URL, and head over to your Google Sheets account to set up the necessary integration.

In Google Sheets, go to the Extensions menu and install the Pabbly Connect VBooks extension if you haven’t done so already. After installation, refresh the spreadsheet and navigate back to the Pabbly Connect VBooks extension to complete the initial setup.

• Paste the copied webhook URL in the designated field.
• Set the trigger column to the column that will indicate a new order.
• Click on ‘Send Test’ to ensure the connection is working.

Once these steps are completed, you will have established a successful link between Google Sheets and Pabbly Connect, enabling the automation of your invoicing process.

4. Setting Up Invoice Creation in Refrens

With the Google Sheets connection established, the next step is to set up the action in Pabbly Connect for creating an invoice in Refrens. Choose Refrens as your action application and select the ‘Create Invoice’ event.

To connect Refrens with Pabbly Connect, you will need to provide your Refrens App ID and App Secret. These credentials can be obtained by contacting the Refrens support team. After entering these details, proceed to fill in the necessary fields for the invoice creation.

Map the currency, customer name, and email from the Google Sheets response. Enter your company details such as name and email. Fill in the item details including name, rate, and quantity.

This setup ensures that every time a new order is added to your Google Sheets, an invoice is generated in Refrens using the details provided, all facilitated through Pabbly Connect.

5. Testing and Verifying the Integration

After completing the setup, it’s crucial to test the integration to ensure everything works as expected. Go back to your Google Sheets and add a new order. The details should automatically populate in Refrens, creating a new invoice.

Check your Refrens account under the invoices section to verify that the new invoice has been generated correctly. This confirms that the integration between Google Sheets and Refrens via Pabbly Connect is functioning seamlessly.

If any issues arise, review your workflow settings in Pabbly Connect to ensure all fields are correctly mapped and that the webhook URL is properly configured. Once confirmed, you can rely on this automation for your invoicing needs.

Conclusion

This tutorial demonstrates how to create a Refrens invoice from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your invoicing process efficiently and effectively.