How to Create Wave Invoice on Elementor Form Submission Using Pabbly Connect

Learn how to automate Wave invoice creation from Elementor form submissions using Pabbly Connect with this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of creating Wave invoices from Elementor form submissions, the first step is to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Once you are on the Pabbly Connect website, you need to sign in to your account. If you are a new user, you can sign up for free and utilize 100 free tasks each month. After logging in, you will see the dashboard where all your applications are listed.

2. Creating a Workflow in Pabbly Connect

To set up the integration, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear where you can name your workflow, such as ‘Create Wave Invoice on Elementor Form Submission’.

• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is an event that starts the automation, while the action is the result of that trigger. In this case, we will set Elementor as the trigger application.

3. Setting Up the Trigger for Elementor Form Submission

The next step involves configuring the trigger in Pabbly Connect. Select Elementor as the trigger application and choose ‘New Form Submission’ as the trigger event. This setup allows Pabbly Connect to capture form submissions made through Elementor.

Once you select the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect your Elementor form to Pabbly Connect. Now, navigate to the Elementor form you created for order inquiries.

• Open the form settings in Elementor.
• Select the ‘Actions After Submit’ option and add a new action as ‘Webhook’.
• Paste the copied webhook URL into the designated field.

After saving these changes, your Elementor form will be successfully connected to Pabbly Connect, allowing it to capture submissions automatically.

4. Testing the Integration with Pabbly Connect

With the trigger set up, it’s time to test the integration. Go back to your Pabbly Connect workflow and click on the ‘Test’ button to initiate a test form submission. Fill out the Elementor form with dummy data, ensuring you include all required fields like name, email, address, product, and quantity.

Once you submit the form, check Pabbly Connect to see if it captures the response. If successful, you will see the captured data displayed in the workflow. This confirms that the connection between Elementor and Pabbly Connect is working correctly.

Verify that the captured response includes all the details you submitted. If the data is captured correctly, proceed to the next step of creating an invoice in Wave.

Testing ensures that the integration is functioning as expected, allowing for seamless invoice generation.

5. Creating an Invoice in Wave Using Pabbly Connect

Now that the integration is tested, you can proceed to create invoices in Wave. For this, select Wave as the action application in Pabbly Connect. Choose the action event as ‘Create Invoice’. This allows you to automate the invoice creation process based on the form submissions from Elementor.

In the setup, map the necessary fields such as customer ID, product description, item price, and quantity from the previous steps. This mapping is crucial as it ensures that the correct data from the form submission is used to create the invoice.

Map the customer ID from the previous response. Provide the item description and price based on the product selected in the form. Set the invoice status and currency as required.

After filling in all the required details, click on the ‘Save and Send Test Request’ button to create the invoice. If everything is set up correctly, you will receive a positive response, confirming that the invoice has been created in your Wave account.

Conclusion

In this tutorial, we explored how to automate the creation of Wave invoices from Elementor form submissions using Pabbly Connect. By setting up a workflow, configuring triggers, and mapping data, you can streamline your invoicing process efficiently. This integration not only saves time but also reduces manual errors.