How to Create Wave Invoice on Paperform Submission with Pabbly Connect

Learn how to automate Wave invoice creation from Paperform submissions using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Wave Invoice Creation

To create a Wave invoice from Paperform submissions, we will be using Pabbly Connect. First, access the Pabbly Connect website and log into your account. If you are a new user, sign up for a free account to get started.

Once logged in, you will see all available apps. Click on the Pabbly Connect option to access the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Create Wave Invoice on Paperform Submission,’ and select a folder to save it in.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select Paperform as the trigger application. Choose the event as ‘New Form Submission.’ This setup allows Pabbly Connect to capture data whenever a new form is submitted in Paperform.

• Select Paperform as the application.
• Choose ‘New Form Submission’ as the event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Paperform account, go to the form settings, and add the copied webhook URL under the integrations section. This connection enables Pabbly Connect to receive form submission data automatically.

3. Testing the Integration with Pabbly Connect

After setting up the trigger, it’s essential to test the integration. Go back to your Paperform and submit a test form. This submission should contain details like the client’s name, email, and the service they are interested in.

Once the test submission is successful, check Pabbly Connect to ensure it has captured the response correctly. You will see the details from the form submission, confirming that the connection between Paperform and Pabbly Connect is working.

4. Setting Up the Action to Create Invoice in Wave

Now that the trigger is functioning, the next step is to set up the action in Pabbly Connect. Select Wave as the action application and choose the event as ‘Create Invoice.’ This allows Pabbly Connect to create an invoice in your Wave account based on the submitted form data.

Before creating the invoice, you need to check if the client is an existing customer in Wave. Use the action event ‘Get Customer by Email’ to verify this. If the customer exists, proceed to create the invoice; if not, create a new customer first.

• Select Wave as the action application.
• Choose ‘Get Customer by Email’ as the action event.
• Map the client’s email from the previous step.

After confirming the customer details, proceed to create the invoice by providing the necessary details like item description, price, and due date. This seamless integration showcases how Pabbly Connect automates the workflow between Paperform and Wave effectively.

5. Finalizing the Invoice Creation in Wave

Once the action setup is complete, finalize the invoice creation process in Wave. If the customer was newly created, ensure all required details are mapped correctly, such as the service selected during the Paperform submission.

After filling in the necessary details, click on ‘Save and Send Test Request’ to create the invoice. Check your Wave account to confirm that the invoice has been generated successfully. You should see the invoice details reflecting the client’s information and the selected service.

This entire process demonstrates the power of Pabbly Connect in automating workflows between Paperform and Wave. Every time a new form is submitted, an invoice is created automatically, saving time and ensuring accuracy in billing.

Conclusion

In this tutorial, we explored how to create a Wave invoice from Paperform submissions using Pabbly Connect. This integration streamlines the workflow, allowing for efficient invoice management and client service delivery. Automating this process with Pabbly Connect enhances productivity and reduces manual errors.