How to Create Xero Quote for Google Forms Submission | Google Forms Xero Integration

Learn how to integrate Google Forms with Xero using Pabbly Connect to automate quote creation for submissions. Follow our step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Google Forms and Xero Integration

To start automating your workflow, first access Pabbly Connect by visiting the homepage. You can do this by typing the URL in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. After creating your account, you will receive 100 free tasks every month to explore the features of Pabbly Connect. Existing users can simply sign in to access their dashboard and start creating workflows.

Creating a Workflow in Pabbly Connect

Once logged in, you can create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ option located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name; enter ‘Create Xero Quotes for Google Form Submission’.

Select the appropriate folder to save your workflow, then click ‘Create’. You will see two windows open: one for the trigger and one for the action. Here, you will set Google Forms as the trigger application and Xero as the action application.

Setting Up Google Forms as Trigger in Pabbly Connect

In this step, you will define Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the list of applications and choose ‘New Response Received’ as the trigger event. This means that every time a new form is submitted, the workflow will trigger.

After selecting the trigger event, a webhook URL will be provided. This URL will connect Google Forms with Pabbly Connect. Copy the URL and navigate to your Google Forms to set up the integration. Go to the responses section and select ‘View in Sheets’ to link your form responses to a Google Sheet.

• Copy the webhook URL from Pabbly Connect.
• Open Google Sheets and click on Extensions, then on Add-ons.
• Search for and install the Pabbly Connect Webhooks add-on.

Once installed, refresh the page and set up the initial configuration by entering the copied webhook URL. This setup allows the Google Sheets to send data to Pabbly Connect whenever a form is submitted.

Searching Xero Contact Based on Form Submission

After successfully capturing the Google Form response in Pabbly Connect, the next step is to search for the contact in Xero. Add an action step and select Xero as the application. Choose ‘Search Contact by Email or Account Number’ as the action event.

Connect your Xero account to Pabbly Connect by allowing permission for access. Once connected, you will need to specify the search parameter, which in this case will be the email address obtained from the Google Form response.

• Select the organization name (tenant) already configured.
• Map the email address from the previous Google Form response.
• Click on ‘Save and Send Test Request’ to verify if the contact exists.

If the contact ID is returned successfully, this indicates that the contact exists in Xero, allowing the workflow to proceed to the next step of creating a quote.

Creating a Quote in Xero Using Pabbly Connect

Now that you have confirmed the contact exists, you can proceed to create a quote in Xero. Add another action step in your workflow and select Xero again, this time choosing ‘Create New Quote Draft’ as the action event. using Pabbly Connect

Once connected to Xero, you will need to map various fields to create the quote. This includes entering the contact ID, contact name, and the product details received from the Google Form response. Make sure to format the date correctly as per Xero’s requirements.

Map the contact ID and name from the previous response. Enter the product name and pricing details. Click ‘Save and Send Test Request’ to create the quote.

If successful, you will receive a response confirming that the quote has been created in Xero, and you can verify this by checking your Xero account.

Conclusion

In this tutorial, we explored how to integrate Google Forms with Xero using Pabbly Connect. By following the detailed steps, you can automate the process of creating quotes based on form submissions, ensuring efficiency and accuracy in your workflow.

Utilizing Pabbly Connect allows for seamless automation between various applications, enhancing productivity and streamlining your business processes.