How to Create Zoho Books Invoice on Contact Form 7 Submission with Pabbly Connect

Learn how to automate invoice creation in Zoho Books using Pabbly Connect when a Contact Form 7 submission occurs. Follow these detailed steps to streamline your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate invoice creation in Zoho Books with every Contact Form 7 submission, you first need to access Pabbly Connect. This integration platform allows you to connect different applications effortlessly.

Visit the Pabbly Connect homepage by typing the URL in your browser. You will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 free tasks monthly.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, the dashboard will display existing workflows. To create a new workflow, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow.

• Name the workflow: ‘Create Zoho Books Invoice on Contact Form 7 Submission’.
• Select a folder for financial management.
• Click on ‘Create’ to proceed.

Once created, you will see two sections: Trigger and Action. The trigger will be set to Contact Form 7, and the action will be set to Zoho Books to create an invoice.

3. Setting Up Trigger for Contact Form 7 Submission

To begin with the automation, select Contact Form 7 as the trigger application in Pabbly Connect. You will then choose the trigger event, which should be ‘New Form Submission’. This event will initiate the workflow whenever a new form is submitted.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL to connect Contact Form 7 to Pabbly Connect. Go to your WordPress site, access the Contact Form 7 plugin, and edit your form.

• Select the ‘Webhook’ option in the form settings.
• Paste the copied webhook URL into the Webhook URL field.
• Click ‘Save’ to finalize the integration.

Now, your Contact Form 7 is successfully connected to Pabbly Connect and is ready to send submission data.

4. Creating an Invoice in Zoho Books

Once the trigger is set, the next step is to create an invoice in Zoho Books. In Pabbly Connect, select Zoho Books as the action application and choose ‘Create Sales Invoice’ as the action event. Click on ‘Connect Now’ to establish the connection.

You will need to provide your Zoho Books domain. This can be found in the URL of your Zoho Books account. After entering the domain, click ‘Save’ and authorize Pabbly Connect to access your Zoho Books account.

Input the organization name and customer details. Map the customer information dynamically from the previous step. Enter the service details and amount for the invoice.

After filling in the required details, click on ‘Save and Send Test Request’ to create the invoice. If successful, you will receive an invoice ID confirming the creation.

5. Conclusion

In this tutorial, we have demonstrated how to automate the creation of invoices in Zoho Books using Pabbly Connect with every Contact Form 7 submission. This integration streamlines your workflow, allowing you to manage client inquiries efficiently.

By following the steps outlined, you can set up this automation easily, enhancing your business process and ensuring timely invoicing for your services.