How to Create Zoho Books Invoice on Tally Forms Submission Using Pabbly Connect

Learn how to automate invoice creation in Zoho Books from Tally Forms submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho Books invoice automatically from Tally Forms submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a new account. This platform allows seamless integration between various applications, including Tally Forms and Zoho Books.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. This name should reflect the integration you are creating, such as ‘Create Zoho Books Invoice on Tally Form Submission.’ After naming your workflow, click on the ‘Create’ button to proceed.

2. Setting Up Tally Forms as the Trigger in Pabbly Connect

In this step, you will set up Tally Forms as the trigger application in Pabbly Connect. Select Tally from the list of apps and choose the trigger event as ‘New Response Captured.’ This event will initiate the workflow every time a new form submission is made.

• Select Tally as the trigger application.
• Choose the trigger event: New Response Captured.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, log into your Tally account, navigate to the form you want to connect, and go to the Integrations section. Here, find the Webhooks option and paste the copied URL into the endpoint URL field. Click on the connect button to establish the link between Tally Forms and Pabbly Connect.

3. Capturing Test Submission in Pabbly Connect

After connecting Tally Forms to Pabbly Connect, you need to capture a test submission. Open the shared link of your Tally Form and fill in the required details. Once you submit the form, Pabbly Connect will capture this response as a test data.

• Fill in the form details such as name, email, and course interested.
• Submit the form to trigger the webhook.
• Check Pabbly Connect for captured response data.

Once the form is submitted, return to your Pabbly Connect dashboard. You should see the captured response with all the details you entered. This confirms that the trigger is working correctly, and Pabbly Connect is ready to process the data.

4. Creating Zoho Books Invoice Using Pabbly Connect

Now that you have captured the test submission, it’s time to create the invoice in Zoho Books. In this step, select Zoho Books as the action application in Pabbly Connect. Choose the action event as ‘Create Sales Invoice.’ This will allow you to generate an invoice based on the details received from Tally Forms.

Select Zoho Books as the action application. Choose the action event: Create Sales Invoice. Map the customer details from the Tally Forms response.

Connect your Zoho Books account by providing the necessary permissions. Once connected, you will need to map fields such as customer name, email, and course details from the Tally Forms response. This ensures that the invoice reflects the correct information for each submission. After mapping all required fields, click on ‘Save and Send Test Request’ to create the invoice.

5. Automating Invoice Creation with Pabbly Connect

With the integration set up, every time a new response is received in Tally Forms, Pabbly Connect will automatically create an invoice in Zoho Books. This automation eliminates the need for manual entry, streamlining your invoicing process significantly.

As a result, you can focus on other important tasks while Pabbly Connect handles the invoicing in the background. This integration not only saves time but also reduces the risk of errors associated with manual data entry.

In summary, using Pabbly Connect to connect Tally Forms and Zoho Books allows for efficient automation of invoice creation. This integration is perfect for businesses looking to optimize their workflows and improve productivity.

Conclusion

This tutorial demonstrated how to automate the creation of Zoho Books invoices using Tally Forms submissions via Pabbly Connect. By following the steps outlined, you can streamline your invoicing process and enhance your business efficiency.