How to Create Zoho Books Invoice on Webflow Form Submission Using Pabbly Connect

Learn how to automate invoice creation in Zoho Books from Webflow form submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Zoho Books Invoicing

In this tutorial, we will explore how to use Pabbly Connect to automate the creation of invoices in Zoho Books whenever a form is submitted through Webflow. This integration simplifies the invoicing process and saves time by eliminating manual entries.

By connecting Webflow and Zoho Books through Pabbly Connect, you can ensure that every new order is automatically processed, allowing you to focus on growing your business. The automation involves setting up a trigger in Webflow and actions in Zoho Books.

2. Setting Up Pabbly Connect for Webflow and Zoho Books

To get started, access your Pabbly Connect dashboard by visiting the Pabbly website and signing in. If you’re a new user, you can sign up for a free account. Once logged in, click on the ‘Create Workflow’ button to initiate your automation process.

• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Create Zoho Books Invoice on Webflow Form Submission’.
• Select a folder for your workflow, such as ‘Automations’.

After setting up the workflow, you need to establish a trigger. Select Webflow as the trigger application and choose ‘Form Submitted’ as the trigger event. This setup allows Pabbly Connect to respond to new submissions automatically.

3. Connecting Webflow to Pabbly Connect

To connect Webflow with Pabbly Connect, you will need to generate an API token from your Webflow account. Go to your Webflow project settings, then navigate to ‘API Access’ to create a new token.

• Generate a new API token with all permissions granted.
• Copy the API token and paste it into Pabbly Connect.
• Select your Webflow site ID from the dropdown.

After entering the API token and site ID, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to capture the form submission data from Webflow, which includes customer details such as name, email, and order information.

4. Creating a Customer and Invoice in Zoho Books

Once the trigger is set up, the next step involves creating a customer in Zoho Books. Select Zoho Books as the action application in Pabbly Connect, and choose ‘Create Contact’ as the action event.

Connect your Zoho Books account to Pabbly Connect by entering your domain name. Choose your organization and set the contact type as ‘Customer’. Map the customer details from the Webflow form submission to Zoho Books fields.

After successfully creating the customer, you can proceed to create an invoice. Again, select Zoho Books as the action application and choose ‘Create Sales Invoice’ as the action event. Map the required fields such as customer ID, product name, rate, and quantity from the Webflow submission.

5. Finalizing Your Automation with Pabbly Connect

After setting up both actions in Pabbly Connect, test your workflow to ensure everything functions correctly. Submit a test order through your Webflow form and check if a new customer and invoice are created in Zoho Books.

If the test is successful, your automation is complete! You can now automatically create invoices in Zoho Books whenever a new order is submitted via Webflow.

This integration not only saves time but also helps maintain accurate records without manual effort. By using Pabbly Connect, you streamline your invoicing process, allowing you to focus on other important aspects of your business.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create Zoho Books invoices automatically from Webflow form submissions. This seamless integration enhances efficiency and accuracy in your invoicing process.