Integrate JotForm and Wave Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate invoice creation in Wave from JotForm submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating JotForm with Wave, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, navigate to the dashboard. Here, you will see options to create new workflows. Click on the ‘Create Workflow’ button to initiate the setup process. This is where the integration magic happens, connecting JotForm and Wave through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow that links JotForm submissions to Wave invoices. Start by naming your workflow, for instance, ‘Create Wave Invoice on JotForm Submission.’ This helps in identifying the workflow later.

• Click on the ‘Create Workflow’ button.
• Select the folder where you want to save this workflow.
• Choose JotForm as the trigger application.

After setting the trigger application, you need to select the trigger event, which will be ‘New Response’ from JotForm. This event will activate every time a new form submission occurs. By using Pabbly Connect, you ensure that each submission is automatically processed to create an invoice in Wave.

3. Connecting JotForm to Pabbly Connect

Now, it’s time to connect JotForm to your workflow using the webhook URL provided by Pabbly Connect. This URL acts as a bridge between JotForm and Pabbly Connect.

To do this, copy the webhook URL from Pabbly Connect and go to your JotForm account. Open the form you want to connect, navigate to the Settings tab, and select Integrations. Search for Webhooks and paste the copied URL there. Complete the integration to establish the connection.

4. Setting Up Wave for Invoice Creation

After connecting JotForm, the next step is to set up Wave in your Pabbly Connect workflow. Select Wave as the action application and choose the action event as ‘Create Invoice’. This action will execute after a JotForm submission is received.

To create an invoice, you must map the relevant fields from the JotForm submission response to the invoice fields in Wave. This includes customer details such as name, email, product name, and quantity. Using Pabbly Connect, ensure that all details are accurately mapped to facilitate seamless invoice creation.

• Map customer email from JotForm to Wave.
• Map product details including quantity and price.
• Ensure the invoice title is set correctly.

By carefully mapping these fields in Pabbly Connect, you ensure that invoices are generated with the correct information directly from JotForm submissions.

5. Testing and Verifying the Integration

Once everything is set up, it’s essential to test the integration. Submit a test order through your JotForm to see if the invoice is created in Wave as expected. Check the invoices section in your Wave account to verify that the new invoice appears with the correct details.

If the invoice is created successfully, your integration is working correctly. If not, revisit your workflow in Pabbly Connect to troubleshoot any mapping issues or connection problems. This testing phase is crucial for ensuring that your automation is reliable and effective.

Conclusion

In this tutorial, we explored how to automate the creation of Wave invoices from JotForm submissions using Pabbly Connect. By following the outlined steps, you can streamline your invoicing process and enhance efficiency. This integration not only saves time but also reduces the chances of errors in manual data entry.