Integrate Paper Form with Zoho Books Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate invoice creation in Zoho Books from Paper Form submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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

1. Accessing Pabbly Connect for Integration

To start integrating Paper Form with Zoho Books, you’ll first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Begin by signing in to your Pabbly Connect account. If you’re new, you can sign up for free and enjoy 100 tasks each month.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you’ll see various applications available for integration. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow within Pabbly Connect. Click on the “Create Workflow” button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow and select a folder.

• Name your workflow: ‘Create Zoho Books Invoice on Paper Form Submission’.
• Select the folder where you want to save this workflow.

After entering the workflow name and selecting the folder, click on the ‘Create’ button. This will set up your workflow, ready for the trigger and action steps.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. For the trigger application, select ‘Paper Form’. This allows Pabbly Connect to capture responses from your form submissions.

Choose the trigger event as ‘New Form Submission’. Once selected, Pabbly Connect will provide you with a webhook URL. You need to copy this URL to connect it to your Paper Form.

• Open your Paper Form and go to the ‘After Submissions’ settings.
• Select ‘Integrations’ and then ‘Webhooks’.
• Paste the copied webhook URL and set the trigger event to ‘New Submission’.

Click the ‘Create’ button to add the webhook. This connects your Paper Form with Pabbly Connect, allowing it to capture the form submission data.

4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, you need to define the action in Pabbly Connect. Choose ‘Zoho Books’ as the action application. This allows you to create an invoice based on the captured form submissions.

Select the action event as ‘Create Sales Invoice’. Click on the connect button to establish a connection between Pabbly Connect and your Zoho Books account. You’ll need to provide your Zoho Books domain name, which can be found in your account URL.

Authorize Pabbly Connect to access your Zoho Books account. Select the organization where you want to create the invoice. Map the customer details from the form submission.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button to create the invoice. This action will automate the invoicing process based on the student registration.

5. Testing the Integration in Pabbly Connect

Once everything is set up, it’s time to test the integration. Perform a test submission on your Paper Form to ensure that Pabbly Connect captures the submission correctly. After submitting the form, check the Pabbly Connect dashboard to see if the response is recorded.

If the test is successful, you should see the captured data in Pabbly Connect. This confirms that your Paper Form is now connected and functioning correctly with Zoho Books.

To finalize, ensure that invoices are being created in Zoho Books for each submission. This will streamline your invoicing process and save you significant time.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating invoices in Zoho Books from Paper Form submissions. By following these steps, you can save time and reduce errors in your invoicing workflow.