Learn how to integrate Automation, URL, PHP, and more using Make. Follow this detailed tutorial for seamless invoice creation and management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation for Invoice Creation

Automation is key for streamlining processes, especially when creating invoices. In this section, we will set up an automation that generates invoices in Zero for each submission made through a Paper form.

To begin, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. Name the workflow ‘Create Zero Invoice on Paper Form Submission’ and select an appropriate folder for financial management.

2. Defining Trigger and Action in Automation

In this step, we will define the trigger and action in our automation workflow. The trigger will be the submission of the Paper form, and the action will be creating an invoice in Zero.

  • Select ‘Paper Form’ as the trigger application.
  • Choose ‘New Form Submission’ as the trigger event.
  • Copy the webhook URL provided for integration.

After copying the webhook URL, go to your Paper form account and edit the specific form you want to connect. In the integrations section, paste the webhook URL and select ‘New Submission’ as the trigger event. This step ensures that every time a form is submitted, the data will be sent to Pabbly Connect.

3. Testing the Integration with Paper Form

Once the trigger is set, it’s crucial to test the integration to ensure everything is working correctly. After setting the webhook in your Paper form, submit a test entry.

Return to Pabbly Connect and check for the response from the webhook. You should see the details of the submission captured, including the student’s name, email, and phone number. This confirms that the connection between Paper form and Pabbly Connect is successful.

4. Creating Invoice in Zero from Paper Form Submission

Now that we have confirmed the trigger works, we can set up the action to create an invoice in Zero. Select Zero as your action application and choose the action event ‘Create Invoice’.

To connect Zero with Pabbly Connect, click on ‘Add New Connection’ and authorize the connection. Once connected, you can start mapping the fields from the Paper form submission to the invoice fields in Zero. Ensure to map the student’s name, email, and course details accurately.

  • Select the organization in Zero.
  • Map the name and email from the previous response.
  • Set the invoice status to draft and fill in the line item description.

After filling in the necessary details, click on ‘Save and Send Test Request’. This will create the invoice in Zero for the submitted form.

5. Final Testing and Automation Confirmation

With the invoice creation process in place, it’s time to test the entire automation. Submit another test entry through the Paper form to see if a new invoice is created in Zero.

After submitting the form, check your Zero account under the invoices section. You should see a new draft invoice created automatically for the latest submission. This confirms that the automation is functioning correctly, linking Paper form submissions to invoice generation in Zero.

By following these steps, you can set up a seamless integration between Pabbly Connect, Paper form, and Zero for efficient financial management, allowing you to automate invoice creation without any manual effort.

Conclusion

In this tutorial, we explored how to integrate Automation, URL, and PHP using Make to streamline invoice creation. By following these steps, you can automate your financial management processes effectively.

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