Integrating Elementor with Zoho Books Using Pabbly Connect

Learn how to automate invoice creation in Zoho Books from Elementor form submissions using Pabbly Connect. Step-by-step 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 begin the integration process, first access Pabbly Connect by navigating to its website. You can either sign in if you already have an account or create a new one by clicking the ‘Sign Up for Free’ button.

Upon signing in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow. This is essential for connecting your Elementor form with Zoho Books to automate invoice creation.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A new window will pop up, prompting you to name your workflow. Name it according to your objective, such as ‘Create Zoho Books Invoice on Elementor Form Submission’.

• Select a folder to save your workflow.
• Click ‘Create’ to proceed.

This takes you to the workflow setup page where you will define the trigger and action for your integration. The trigger will be the event that initiates the workflow.

3. Setting Up the Trigger with Elementor

In this step, you will set up the trigger for your workflow using Pabbly Connect. Search for the trigger application, which in this case is Elementor, and select it.

Choose the trigger event as ‘New Form Submission’. This means that every time a new form is submitted through Elementor, it will trigger the workflow. You will then connect Elementor with Pabbly Connect using a webhook URL provided in the setup process.

4. Connecting the Elementor Form to Pabbly Connect

Next, go to your Elementor account where you have created the registration form. Click on the pencil icon to edit the form. Scroll down to ‘Actions After Submit’ and add a new action by selecting ‘Webhook’.

• Paste the webhook URL copied from Pabbly Connect.
• Save the changes and publish the form.

This connection allows every new form submission to send data to Pabbly Connect, which will then process it to create an invoice in Zoho Books.

5. Creating an Invoice in Zoho Books

After receiving the form submission details in Pabbly Connect, the next step is to create an invoice in Zoho Books. Search for the action application, which is Zoho Books, and select it.

Choose the action event as ‘Create Sales Invoice’. You will need to map the details from the Elementor form submission to the invoice fields in Zoho Books. This includes customer information, course name, and amount.

Finally, test the setup by submitting a new form entry. Once the form is submitted, check Zoho Books to confirm that the invoice has been created successfully based on the details provided in the Elementor form.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to seamlessly integrate Elementor and Zoho Books for automatic invoice creation. By following these steps, you can enhance your workflow and save time on manual invoicing.