Learn how to integrate Trigger with P Connect Now Using Pabbly Connect to automate invoice creation in Zoho Books from Google Form submissions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Trigger with Google Forms and P Connect Now

Trigger is essential for automating processes in this integration. To begin, you will need to connect Google Forms with P Connect Now. This allows you to create invoices automatically in Zoho Books upon receiving new form submissions.

Start by logging into your P Connect Now account. Click on the ‘Create Workflow’ button to initiate a new workflow. Enter a name for your workflow, such as ‘Create Zoho Books Invoice on Google Form Submission.’ Next, select the folder where you want to save this workflow.

Configuring Google Forms to Work with P Connect Now

To connect Google Forms to P Connect Now, you will first need to set up the trigger event. Search for Google Forms within the trigger application options and select it. Choose ‘New Response Received’ as the trigger event.

After selecting the trigger event, copy the webhook URL provided by P Connect Now. This URL will serve as a bridge between Google Forms and your P Connect Now workflow. Now, navigate to your Google Form and link it to a Google Sheet where responses will be recorded.

  • Open your Google Sheet linked with the Google Form.
  • Go to Extensions and select P Connect Now.
  • Set up the initial connection by pasting the copied webhook URL.

Once the Google Sheet is configured, every new form submission will automatically populate a new row in the sheet. This data will be sent to P Connect Now for further processing.

Creating Invoices in Zoho Books Automatically

With the trigger set up, the next step involves creating invoices in Zoho Books. In your P Connect Now workflow, add an action step and select Zoho Books as the application. Choose ‘Create Invoice’ as your action event.

To connect Zoho Books with P Connect Now, you will need to provide your Zoho domain name. Once connected, you can map the necessary fields such as customer name, email, and product details directly from the Google Form responses.

  • Map the customer name from the Google Form response to the invoice.
  • Specify the product details and quantity based on the form submission.
  • Set the invoice status to draft or finalized as per your requirement.

This setup ensures that every new order placed through Google Forms results in an automatically generated invoice in Zoho Books, streamlining your invoicing process significantly.

Finalizing the Integration and Testing

After mapping all necessary fields, review your workflow in P Connect Now. Ensure that the trigger and actions are correctly configured. To test the integration, submit a new order through your Google Form.

Upon submission, check your Google Sheet to confirm that the response has been recorded. Then, verify in P Connect Now that the new invoice has been created in Zoho Books with the correct details from the form submission.

By following these steps, you will have successfully integrated Trigger with P Connect Now to automate the creation of invoices in Zoho Books. This process not only saves time but also minimizes errors in manual entry.

Conclusion

In conclusion, integrating Trigger with P Connect Now allows you to automate the invoice creation process in Zoho Books using Google Forms submissions. This setup enhances efficiency and accuracy in managing orders, making it a valuable tool for businesses.

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