Automate Invoice Creation in Wave with Elementor Forms Using Pabbly Connect

Learn how to automatically create invoices in Wave when a form is submitted via Elementor using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect Integration with Elementor and Wave

To start automating the process of creating invoices in Wave whenever a form is submitted via Elementor, we will utilize Pabbly Connect. This platform allows seamless integration between various applications without requiring any coding skills. In this tutorial, we will guide you through the steps to set up this integration effectively.

The first step involves accessing Pabbly Connect. Go to the Pabbly website and navigate to the Pabbly Connect section. If you are a new user, you can sign up for free and get started with 100 tasks every month. Existing users can simply log in to their account.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Here, click on the plus sign to create a new workflow. Name your workflow something like ‘Elementor Forms to Wave Integration’ to keep it organized. This workflow will capture the form submissions from Elementor and automate the invoice creation process in Wave.

In the workflow setup, you will see a trigger window and an action window. The trigger event will be the form submission from Elementor. Select ‘Elementor Forms’ as the application and choose ‘New Form Submission’ as the trigger event. After this, you will receive a webhook URL that you will need to set up in your Elementor form. Follow the steps below to complete this setup:

• Copy the webhook URL provided by Pabbly Connect.
• Go to your WordPress dashboard and edit the page containing your Elementor form.
• In Elementor, find the ‘Actions After Submit’ section and add the webhook action.
• Paste the copied webhook URL and save the changes.

Now your Elementor form is set up to send data to Pabbly Connect whenever a submission occurs.

3. Testing the Integration

With the webhook set up, you can now test the integration. Fill out the Elementor form to simulate a submission. For this example, enter a first name, last name, email address, product unit price, and quantity. Once submitted, Pabbly Connect will capture this data and show it in the response section of the workflow.

After the test submission, return to Pabbly Connect to see the captured data. You will see all the details related to the customer, including their name, email, unit price, and quantity. This confirms that the integration is working correctly and that Pabbly Connect is successfully receiving the data from Elementor.

4. Creating Invoices in Wave

Now that the data is captured, the next step is to create an invoice in Wave. First, you need to add an action step in Pabbly Connect to format the date for the invoice. Select ‘Date and Time Formatter’ and choose ‘Current Date’ as the action event. This will help you capture the invoice date needed for Wave.

After formatting the date, add another action step to check if the customer already exists in Wave. Choose ‘Wave’ as the application and select ‘Get Customer by Email’ as the action event. Connect your Wave account and map the customer email from the Elementor form submission to check for existing customers. If the customer exists, proceed to create the invoice; if not, create a new customer entry in Wave first.

5. Finalizing the Invoice Creation Process

Once you determine whether the customer exists, you can create the invoice. If the customer exists, use the ‘Create Invoice’ action in Wave. Map the necessary fields such as customer ID, product details, unit price, and due date from the previous steps in Pabbly Connect. This ensures that the invoice is generated correctly with all relevant information.

After configuring the invoice details, test the workflow again by submitting a new form entry. Check your Wave account to confirm that the invoice has been created successfully. If everything is set up correctly, you will see a new invoice in your drafts for the customer, reflecting all the details submitted through the Elementor form.

Conclusion

In this tutorial, you have learned how to automate the invoice creation process in Wave using Pabbly Connect whenever a form is submitted via Elementor. This integration allows for efficient data handling and invoice generation without manual intervention. By following the steps outlined, you can streamline your business processes and ensure that invoices are created accurately and promptly.