Automate Zoho Books Invoices from Shopify Orders Using Pabbly Connect

Learn how to create Zoho Books invoices from new Shopify orders automatically using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Zoho Books invoices from new Shopify orders, first access Pabbly Connect. This platform facilitates seamless integration between your Shopify store and Zoho Books without any coding knowledge.

Begin by navigating to Pabbly’s website. Once there, click on ‘Products’ and select ‘Pabbly Connect’. If you are a new user, click on ‘Sign up for free’ to create an account. For existing users, simply click ‘Sign in’ and access your dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will need to create a workflow. Click on the plus sign to create a new workflow and name it ‘Shopify to Zoho Books Integration’. This name helps identify the workflow easily.

In this workflow, you will set up a trigger and an action. The trigger will be a new order in Shopify, and the action will be creating an invoice in Zoho Books. This setup allows automatic invoice generation whenever a new order is placed.

• Click on the plus sign to create a new workflow.
• Name the workflow as ‘Shopify to Zoho Books Integration’.
• Set the trigger as ‘New Order’ from Shopify.

Now that the workflow is set up, you can proceed to configure the trigger to listen for new orders from Shopify.

3. Setting the Trigger for New Shopify Orders

To set the trigger in Pabbly Connect, select the application as Shopify and the trigger event as ‘New Order’. This configuration allows Pabbly Connect to monitor your Shopify store for any new orders.

Once you select the trigger, Pabbly Connect will provide a webhook URL. Copy this URL and head over to your Shopify account. In Shopify, go to ‘Settings’ and then ‘Notifications’. Scroll down to find the ‘Webhooks’ section and click on ‘Create Webhook’.

• Select ‘Order Creation’ as the event.
• Paste the webhook URL copied from Pabbly Connect.
• Choose ‘JSON’ as the format and save the webhook.

This webhook setup will ensure that every time a new order is placed, Shopify will send the order details to Pabbly Connect.

4. Capturing Order Details in Pabbly Connect

After setting up the webhook, it’s time to capture the order details in Pabbly Connect. Create a test order in your Shopify store to generate a sample webhook response. This response will contain all the necessary details of the order.

Once the order is placed, return to Pabbly Connect, where you will see the webhook response. This response includes customer details like name, email, and order items, which are crucial for creating the invoice in Zoho Books.

Confirm that the response includes customer name, email, and order details. Use these details to create a new invoice in Zoho Books.

With the order details captured, you can now proceed to check if the customer exists in Zoho Books.

5. Creating Invoices in Zoho Books

To create an invoice using Pabbly Connect, add an action step and select Zoho Books as the application. Choose the action event as ‘Create Invoice’. Connect your Zoho Books account by providing the necessary credentials.

Map the customer details retrieved from the webhook response into the invoice fields. This includes customer name, email, and order item details. After mapping all required fields, click on ‘Save and Send Test Request’ to create the invoice.

Once the invoice is created, you will receive a confirmation response from Zoho Books, indicating that the invoice has been successfully generated. You can check your Zoho Books account to verify that the invoice appears as expected.

Conclusion

By following these steps, you can automate the process of creating Zoho Books invoices from new Shopify orders using Pabbly Connect. This integration saves time and reduces manual errors, allowing you to focus on growing your business.

Utilizing Pabbly Connect for this integration not only simplifies your workflow but also enhances your overall efficiency in managing orders and invoices.