Automate Invoice Creation with Pabbly Connect, Google Sheets, Docs, and Forms

Learn how to automate invoice creation using Pabbly Connect with Google Sheets, Docs, and Forms in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate invoice creation using Pabbly Connect, first, visit Pabbly Connect by searching for it in your browser. Once on the landing page, you can sign up for a free account in just two minutes or log in if you already have an account.

After signing in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for instance, ‘Google Forms to Google Docs’. This sets the stage for integrating Google Forms with Google Docs through Pabbly Connect.

2. Setting Up Google Forms as a Trigger in Pabbly Connect

In the workflow you just created, select the trigger window. Here, choose Google Forms as your app. Set the trigger event to ‘New Response Received’. This action will capture form submissions from Google Forms.

• Select Google Forms from the app list.
• Choose the trigger event ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Form and paste the webhook URL to connect it with Pabbly Connect. Ensure that your form collects all necessary details such as customer name, email, and order specifics. This setup will allow Pabbly Connect to capture data every time a customer submits an order.

3. Integrating Google Sheets with Pabbly Connect

Once the Google Form is set up, you need to link it to Google Sheets. Click on the responses tab in your Google Form and create a new spreadsheet. This spreadsheet will store all order details automatically.

In the Google Sheets, go to Extensions > Add-ons > Get Add-ons, and search for the ‘Pabbly Connect Webhooks’ add-on. Install this add-on and refresh your Google Sheets. After refreshing, go to Extensions > Pabbly Connect Webhooks and click on ‘Initial Setup’.

• Select the sheet containing responses.
• Paste the webhook URL from Pabbly Connect.
• Specify the trigger column as the last data entry column.

By completing these steps, you ensure that every new order is sent to Pabbly Connect, which will facilitate the process of creating invoices in Google Docs based on these submissions.

4. Creating Invoices in Google Docs Using Pabbly Connect

After setting up the trigger, the next step is to create the invoice in Google Docs. In your Pabbly Connect workflow, add a new action step and select Google Docs. Choose the action event ‘Create Document from Template’.

Connect your Google Docs account and select the invoice template you created earlier. In the new document name field, map the customer name and the submission timestamp to create a unique document name for each invoice.

Select the invoice template from Google Docs. Map necessary fields from the form submission. Specify the location in Google Drive where the invoice should be saved.

This integration allows Pabbly Connect to generate a new invoice document automatically each time a customer places an order through Google Forms.

5. Testing the Automation with Pabbly Connect

To ensure everything is working correctly, place a test order using your Google Form. After submitting the form, check your Google Sheets to confirm that the response has been captured. Then, verify that Pabbly Connect has created a new invoice in Google Docs.

Each invoice should reflect the details provided in the form submission, including customer information and order specifics. If everything is set up correctly, you will see the newly generated invoice in your designated Google Drive folder.

This process showcases how Pabbly Connect streamlines the entire automation of invoice creation, enhancing efficiency and accuracy in your order processing.

Conclusion

By using Pabbly Connect, you can easily automate invoice creation from Google Forms to Google Docs, saving time and reducing manual errors. This tutorial demonstrates how to set up a seamless workflow that captures order details and generates invoices automatically.