How to Save New Quaderno Invoices to Google Drive Using Pabbly Connect

Learn how to automate saving Quaderno invoices to Google Drive using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To start automating the process of saving new Quaderno invoices to Google Drive, you need to access Pabbly Connect. This platform serves as the integration solution that connects Quaderno with Google Drive seamlessly.

Visit the Pabbly Connect website and sign up for an account. Once you’re signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow something like ‘Quaderno Invoices to Google Drive’ to identify it easily.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. The trigger event will be a new invoice created in Quaderno, which initiates the automation process. Select Quaderno as the trigger application in Pabbly Connect.

After selecting Quaderno, choose the trigger event as ‘New Invoice’. Click on ‘Connect’ and then select ‘Add New Connection’. You will need to input your Quaderno private key, which can be found in your Quaderno account settings under API keys. You can leave the password field blank. After entering the private key and the account name, click on the ‘Save’ button to establish the connection.

3. Testing the Trigger to Capture Invoice Data

Once the connection is established, it’s essential to test the trigger to ensure it captures invoice data correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to initiate the test. You will need to create a test invoice in your Quaderno account.

To create a test invoice, go to the ‘Documents’ section in Quaderno, select ‘Invoices’, and create a new invoice. Fill in the required details such as contact name, date, currency, and items. After saving the invoice, return to Pabbly Connect to see if the data from the newly created invoice has been captured successfully.

• Ensure all necessary invoice details are filled correctly.
• Check for successful data capture in the response section of Pabbly Connect.

If the data has been captured successfully, you are ready to proceed to the next step of generating a shareable link for the invoice.

4. Generating a Shareable Link for the Invoice

After successfully creating and capturing the test invoice data, the next step is to generate a shareable link for that invoice. In Pabbly Connect, add another action step by selecting Quaderno again and choosing the action event ‘Get Invoice’. This will allow you to retrieve the sharable link for the invoice you just created.

Connect using the existing connection you made earlier. You will need to map the invoice ID from the test data you captured previously. Click on ‘Save and Send Test Request’ to retrieve the sharable link. This link will be essential for uploading the invoice file to Google Drive.

5. Uploading the Invoice to Google Drive

The final step involves uploading the invoice to Google Drive using the sharable link retrieved in the previous step. In Pabbly Connect, add a new action step and select Google Drive as the application. Choose the action event ‘Upload a File’.

Connect to your Google account by selecting ‘Add New Connection’ and signing in. After granting the necessary permissions, map the PDF link of the invoice to the URL field, specify the folder ID of your Google Drive where you want to save the invoice, and provide a file name. Click ‘Save and Send Test Request’ to upload the invoice automatically.

• Ensure the file name includes a proper extension (e.g., .pdf).
• Verify that the file uploads successfully to your specified Google Drive folder.

Once the upload is complete, check your Google Drive to confirm that the invoice file appears as expected. Now, every time you create a new invoice in Quaderno, it will automatically save to your Google Drive, streamlining your workflow.

Conclusion

In this tutorial, you learned how to automate the process of saving new Quaderno invoices to Google Drive using Pabbly Connect. This setup not only saves time but also ensures that your invoices are securely backed up in Google Drive. By following the steps outlined, you can create a seamless integration that enhances your invoicing process.