How to Create Xero Sales Invoices from New Quickbase Table Entries Using Pabbly Connect

Learn how to automate Xero sales invoice creation from Quickbase table entries using Pabbly Connect. Step-by-step guide with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by typing the URL Pabbly.com/connect in your browser. This platform allows you to automate workflows between Quickbase and Xero seamlessly.

On the landing page, you will find options to sign in or sign up. If you are a new user, click on ‘Sign Up’ to create an account. After signing up, you will receive 100 free tasks to utilize the platform. Once registered, click on ‘Sign In’ to access your account.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button, which prompts you to name your workflow. Name it something relevant, like ‘Create Xero Sales Invoices from Quickbase Entries’.

In this section, you will set up your trigger application. Choose Quickbase as the trigger application and select the event as ‘Configure New Table Webhooks’. This ensures that the workflow will activate whenever a new entry is made in your Quickbase table.

• Select Quickbase as the trigger application.
• Choose ‘Configure New Table Webhooks’ as the trigger event.
• Click on the ‘Save’ button to proceed.

Once you save the trigger, Pabbly Connect will generate a webhook URL. This URL will be used to connect Quickbase with Pabbly Connect to capture new entries.

3. Setting Up the Webhook in Quickbase

Log into your Quickbase account and navigate to the application where you want to set up the webhook. Go to the settings of your new table and select ‘Webhooks’. Here, you will create a new webhook.

Fill in the required fields for your webhook. Name it appropriately, and in the endpoint URL field, paste the webhook URL copied from Pabbly Connect. Set the HTTP method to POST and the message format to JSON.

• Set the HTTP method to POST.
• Select JSON as the message format.
• Configure the message body with relevant fields.

In the message body, you will define the fields that need to be included when a new entry is made. This setup allows Pabbly Connect to receive the necessary data to create an invoice in Xero.

4. Creating Invoices in Xero Using Pabbly Connect

After setting up the webhook, return to Pabbly Connect to test the integration. Create a new entry in Quickbase that includes all necessary invoice details. Once the entry is created, Pabbly Connect will capture this data.

Next, select Xero as the action application in Pabbly Connect and choose the action event as ‘Create Invoice’. You will need to connect your Xero account to Pabbly Connect by allowing access.

Select Xero as the action application. Choose ‘Create Invoice’ as the action event. Map the fields from Quickbase to Xero invoice fields.

Map the invoice details such as customer name, email, due date, item description, quantity, and amount. This mapping ensures that the correct data is sent to Xero when an invoice is created.

5. Testing and Verifying the Integration

To verify that the integration works correctly, create another entry in Quickbase with different invoice details. After saving the entry, go to your Xero account and check the invoices section to see if the new invoice has been created successfully.

If the invoice appears in Xero, it confirms that your integration setup using Pabbly Connect has been successful. You can repeat this process as needed for additional entries in Quickbase.

In conclusion, using Pabbly Connect to automate the creation of Xero sales invoices from Quickbase entries streamlines your workflow and enhances productivity. This integration ensures that every new entry in Quickbase results in an invoice being created in Xero without manual intervention.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create Xero sales invoices from new Quickbase table entries. This integration automates the workflow, saving you time and effort.