How to Create Zoho Books Invoice on Paperform Submission Using Pabbly Connect

Learn how to automate invoice creation in Zoho Books from Paperform submissions using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho Books invoice on Paperform submission, the first step is to access Pabbly Connect. This powerful automation tool allows you to seamlessly connect different applications. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

Once logged in, you will see the dashboard. From here, click on the ‘Access Now’ button to enter the Pabbly Connect interface. This is where you will set up the workflow that connects Paperform and Zoho Books.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that automates the invoice creation process. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection. using Pabbly Connect

• Name your workflow as ‘Create Zoho Books Invoice on Paperform Submission’.
• Select the folder where you want to save this workflow.

After naming and selecting the folder, click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. In this case, the trigger will be a new form submission from Paperform.

3. Setting Up the Trigger for Paperform

To set up the trigger, select Paperform as the trigger application in Pabbly Connect. Choose the ‘New Form Submission’ event as the trigger. This means that every time a student submits a form, Pabbly Connect will capture that submission.

Next, you will need to connect your Paperform account to Pabbly Connect. A unique webhook URL will be provided by Pabbly Connect. Copy this URL and head to your Paperform account. Go to the form settings, click on the ‘After Submissions’ section, and select ‘Integrations’ and then ‘Webhooks’.

• Paste the copied webhook URL into the designated field.
• Select ‘New Submission’ as the trigger.
• Click on the ‘Create’ button to save the webhook.

Once saved, return to Pabbly Connect and click on the ‘Test’ button to ensure that the connection is successful. Perform a test submission in your Paperform to verify that Pabbly Connect captures the response correctly.

4. Setting Up the Action in Zoho Books

Now that the trigger is set up, it’s time to configure the action step to create an invoice in Zoho Books. Select Zoho Books as the action application and choose ‘Create Sales Invoice’ as the action event. This will allow Pabbly Connect to automatically generate invoices based on the form submissions.

Next, connect your Zoho Books account to Pabbly Connect. You will need to provide your Zoho Books domain name. Once connected, select the organization where you want to create the invoice. Since the customer will be created based on the Paperform submission, ensure that you have the necessary fields mapped correctly.

Map the customer details from the Paperform submission to the invoice fields. Ensure to include the course selected by the student in the invoice details. Click on ‘Save and Send Test Request’ to finalize the action setup.

After clicking save, check your Zoho Books account to confirm that the invoice has been created successfully.

5. Conclusion

By following these steps, you have successfully set up an automation between Paperform and Zoho Books using Pabbly Connect. This integration streamlines the process of creating invoices, saving you time and reducing errors. Whenever a student submits a form, an invoice is automatically generated in Zoho Books, ensuring a seamless workflow.

With Pabbly Connect, you can automate various tasks and connect multiple applications to enhance your productivity. Start using Pabbly Connect today to simplify your processes!