Automate Zoho Books Invoices with Tally Forms Submission Using Pabbly Connect

Learn how to automate Zoho Books invoices from Tally Forms submissions using Pabbly Connect. This step-by-step guide simplifies your invoicing process. 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 Automation

To automate the creation of Zoho Books invoices from Tally Forms submissions, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account.

If you’re a new user, you can sign up for free and get started with 100 tasks monthly. Once signed in, navigate to the Pabbly Connect dashboard to create your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. This initiates the process of setting up your automation.

• Enter a name for your workflow, such as ‘Create Zoho Books Invoice on Tally Form Submission’.
• Select a folder to save your workflow for better organization.
• Click the ‘Create’ button to proceed to the workflow setup.

Once created, you will be directed to the workflow window where you can set up triggers and actions using Pabbly Connect.

3. Setting Up Tally Forms as a Trigger

For this automation, you will select Tally Forms as the trigger application. Search for Tally in the trigger section and select it.

Next, choose the trigger event as ‘New Response Captured’. This event will initiate the workflow every time a new form submission is made. Pabbly Connect will provide you with a Webhook URL that you will need to copy.

• Log into your Tally account and navigate to the form you want to connect.
• Go to the Integrations tab and select Webhooks.
• Paste the copied Webhook URL and click ‘Connect’.

This establishes a connection between Tally Forms and Pabbly Connect, allowing the workflow to capture form submissions automatically.

4. Creating a Customer in Zoho Books

With Tally Forms set up to trigger the workflow, the next step is to create a customer in Zoho Books. For this, select Zoho Books as the action application in Pabbly Connect.

Choose the action event ‘Create Contact’. If you haven’t already connected your Zoho Books account, you’ll need to do so by providing the necessary permissions. Once connected, map the fields from the Tally Forms submission to the customer fields in Zoho Books.

Map the customer name, email, and phone number from the Tally response. Select the organization and set the customer type. Click ‘Save and Send Test Request’ to verify the creation of the customer.

After successfully creating the customer, you can now proceed to generate an invoice for them using Pabbly Connect.

5. Creating an Invoice in Zoho Books

Now that the customer is created, the final step is to create an invoice in Zoho Books. In Pabbly Connect, add another action step and select Zoho Books again.

This time, choose the action event ‘Create Sales Invoice’. Map the necessary fields such as customer ID, line item name, and quantity to ensure the invoice reflects the correct details.

Map the customer ID from the previous step to ensure the invoice is for the correct customer. Set the line item name based on the course selected in the Tally form. Click ‘Save and Send Test Request’ to create the invoice.

Once the invoice is created, you can check your Zoho Books account to confirm that it reflects the details provided in the Tally Forms submission. This seamless integration powered by Pabbly Connect automates your invoicing process, saving you time and effort.

Conclusion

In this tutorial, we explored how to automate the creation of Zoho Books invoices from Tally Forms submissions using Pabbly Connect. This integration streamlines your invoicing process, allowing for efficient management of client registrations and invoices.

By following the steps outlined, you can easily set up this automation and enhance your business operations.