How to Create Wave Invoice on Contact Form 7 Submission Using Pabbly Connect

Learn how to create Wave invoices automatically on Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions and examples. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Wave invoice on Contact Form 7 submission, the first step is to access Pabbly Connect. Go to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Here, you can either sign in if you’re an existing user or click on ‘Sign Up for Free’ to create a new account.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, you can create workflows that automate the process of generating invoices. Pabbly Connect allows you to integrate various applications seamlessly without any coding skills.

2. Creating a Workflow in Pabbly Connect

To set up your workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow; for this tutorial, name it ‘Create Wave Invoice on Contact Form 7 Submission’. Organizing your workflows into folders is also recommended for easy access.

• Click on ‘Create’ to save your workflow.
• You will see a blank workflow screen with trigger and action windows.

This blank workflow needs to be filled with the necessary trigger and action steps. The trigger will be set to detect new submissions from Contact Form 7, and the action will be to create an invoice in Wave. This setup ensures that every time a form is submitted, an invoice is generated automatically.

3. Setting Up the Trigger for Contact Form 7

The next step in your Pabbly Connect workflow is to set up the trigger. Click on the trigger application and select ‘Contact Form 7’. Choose the trigger event as ‘New Form Submission’. This tells Pabbly Connect to initiate the workflow every time a new form is submitted.

Once you have selected the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Contact Form 7 to Pabbly Connect. Now, navigate to your WordPress dashboard where Contact Form 7 is installed.

• Go to the Contact Form 7 settings and edit the form you want to connect.
• Enable the webhook option and paste the copied URL.

After saving the settings in Contact Form 7, your trigger is set up, and now Pabbly Connect is ready to receive submissions from your form.

4. Setting Up Action to Create Invoice in Wave

Now, the next step is to set the action in your Pabbly Connect workflow. Select ‘Wave’ as the action application and choose ‘Create Invoice’ as the action event. This action will instruct Pabbly Connect to create an invoice in your Wave account based on the data received from the form submission.

You will need to connect your Wave account by providing the necessary permissions. Once connected, you will map the fields from the form submission to the invoice fields in Wave. Ensure that you include customer details such as name, email, and course selected.

Map the customer ID from the previous steps. Set the invoice title, description, and amount based on the course selected.

After mapping all required fields, click on ‘Save and Send Test Request’ to verify that the invoice is created successfully in Wave.

5. Testing the Integration Workflow

With the workflow set up in Pabbly Connect, it’s time to test the integration. Go back to your Contact Form 7 and submit a test entry. Ensure to fill in all required fields such as name, email, and course.

After submitting the form, return to Pabbly Connect and check if the webhook response is received. If successful, you should see the details captured from the form submission. This confirms that the connection between Contact Form 7 and Pabbly Connect is working.

Verify that an invoice is created in your Wave account with the correct details. Check for any errors and ensure all mappings are correct.

Once you confirm that the workflow runs smoothly, you can be assured that every new submission from your Contact Form 7 will automatically generate an invoice in Wave, streamlining your invoicing process.

Conclusion

In conclusion, using Pabbly Connect to automate the creation of Wave invoices on Contact Form 7 submissions is a powerful way to manage your finances efficiently. By following these detailed steps, you can set up a seamless integration that saves time and reduces manual effort.

With Pabbly Connect, you can easily connect various applications to automate your workflows, enhancing productivity and ensuring that your invoicing is always up-to-date.