How to Create a Wave Customer on Gravity Forms Submission Using Pabbly Connect

Learn how to automate the creation of a Wave customer for Gravity Forms submissions using Pabbly Connect. Follow our step-by-step tutorial 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 Automation

To create a Wave customer on Gravity Forms submission, start by accessing Pabbly Connect. This platform is essential for automating the integration between Gravity Forms and Wave. Visit the Pabbly Connect homepage by entering the URL in your browser.

Once there, you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. New users receive 300 tasks every month to explore the software. This initial setup is crucial as it allows you to automate customer creation in Wave whenever a Gravity Forms submission occurs.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow, for example, ‘Create Wave Customer on Gravity Form Submission’.

• Select a folder to organize your workflows.
• Choose ‘Gravity Forms’ as your trigger application.
• Set the trigger event to ‘New Response’.

This setup ensures that every time a new response is received via Gravity Forms, Pabbly Connect will trigger the workflow to create a customer in Wave automatically.

3. Connecting Gravity Forms to Pabbly Connect

To connect Gravity Forms to Pabbly Connect, you will receive a webhook URL after setting up the trigger. Copy this URL as it is essential for linking your Gravity Forms to Pabbly Connect. Next, log into your WordPress account where Gravity Forms is installed.

Navigate to the specific form you wish to connect. Click on ‘Settings’ and then ‘Webhooks’. Here, add a new webhook by clicking on the ‘Add New’ button. You will need to enter the following details:

• Name your webhook (e.g., ‘New Submission’).
• Paste the webhook URL from Pabbly Connect.
• Select ‘POST’ as the request method.

By saving these settings, you have successfully connected Gravity Forms to Pabbly Connect, allowing it to listen for new submissions.

4. Creating a Customer in Wave via Pabbly Connect

Now that Gravity Forms is connected to Pabbly Connect, the next step is to set up the action in Wave. In your Pabbly workflow, select ‘Wave’ as the action application and choose ‘Create Customer’ as the action event. This is where you will map the data received from Gravity Forms to create a new customer in Wave.

To connect your Wave account, click on ‘Connect with Wave’. Grant access to Pabbly Connect by clicking ‘Allow Access’. Once connected, you will need to select your business and map the details from the Gravity Forms response. For example:

Map the customer’s first name and last name. Map the email address and mobile number.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will create a new customer in your Wave account based on the Gravity Forms submission.

5. Testing the Integration with Pabbly Connect

To ensure that the integration between Pabbly Connect, Gravity Forms, and Wave is working correctly, perform a test submission on your Gravity Forms. Fill in the required fields and submit the form. After submission, return to Pabbly Connect to check for a successful response.

If everything is set up correctly, you should see that a new customer has been created in your Wave account with the details provided in the form submission. This seamless automation eliminates manual entry and saves time in managing customer information.

To verify, log into your Wave account and search for the newly created customer. This confirms that the integration is functioning as intended, allowing you to manage your invoicing and customer data efficiently.

Conclusion

In this tutorial, we demonstrated how to create a Wave customer on Gravity Forms submission using Pabbly Connect. By following the steps outlined, you can automate customer creation and streamline your invoicing process. This integration not only saves time but also minimizes errors, enhancing your overall workflow efficiency.