Auto-create Google Calendar Events on Wave Invoice Generation with Pabbly Connect

Learn how to use Pabbly Connect to automatically create Google Calendar events whenever a Wave invoice is generated. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Calendar and Wave Integration

To begin using Pabbly Connect, first, create an account on the platform. This step is essential for automating the process of generating Google Calendar events when a Wave invoice is created. After signing up, log in to your Pabbly Connect account.

Once logged in, navigate to the dashboard. Here, you can start creating a new workflow. Select the option to create a new automation and name it according to your preference, such as ‘Wave to Google Calendar Integration.’ This naming will help you identify the workflow later.

2. Connecting Wave to Pabbly Connect

In this step, you will connect Wave to Pabbly Connect. To do this, choose Wave as the trigger application. This integration will allow Pabbly Connect to listen for new invoices created in Wave. Select the ‘New Invoice’ option as your trigger event.

• Select the Wave account you want to connect.
• Authorize Pabbly Connect to access your Wave account.
• Test the connection to ensure it is working correctly.

After successfully connecting Wave, you will be able to pull in data regarding the invoices that are generated. This data will be crucial for creating events in Google Calendar.

3. Mapping Invoice Details to Google Calendar Events

Now that Wave is connected to Pabbly Connect, the next step is to map the necessary invoice details to create events in Google Calendar. Choose Google Calendar as the action application. Select the action event ‘Create Event’ to proceed.

In this section, you will need to fill out the information required for the Google Calendar event. This includes:

• Event title: You can use the invoice title or customer name.
• Event date and time: Map the invoice date and time.
• Description: Include details from the invoice.

Completing this mapping ensures that every new invoice creates a corresponding event in your Google Calendar, making it easier to follow up with customers.

4. Testing the Integration with Pabbly Connect

After mapping the details, it’s crucial to test the integration through Pabbly Connect. This step ensures that everything is functioning correctly. Click on the ‘Test’ button to initiate the process. Pabbly Connect will generate a test invoice in Wave to see if it successfully creates an event in Google Calendar.

If the test is successful, you will receive a confirmation message indicating that the event was created in your Google Calendar. Check your calendar to verify that the event appears as expected. This confirmation is essential to ensure that your integration works seamlessly for future invoices.

5. Activating Your Pabbly Connect Workflow

Once testing is complete and everything is verified, the last step is to activate your workflow in Pabbly Connect. This activation enables the automation to run continuously, creating Google Calendar events automatically whenever a new invoice is generated in Wave.

To activate, simply toggle the switch to turn on your workflow. From this point forward, every time you generate an invoice in Wave, a corresponding event will be created in Google Calendar, ensuring that you never miss follow-ups with your customers.

Conclusion

By using Pabbly Connect, you can effortlessly automate the creation of Google Calendar events from Wave invoice generation. This integration helps streamline your follow-up process, ensuring you stay organized and connected with your customers.