Auto Generate Invoices and Notify Customers for New Orders

Learn how to automate invoice generation and customer notifications for new orders using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To start automating invoice generation and customer notifications, first, access Pabbly Connect. Open a new tab and navigate to Pabbly.com/connect. This platform allows you to create automated workflows seamlessly.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ option. Existing users can sign in by clicking the ‘Sign In’ button. Once logged in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create and manage your automation workflows. Click on the ‘+ Create Workflow’ button to initiate a new workflow for auto-generating invoices and notifying customers. using Pabbly Connect

• Select the ‘New Beta’ workflow builder.
• Name your workflow as ‘Auto Generate Invoices and Notify Customers for New Orders’.
• Click the ‘Create’ button to save your workflow.

Now that your workflow is created, the next step is to set up the trigger, which is crucial for automation. This trigger will initiate the workflow when a new order is placed on Shopify.

3. Setting Up the Trigger with Shopify

For the trigger application, select Shopify. The event you want to trigger is ‘New Order’. Click on the ‘Connect’ button to establish a connection between Shopify and Pabbly Connect.

You will receive a webhook URL. Copy this URL, then go to your Shopify account. Navigate to Settings, then Notifications, and click on ‘Create Webhook’. Select ‘Order Creation’ as the event and paste the copied webhook URL. Choose JSON as the format and save the webhook.

• Ensure the webhook API version is set to the latest.
• Complete a test order to check if the integration is successful.

Once the order is processed, return to Pabbly Connect to confirm you have received the new order response, indicating a successful connection.

4. Generating Invoice Using Google Docs

After confirming the trigger, the next step is to generate invoices using Google Docs. Select Google Docs as your next application and choose ‘Create Document from Template’ as the app event. using Pabbly Connect

Click the ‘Connect’ button and choose to add a new connection. Sign in with your Google account. Select the template document for the invoice that you previously created in Google Docs. This document should contain placeholders for dynamic data.

Map the order ID to dynamically name the invoice. Choose the folder in Google Drive where the invoice will be stored.

After mapping all necessary fields, click on ‘Save and Send Test Request’. Verify that the invoice is created in your Google Docs account with the correct details.

5. Sending Invoice via Gmail

The final step in this automation process is to send the generated invoice to customers via Gmail. Select Gmail as your last application and choose ‘Send Email’ as the app event.

Connect your Gmail account to Pabbly Connect. In the email setup, map the recipient’s email address from the previous response. Customize the email subject and body with relevant information, including the attached invoice.

Set the email content type to HTML for better formatting. Attach the PDF link of the invoice generated from Google Drive.

Once all fields are mapped, click on ‘Save and Send Test Request’. Check your Gmail account for the email with the attached invoice to confirm the workflow is functioning correctly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the generation of invoices and notify customers for new orders. By integrating Shopify, Google Docs, Google Drive, and Gmail, you can streamline your order processing and enhance customer experience.

With Pabbly Connect, automating these tasks not only saves time but also ensures that your customers receive timely and professional invoices. Start using Pabbly Connect today to revolutionize your order management process.