Products
- Pabbly Plus
  Pabbly Plus provides access to all Pabbly applications at a single price. You will have access to Pabbly Connect, Pabbly Subscription Billing, Pabbly Chatflow, Pabbly Email Marketing, Pabbly Form Builder and Pabbly Hook.
  
  Pabbly Connect
  Integrate different applications and start automating your work.
  
  Pabbly Subscription Billing
  Start accepting one-time and recurring subscription payments.
  
  Pabbly Chatflow
  Automate WhatsApp conversations effortlessly.
  
  Pabbly Email Marketing
  Send email newsletters to your subscribers and customers.
  
  Pabbly Form Builder
  Create professional forms for your business with no code builder.
  
  Pabbly Hook
  Webhook event handling for scalable applications.
Sign In

Auto Generate Invoices and Send via Email (Pabbly Connect)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To start automating invoice creation and sending emails, you need to access Pabbly Connect. Open your browser and type the URL for Pabbly Connect. This will direct you to the homepage where you can either sign in or sign up.

If you’re a new user, click on the ‘Sign Up Free’ option. This allows you to explore Pabbly Connect with 100 free tasks monthly. Existing users can click on ‘Sign In’ to access their accounts. This setup is crucial for automating your business processes.

2. Setting Up Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow page. Here, you will create a new workflow to automate the invoice process. Start by selecting Shopify as your trigger application.

Choose the ‘New Order’ event as your trigger.
Click on the ‘Connect’ button to generate a Webhook URL.
Copy the Webhook URL to use in your Shopify settings.

This Webhook URL acts as a bridge between your Shopify store and Pabbly Connect. Ensure you save this URL for later setup in Shopify.

3. Configuring the Shopify Webhook

Now that you have your Webhook URL, head to your Shopify account. Navigate to the ‘Settings’ section and select ‘Notifications’. Here, you will set up the Webhook to trigger on new orders.

Select ‘Webhooks’ and click on ‘Create Webhook’.
Choose ‘Order Creation’ as the event type.
Paste the Webhook URL you copied from Pabbly Connect.

After saving, return to Pabbly Connect to check if the status changes to waiting for a Webhook response. This confirms that your Shopify store is linked with Pabbly Connect.

4. Creating Invoices with Zero via Pabbly Connect

After setting up your Shopify Webhook, you will now create an invoice using Zero as your action app in Pabbly Connect. Select Zero and choose ‘Create Invoice’ as the event.

Click on ‘Connect’ to build a new connection. After allowing access, you will see various fields for invoice details. Use the mapping feature to dynamically fill in customer information from Shopify.

Select the organization and invoice type.
Map the customer’s name and email from the Shopify response.
Fill in line items and tax details.

Once all fields are mapped correctly, click ‘Save and Send Test Request’. This will create an invoice in Zero, confirming the integration is successful.

5. Sending Invoices via Gmail through Pabbly Connect

Finally, to send the generated invoice to customers, select Gmail as your action app in Pabbly Connect. Choose ‘Send Email’ as the event. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

Fill in the required fields including the sender’s name and email. Use mapping to add the recipient’s email and include the invoice URL from the previous step.

Enter a subject line for the email.
Compose the body of the email, mapping necessary details.
Attach the invoice URL for the customer to access.

After completing these fields, click ‘Save and Send Test Request’. This will send the email to the customer, completing the automation process.

Conclusion

This tutorial demonstrated how to automate invoice creation and email sending using Pabbly Connect with Shopify and Gmail. By following these steps, you can enhance your business efficiency and improve customer experience.