Automate Document Signing and Invoicing with Pabbly Connect

Learn how to automate document signing in Better Proposals and create invoices in Harvest using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate document signing in Better Proposals and invoice generation in Harvest, start by accessing Pabbly Connect. Visit the Pabbly Connect website by typing ‘Pabbly.com/sl/connect’ in your browser’s address bar.

Once on the site, you will see options to sign in or sign up. If you don’t have an account, signing up is free and provides you with 100 free tasks every month. After signing in, you will be directed to your Pabbly Connect dashboard, where you can create new workflows.

2. Creating a Workflow to Connect Better Proposals and Harvest

In your Pabbly Connect dashboard, click on ‘Create Workflow’ to start setting up your automation. Name your workflow to reflect its purpose, such as ‘Better Proposals to Harvest Invoice’. This will help you identify it later. using Pabbly Connect

• Select the Trigger Application: Better Proposals.
• Choose the Trigger Event: Proposal Signed.
• Connect your Better Proposals account by entering the API key.

After setting the trigger, click on ‘Save and Send Test Request’ to ensure everything is configured correctly. This step will prepare Pabbly Connect to listen for signed proposals in Better Proposals.

3. Setting Up Better Proposals for Document Signing

To send a proposal for signature, create a new proposal in Better Proposals and send it to the recipient’s email. Ensure that the recipient can easily sign the document by following the instructions provided in the proposal. using Pabbly Connect

Once the recipient signs the proposal, Pabbly Connect will detect this action. You will see the signed proposal’s details in your Pabbly Connect dashboard, confirming that the trigger worked successfully. This integration ensures that document signing is streamlined and efficient.

4. Creating an Invoice in Harvest Using Pabbly Connect

After receiving a signed proposal, the next step is to create an invoice in Harvest. In your Pabbly Connect workflow, add an Action step and select Harvest as the application. using Pabbly Connect

• Choose the Action Event: Create Client.
• Connect your Harvest account using the account ID and API token.
• Map the client details from Better Proposals to Harvest.

Once the client is created, you can proceed to create an invoice using the same Harvest connection. Map the necessary fields such as client ID, currency, and invoice details to finalize the invoice creation.

5. Conclusion: Streamlining Your Workflow with Pabbly Connect

Using Pabbly Connect, you can effectively automate the process of getting documents signed in Better Proposals and creating invoices in Harvest. This integration saves time and reduces manual effort, allowing you to focus on your core business activities.

By following the steps outlined in this tutorial, you can enhance your workflow and improve efficiency in your document management and invoicing processes. Start automating today with Pabbly Connect to streamline your operations!