Automate Invoice Creation in Harvest from Instamojo Sales Using Pabbly Connect

Learn how to automate invoice creation in Harvest from Instamojo sales using Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate invoice creation in Harvest from Instamojo sales, we first need to set up Pabbly Connect. You can access Pabbly Connect by visiting the Pabbly website and signing up for a free account. This allows you to create workflows that connect different applications seamlessly.

Once logged in, navigate to the dashboard and click on the ‘+’ icon to create a new workflow. Name the workflow something like ‘Instamojo to Harvest Integration’ to keep it organized. This initial setup is crucial for the automation process.

2. Configuring the Trigger in Pabbly Connect

In this step, we will configure the trigger in Pabbly Connect that will initiate the workflow when a sale occurs in Instamojo. Select Instamojo as the application and choose the trigger event as ‘New Sale’. This means that every time a sale is made, the workflow will be activated.

• Select ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Set up this webhook in your Instamojo account.

After configuring the webhook, make a test payment to ensure that the trigger works correctly. Once the payment is successful, Pabbly Connect will capture the details of the transaction.

3. Fetching Payment Details from Instamojo

Now that we have the trigger set up, the next step is to fetch the payment details using Pabbly Connect. To do this, add an action step in your workflow and select Instamojo again. Choose the action event ‘Get Payment Details’ to retrieve the necessary customer information.

You’ll need to connect to your Instamojo account by providing the required API key and auth token. This will allow Pabbly Connect to access your payment records and fetch the details of the customer who made the payment.

• Map the payment ID from the previous step to fetch details.
• Ensure all required fields are filled in correctly.

Once the details are fetched, you will have access to the customer’s name, email, and payment status, which are essential for the next steps.

4. Creating a Client in Harvest

With the customer details in hand, the next step is to create a client in Harvest using Pabbly Connect. This is essential because invoices need to be linked to a client account. Add another action step and select Harvest as the application, then choose ‘Create Client’ as the action event.

Connect your Harvest account by entering the API token and account ID. This connection will enable Pabbly Connect to create a new client entry based on the payment details received from Instamojo.

Map the customer’s name and email from the previous step. Leave address fields blank if no address is provided.

After saving the action, Pabbly Connect will create a new client in Harvest, making it ready for the invoice creation process.

5. Creating an Invoice in Harvest Automatically

The final step is to create an invoice in Harvest using the details captured from Instamojo via Pabbly Connect. Add another action step, select Harvest, and choose ‘Create Invoice’ as the action event.

Connect to your Harvest account again, and map the client ID from the previous step. Fill in the necessary details such as currency, line items, and amounts based on the payment information received from Instamojo.

Ensure to map the issue date and due date appropriately. Set the line items with product details and amounts correctly.

Once all details are mapped, save the action. Pabbly Connect will now automatically generate an invoice in Harvest every time a sale occurs in Instamojo, streamlining your invoicing process effectively.

Conclusion

By following these steps, you can effortlessly automate the process of creating invoices in Harvest from sales made in Instamojo using Pabbly Connect. This integration not only saves time but also minimizes errors associated with manual data entry, allowing for a more efficient workflow.