Automate Invoices with Pabbly Connect, Typeform, and Zoho Inventory

Learn how to automate invoice generation using Pabbly Connect, Typeform, and Zoho Inventory with this detailed tutorial. Step-by-step instructions included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To generate automated invoices with Typeform and Zoho Inventory, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and get 100 tasks each month.

After logging in, you will see the dashboard. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create workflows to automate your tasks.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow. using Pabbly Connect

• Enter a name for your workflow, such as ‘Generate Automated Invoices with Typeform and Zoho Inventory’.
• Select a folder to save your workflow. You can create a new folder if needed.
• Click on ‘Create’ to finalize the workflow setup.

Once created, your workflow will have two main components: trigger and action. The trigger defines what initiates the workflow, while the action specifies what happens next. This structure is crucial for the automation process.

3. Setting Up Trigger with Typeform

The next step involves setting up the trigger application, which is Typeform in this case. Click on the arrow to select Typeform as your trigger application. For the trigger event, choose ‘New Entry Beta’ to capture form submissions.

To connect Typeform with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. After authorizing, you will need to select the specific form you created for inquiries. Ensure to enable the option for receiving simple responses before clicking ‘Save and Send Test Request’.

4. Searching Contacts in Zoho Inventory

After setting up the trigger, the next action is to search for the contact in Zoho Inventory. Select Zoho Inventory as the action application and choose ‘Search Contact’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’.

• Enter your Zoho Inventory domain, which you can find in the URL of your account.
• Authorize the connection by clicking ‘Accept’.
• Map the email from the previous step to search for the contact.

Once the contact is found, you will receive a positive response indicating the contact ID, confirming that the integration is successful through Pabbly Connect.

5. Creating an Invoice in Zoho Inventory

Now that the contact has been successfully searched, the final step is to create an invoice. Again, select Zoho Inventory as the action application and choose ‘Create Invoice’ as the action event. Click on ‘Connect’ to link Zoho Inventory with Pabbly Connect.

During this step, you will map the customer ID received from the previous action. Fill in the necessary details, such as invoice date and due date, ensuring to map the data accurately. After completing the fields, click ‘Save and Send Test Request’. This will create the invoice based on the inquiry submitted through Typeform.

Once the invoice is created, you can check your Zoho Inventory account to confirm that the invoice has been generated successfully. This entire process demonstrates how Pabbly Connect automates invoicing efficiently between Typeform and Zoho Inventory.

Conclusion

In this tutorial, we explored how to generate automated invoices using Pabbly Connect to integrate Typeform and Zoho Inventory. By following the outlined steps, you can streamline your invoicing process and enhance efficiency.