Automate Invoicing: A Step-by-Step Guide Using Pabbly Connect

Learn how to automate invoice sending from Google Sheets to clients using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create and send automated invoices from Google Sheets to clients, you need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect.

Once there, you will see options to either sign in or sign up for a free account. If you are a new user, click on ‘Sign Up Free’ to create an account. If you already have an account, simply sign in. After logging in, you will be taken to the dashboard where you can create workflows using Pabbly Connect.

2. Creating Your First Workflow with Pabbly Connect

Once you are logged into Pabbly Connect, click on the ‘Create Workflow’ button to start building your automation. You will be prompted to select a workflow builder. Choose the new workflow builder for a modern and flexible experience.

• Click on ‘Create Workflow’ to initiate.
• Enter a name for your workflow, such as ‘Invoice Gmail from Google Sheet’.
• Select the folder for your workflow if desired.

After naming your workflow and selecting a folder, click the ‘Create’ button. You will receive a confirmation that your workflow has been created successfully. Now, you need to set up the trigger for your workflow.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger app will be Google Sheets, as you want the automation to start whenever a new invoice is added. Click on the ‘Add Trigger’ button and select Google Sheets.

Next, you will choose the event that will trigger the workflow. Select the option for when a new row is added to your Google Sheet. After this, you will connect Pabbly Connect to your Google Sheets account by clicking the ‘Connect’ button.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheet and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, you will set up the webhook URL in the Pabbly Connect Webhooks add-on. This will allow your Google Sheet to send data to Pabbly Connect whenever a new entry is made.

4. Configuring the Action to Send Emails

Now that your trigger is set up, it’s time to configure the action that will send the emails. For this, select Gmail as your action app within Pabbly Connect. Click on ‘Add New Action’ and choose the ‘Send Email’ event.

You will need to connect your Gmail account to Pabbly Connect. If you already have a connection, you can select it; otherwise, click on ‘Add New Connection’ and authenticate your Gmail account.

Map the recipient’s email address from the Google Sheet data. Fill in the email subject and body using mapped fields from the invoice data. Review all mapped fields to ensure they contain the correct data.

Once you have filled in all the necessary fields, click the ‘Save and Send Test Request’ button to check if the email is sent successfully. If everything is set up correctly, you will receive the invoice email in your Gmail account.

5. Testing and Activating the Workflow

With your action configured, it’s time to test your workflow in Pabbly Connect. Make a test entry in your Google Sheet with the necessary details like client name, email, invoice number, amount, and due date. After adding the test entry, go back to Pabbly Connect.

Click on the ‘Send Test’ button in the initial setup to simulate the process. If the test is successful, you will see a confirmation message indicating that the data has been sent successfully. Check your Gmail account to confirm receipt of the invoice email.

Once you confirm that the workflow is functioning as intended, you can activate it. This will allow Pabbly Connect to automate the invoicing process every time a new entry is made in your Google Sheets. This automation will save you time and ensure that your clients receive their invoices promptly.

Conclusion

In this tutorial, you learned how to automate the process of sending invoices from Google Sheets to clients using Pabbly Connect. By following these steps, you can streamline your invoicing process and enhance your business operations.

With Pabbly Connect, you can create more automations to simplify various aspects of your workflow, making your tasks more efficient and effective.