Automate Xero Invoice Creation from Cognito Forms Submissions Using Pabbly Connect

Learn how to automate Xero invoice creation from Cognito Forms submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of creating a Xero invoice from Cognito Forms submissions, you first need to access Pabbly Connect. This platform enables seamless integrations without any coding required.

Visit the Pabbly Connect homepage by navigating to Pabbly.com/connect. Here, you can either sign in if you already have an account or click on ‘Sign Up for Free’ to create a new account. New users receive 100 free tasks each month to explore the platform.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the automation process. You will be prompted to name your workflow, for instance, ‘Create Xero Invoice on Cognito Form Submission.’ Select an appropriate folder for organization.

Now, you will see two sections: Trigger and Action. The Trigger defines what starts the workflow, while the Action outlines what happens as a response. For this integration, select Cognito Forms as the trigger application and choose the event ‘New Entry’ to activate the workflow upon form submissions.

3. Setting Up Cognito Forms as the Trigger Application

In this step, you will integrate Cognito Forms with Pabbly Connect. After selecting Cognito Forms as the trigger, Pabbly Connect provides a webhook URL. Copy this URL, as it is essential for linking the two applications.

Next, go to your Cognito Forms account and locate the form you want to integrate. Scroll down to the ‘Post JSON Data to a Website’ option and enable it. Paste the webhook URL from Pabbly Connect into the designated field and click ‘Save’. This action establishes a connection between Cognito Forms and Pabbly Connect.

• Enable ‘Post JSON Data to a Website’ in Cognito Forms.
• Paste the copied webhook URL from Pabbly Connect.
• Click ‘Save’ to finalize the connection.

Once saved, return to Pabbly Connect. It will show ‘Waiting for Webhook Response’, indicating that the connection is ready for testing.

4. Testing the Integration and Setting Up Xero as the Action Application

To test the integration, submit a dummy entry in your Cognito Form. This step allows Pabbly Connect to capture the data from the form submission. After submitting the form, return to Pabbly Connect to see if the response has been captured successfully.

Next, set up Xero as the action application. Select Xero from the list and choose the action event ‘Create Invoice’. Pabbly Connect will prompt you to connect your Xero account. Ensure you are logged into Xero, then allow Pabbly Connect access to your account.

• Select Xero as the action application.
• Choose ‘Create Invoice’ as the action event.
• Authorize Pabbly Connect to access your Xero account.

Once the connection is successful, you can proceed to configure the invoice details using the data captured from the Cognito Form.

5. Configuring Invoice Details in Xero

In this final step, you will set up the invoice details in Xero via Pabbly Connect. Map the necessary fields such as the client’s company name, email, and service type to create a dynamic invoice. This ensures that every new submission generates a unique invoice based on the client’s information.

For the line item description, select the service type that the client chose in the Cognito Form. Ensure that you also map the service code dynamically so that the correct service details are included in the invoice. After mapping all required fields, click ‘Save and Send Test Request’ to finalize the setup.

Upon successful testing, you can check your Xero account to confirm that the invoice has been created as expected. This automated process significantly streamlines your finance management tasks.

Conclusion

Using Pabbly Connect, you can effortlessly automate the creation of Xero invoices from Cognito Forms submissions. This integration saves time and enhances your finance management capabilities.