Products
- Pabbly Plus
  Pabbly Plus provides access to all Pabbly applications at a single price. You will have access to Pabbly Connect, Pabbly Subscription Billing, Pabbly Chatflow, Pabbly Email Marketing, Pabbly Form Builder and Pabbly Hook.
  
  Pabbly Connect
  Integrate different applications and start automating your work.
  
  Pabbly Subscription Billing
  Start accepting one-time and recurring subscription payments.
  
  Pabbly Chatflow
  Automate WhatsApp conversations effortlessly.
  
  Pabbly Email Marketing
  Send email newsletters to your subscribers and customers.
  
  Pabbly Form Builder
  Create professional forms for your business with no code builder.
  
  Pabbly Hook
  Webhook event handling for scalable applications.
Sign In

Automatically Generate & Email Invoices After Every Purchase

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the Pabbly website and navigate to the Connect section. This platform allows you to automate tasks by integrating various applications like WooCommerce and Gmail seamlessly.

Once on the Pabbly Connect page, you can either sign up for a free account or log in if you already have an account. Signing up gives you access to 100 free tasks every month, perfect for testing the integration capabilities.

2. Setting Up WooCommerce Trigger in Pabbly Connect

In this step, we will set up a trigger in Pabbly Connect that activates when a new order is placed in WooCommerce. This is crucial for automating the invoice generation process.

Follow these steps to set up the trigger:

Select WooCommerce as the trigger application.
Choose the event as “New Order Created”.
Connect your WooCommerce account to Pabbly Connect by copying the webhook URL provided.

After completing these steps, your WooCommerce account will be ready to send data to Pabbly Connect whenever a new order is placed.

3. Configuring Webhooks in WordPress for WooCommerce

Next, you need to configure webhooks in your WordPress WooCommerce settings to allow Pabbly Connect to receive data from new orders. This step is essential for linking WooCommerce with Pabbly Connect.

Here’s how to set it up:

Go to WooCommerce settings in your WordPress account.
Select the Advanced tab and then Webhooks.
Click on “Add Webhook” and enter the webhook URL from Pabbly Connect.

This configuration ensures that any new order placed in WooCommerce is sent directly to Pabbly Connect, facilitating the automation process.

4. Creating Invoices with Xero through Pabbly Connect

Once the webhook is set up, the next step is to create invoices automatically using Xero. Pabbly Connect simplifies this process by allowing you to map data from WooCommerce directly into Xero.

Follow these steps:

Select Xero as the action application in Pabbly Connect.
Choose “Create Invoice” as the action event.
Map the necessary fields such as customer name, email, and product details from the WooCommerce data.

After completing these steps, an invoice will be created in Xero automatically whenever a new order is placed in WooCommerce, thanks to Pabbly Connect facilitating the integration.

5. Sending Invoices via Gmail Using Pabbly Connect

The final step is to send the generated invoice to the customer’s email using Gmail. This can be done seamlessly through Pabbly Connect, ensuring that customers receive their invoices promptly.

Here’s how to set it up:

Select Gmail as the action application in Pabbly Connect.
Choose “Send Email” as the action event.
Map the recipient’s email address and the invoice URL in the email body.

After these steps, customers will automatically receive their invoices via email, thanks to the powerful capabilities of Pabbly Connect in integrating WooCommerce and Gmail.

Conclusion

This tutorial demonstrated how to automate invoice generation and email notifications using Pabbly Connect with WooCommerce and Gmail. By following these steps, you can streamline your business processes and enhance customer satisfaction.