Create Wave Invoice on Tally Forms Submission Using Pabbly Connect

Learn how to automate Wave invoice creation through Tally Forms submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the Wave invoice creation process, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can see all the available applications. Click on the ‘Access Now’ button under the Pabbly Connect option to get started with creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection. Name your workflow ‘Create Wave Invoice on Tally Form Submission’ and choose the appropriate folder for saving.

• Enter a descriptive workflow name.
• Select a folder to organize your workflows.
• Click the ‘Create’ button to finalize.

Once your workflow is created, you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result of that trigger. You will set up the trigger first by selecting Tally as the trigger application.

3. Setting Up the Trigger with Tally Forms

In this step, you will configure the trigger for your workflow in Pabbly Connect. Select Tally as your trigger application and choose ‘New Response’ as the trigger event. This means that whenever there is a new form submission in Tally, it will trigger the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect your Tally form to Pabbly Connect. Open your Tally account, navigate to the form settings, and go to the Integrations option. Under Webhooks, paste the copied webhook URL and click the connect button.

• Select Tally as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Paste the webhook URL in Tally’s integration settings.

After connecting, return to your Pabbly Connect workflow and test the form submission to ensure that the connection is successful. You should see the response captured in your workflow.

4. Creating an Invoice in Wave

Now that your trigger is set up, the next step is to create an invoice in Wave based on the form submission. In this section, you will set up the action step in Pabbly Connect. Select Wave as the action application and choose ‘Create Invoice’ as the action event.

Before creating the invoice, you need to check if the client is an existing customer in your Wave account. If they are, you can directly create the invoice. If not, you will first create the customer in Wave. Use the email from the form submission to check for existing customers by selecting ‘Get Customer by Email’ as the action event.

Select Wave as the action application. Choose ‘Get Customer by Email’ as the action event. Map the email from the previous response to find the customer.

Once you receive the customer ID, you can proceed to create the invoice for that customer using the ‘Create Invoice’ action event. Map the necessary fields such as customer ID, product details, and pricing based on the service selected in Tally.

5. Finalizing the Automation Process

After setting up the invoice creation, you can finalize the workflow by adding conditions using the Router by Pabbly feature. This allows you to create different routes based on whether the customer is existing or new. Set up the conditions to check for the customer ID and create the invoice accordingly. using Pabbly Connect

For existing customers, directly create the invoice using the customer ID. For new customers, first create the customer in Wave and then proceed to create the invoice. Test the workflow by submitting a new form in Tally and verify that the invoice is created in Wave.

Use Router by Pabbly to set conditions for existing and new customers. Create invoices based on the customer type. Verify the invoice creation in your Wave account.

Once everything is set up correctly, your workflow will automatically create invoices in Wave whenever a new form submission occurs in Tally. This automation saves time and ensures that all inquiries are efficiently documented.

Conclusion

In this tutorial, we demonstrated how to automate Wave invoice creation using Tally Forms submissions through Pabbly Connect. By following the steps outlined, you can streamline your invoicing process and improve efficiency in your workflow. With Pabbly Connect, integrating various applications has never been easier.