Creating Documents in PandaDoc with Pabbly Connect: A Step-by-Step Guide

Learn how to create documents in PandaDoc using Pabbly Connect with our detailed tutorial. Automate your invoice generation seamlessly! 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 Document Automation

To start using Pabbly Connect for document automation, first, navigate to the Pabbly Connect website. Sign up for a free account or log into your existing account. Once logged in, you will land on the Pabbly Connect dashboard where you can create your workflows.

Click on the ‘Create Workflow’ button to begin setting up your document automation process. You can name your workflow something like ‘WooCommerce to PandaDoc’ to easily identify its purpose. This sets the stage for integrating WooCommerce with PandaDoc through Pabbly Connect.

2. Setting Up the WooCommerce Trigger in Pabbly Connect

In this section, we will configure the trigger that will initiate the workflow. Select WooCommerce as your trigger application. From the dropdown menu, choose the event ‘New Order Created.’ This event will signal Pabbly Connect to start the automation whenever a new order is placed.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL needs to be copied and pasted into your WooCommerce settings to establish the connection. Follow these steps to add the webhook:

• Log into your WordPress site and navigate to WooCommerce settings.
• Go to the Advanced tab and select Webhooks.
• Click on ‘Add Webhook,’ enter a name, set the status to Active, and paste the webhook URL.

After saving the webhook, your WooCommerce store will be successfully connected to Pabbly Connect. This integration allows Pabbly Connect to receive order details automatically whenever a new order is created.

3. Transforming Order Data Using Pabbly Connect

Once the WooCommerce trigger is set up, the next step is to transform the order data. In this step, we will use the Data Transformer feature in Pabbly Connect to format the order details appropriately. Select the Data Transformer module and choose the ‘Line Itemizer’ action.

This action will help segregate the line items from the order details. You will need to map the line items array from the WooCommerce response to this action. This ensures that the data is structured correctly for the next steps in the workflow.

• Select the line items array from the previous WooCommerce response.
• Click ‘Save and Send Test Request’ to confirm that the data is transformed correctly.

After successfully transforming the data, you will receive a structured response that can be used in the next steps of creating the document in PandaDoc.

4. Creating a Section in PandaDoc via Pabbly Connect

Now that we have the order data formatted, the next step is to create a section in PandaDoc. In Pabbly Connect, select PandaDoc as your action application and choose the ‘Generate a Section Item’ event. This action will allow you to create a section in your PandaDoc template.

Connect your PandaDoc account by entering the API key. After establishing the connection, you will need to select the template you wish to use. Map the necessary fields such as section name and line items to ensure that the order details are included in the document.

Select the template from PandaDoc for invoice creation. Map the section details including product names, prices, and quantities.

Once all fields are mapped, click ‘Save and Send Test Request’ to create the section. This section will now hold the order details and will be ready to be added to the pricing table in the next step.

5. Finalizing Document Creation in PandaDoc with Pabbly Connect

In the final step, we will create the document in PandaDoc using the section we just created. Again, select PandaDoc as your action application, and this time choose the ‘Create Document’ event. This step will generate the final document that includes all the mapped details from the previous steps.

Map the document name, recipient details, and the pricing table containing the order information. Ensure to include the customer’s name and invoice details to personalize the document. Once all fields are mapped correctly, click ‘Save and Send Test Request’ to create the document.

After clicking the button, you will receive a confirmation response indicating that the document has been created successfully. Check your PandaDoc account to see the newly generated invoice, confirming that the integration using Pabbly Connect worked seamlessly.

Conclusion

In this tutorial, we explored how to automate document creation in PandaDoc using Pabbly Connect. By integrating WooCommerce with PandaDoc, you can streamline your invoice generation process, ensuring efficiency and accuracy in your business operations. Start using Pabbly Connect today to enhance your automation capabilities!