Creating QuickBooks Invoices from Paperform Submissions Using Pabbly Connect

Learn how to automate QuickBooks invoice creation from Paperform submissions using Pabbly Connect with this step-by-step guide. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Using Pabbly Connect to Automate Invoice Creation

To automate the process of creating QuickBooks invoices from Paperform submissions, we begin by accessing Pabbly Connect. This platform serves as the integration hub that connects various applications, allowing for seamless automation. First, sign in to your Pabbly Connect account. If you’re a new user, you can create an account for free, which includes 100 free tasks each month.

Once logged in, navigate to the dashboard where you will see all your applications. Click on the Pabbly Connect option to start creating a workflow. This workflow will automate the invoice creation process whenever a new submission is made through Paperform.

2. Creating a Workflow in Pabbly Connect

To set up the automation, we need to create a new workflow in Pabbly Connect. Click on the top right corner button labeled ‘Create Workflow’. A pop-up window will appear prompting you to name the workflow. Enter a name such as ‘Create QuickBooks Invoice on Paperform Submission’ and select a folder to save it in.

• Workflow Name: Create QuickBooks Invoice on Paperform Submission
• Select Folder: QuickBooks Automations

After naming the workflow, click the ‘Create’ button. This will set up your workflow with two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.

3. Setting Up the Trigger for Paperform Submissions

The next step is to configure the Trigger for our workflow. In the Trigger section, select Paperform as the application and choose the event as ‘New Form Submission’. This will ensure that every time a new submission is made via Paperform, the workflow is activated.

Upon selecting the trigger, Pabbly Connect will provide a webhook URL. This URL is crucial as it will connect Paperform to Pabbly Connect. Copy the provided webhook URL and then navigate to your Paperform account.

• Select Paperform Application
• Choose Trigger Event: New Form Submission
• Copy Webhook URL from Pabbly Connect

In Paperform, go to your form settings, find the Integrations section, and select Webhooks. Paste the copied URL into the designated field and set the trigger to ‘New Submission’. Click ‘Create’ to finalize this integration.

4. Creating a Customer in QuickBooks via Pabbly Connect

Once the trigger is set up, the next step involves creating a customer in QuickBooks. In the Action section of your Pabbly Connect workflow, select QuickBooks as the application and choose ‘Create Customer’ as the action event. This allows you to automatically add customers based on the submissions received.

Connect your QuickBooks account to Pabbly Connect by clicking the ‘Connect’ button. After authorizing the connection, you will need to map the customer details from the Paperform submission. This includes fields such as first name, last name, email address, and phone number.

Select QuickBooks Application Choose Action Event: Create Customer Map Customer Details from Paperform Submission

After mapping the necessary details, click on ‘Save and Send Test Request’ to create the customer in QuickBooks. You can verify this by checking your QuickBooks customer list to confirm that the new customer has been added successfully.

5. Creating an Invoice in QuickBooks from Paperform Submission

With the customer created, the final step is to generate an invoice in QuickBooks. In the Action section of your Pabbly Connect workflow, add another action and select QuickBooks again, this time choosing ‘Create Invoice’ as the action event. This allows you to create an invoice for the customer based on their selected service.

Map the customer ID from the previous step to ensure the invoice is linked to the correct customer. You will also need to map other details such as the service description, quantity, and price. Once all necessary fields are filled, click ‘Save and Send Test Request’ to create the invoice.

Select QuickBooks Application Choose Action Event: Create Invoice Map Invoice Details from Paperform Submission

Check your QuickBooks account to confirm that the invoice has been successfully created for the customer. This completes the automation process, allowing you to focus on providing quality services while Pabbly Connect handles the invoicing.

Conclusion

In this tutorial, we explored how to automate the creation of QuickBooks invoices from Paperform submissions using Pabbly Connect. This integration not only saves time but also ensures accuracy in your invoicing process. By following the steps outlined, you can streamline your workflow and enhance your business efficiency.