How to Create a GST Invoice Sheet on Instamojo Payment with Pabbly Connect

Learn how to automate your GST invoice creation on Instamojo using Pabbly Connect. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for GST Invoice Automation

To create a GST invoice sheet on Instamojo, the first step is to access Pabbly Connect. This platform enables seamless integration between various applications, ensuring that your payment data is efficiently processed and recorded.

Start by navigating to the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up Free’ to create one. Once logged in, you will reach the dashboard where you can easily set up your workflows for automation.

2. Creating the Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on ‘Create Workflow’ to start your automation process. Name your workflow something relevant, like ‘Instamojo to Google Sheets GST Details’. This name helps in identifying the workflow later. using Pabbly Connect

• Click on ‘Access Now’ for Pabbly Connect.
• Select ‘Create Workflow’ and enter your workflow name.
• You will see two windows: Trigger and Action.

This is where you will set up the trigger event, which will be a new payment received on Instamojo. The action will be to add the payment details into a Google Sheet along with the applicable GST percentage.

3. Setting Up the Trigger for Instamojo Payments

In the trigger window, select ‘Instamojo’ as your application. From the trigger event dropdown, choose ‘New Sale’. This will allow Pabbly Connect to capture any new payment made through your Instamojo account. using Pabbly Connect

After selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL as you will need to connect it to your Instamojo payment page. This connection is crucial for Pabbly Connect to receive payment data.

4. Connecting Instamojo to Pabbly Connect

To connect Instamojo with Pabbly Connect, go to your Instamojo dashboard. Navigate to the Smart Pages section where you have created your payment page. Edit the page and scroll down to find the option labeled ‘Add Webhook’. using Pabbly Connect

• Turn on the ‘Add Webhook’ option.
• Paste the copied webhook URL from Pabbly Connect.
• Click ‘Save and Update’ to finalize the connection.

This setup ensures that every time a payment is made on your Instamojo page, the details will be captured and sent to Pabbly Connect for further processing.

5. Adding Payment Data to Google Sheets

After capturing the payment details in Pabbly Connect, the next step is to send this information to Google Sheets. In the action window, select ‘Google Sheets’ as the application and choose the action event ‘Add New Row’. This will allow you to enter the payment details into a specific Google Sheet. using Pabbly Connect

Connect your Google Sheets account to Pabbly Connect by following the prompts. Choose the spreadsheet and the specific sheet where you want to add the payment data. Map the fields from the Instamojo payment details to the corresponding columns in your Google Sheet, ensuring that all relevant information, including GST percentages, is accurately recorded.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of creating GST invoices from Instamojo payments. This integration not only saves time but also ensures that all payment details are accurately recorded in your Google Sheets, making tax management much easier for your accountant. By following the steps outlined in this tutorial, you can streamline your invoicing process and maintain accurate financial records.