How to Create Invoices from Stackby Using Pabbly Connect

Learn how to create invoices from Stackby and generate FreshBooks invoices automatically using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create invoices from Stackby using Pabbly Connect, start by accessing the Pabbly Connect platform. This powerful automation tool allows seamless integration between Stackby and FreshBooks, ensuring that every new record in Stackby generates an invoice in FreshBooks automatically. using Pabbly Connect

Begin by navigating to the Pabbly website and signing up for a free account if you are a new user. Once signed in, you will find the option to create a new workflow. This workflow setup is crucial as it will define how Pabbly Connect facilitates the integration between Stackby and FreshBooks.

2. Creating the Integration Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect that connects Stackby and FreshBooks. Click on the plus sign to create a new workflow and name it appropriately, such as ‘Stackby to FreshBooks Integration’. This name will help you identify the workflow later. using Pabbly Connect

• Click on the trigger window to select Stackby as your application.
• In the trigger event, choose ‘New Row’ to capture new records in Stackby.
• Connect your Stackby account by entering your API key, which can be found in your Stackby account settings.

After connecting, select the specific workspace and table where you will be adding new records. This step is essential as it allows Pabbly Connect to monitor the correct data source for invoice generation.

3. Adding Records in Stackby to Trigger Invoices

Once the workflow is set up, you can start adding records in Stackby. For instance, create a new record by entering the customer’s first name, last name, email, product name, unit cost, and quantity. Each time you add a new record, Pabbly Connect will recognize this as a trigger to generate a corresponding invoice in FreshBooks. using Pabbly Connect

Ensure that the details are accurately filled in, as Pabbly Connect will use these details to create the invoice. For example, if you enter the first name as ‘Adam’, last name as ‘Smith’, and the product name as ‘Pabbly Connect’, these details will be automatically transferred to FreshBooks.

4. Formatting Data for FreshBooks Invoices

After adding records, the next step is to format the data before it reaches FreshBooks. Pabbly Connect allows you to use the Date and Time Formatter to ensure that the date format is compatible with FreshBooks. This step is crucial as FreshBooks requires specific date formats for invoices. using Pabbly Connect

• Select the Date and Time Formatter in the action window of your workflow.
• Map the created date from Stackby to format it according to FreshBooks requirements.
• Choose the desired date format and save the changes.

This formatting ensures that the date appears correctly on the invoices generated in FreshBooks, making the invoices professional and accurate.

5. Finalizing Invoice Creation in FreshBooks

With the data formatted, the final step is to create the invoice in FreshBooks. In Pabbly Connect, select FreshBooks as the application and choose the action event ‘Create Invoice’. This action will use the formatted data and customer information to generate an invoice. using Pabbly Connect

Map all necessary fields such as customer email, product name, quantity, and unit cost from the previously captured data. Once all fields are filled, click on ‘Save and Send Test Request’ to check if the invoice is created successfully in FreshBooks. After a successful test, you can save your workflow in Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect to integrate Stackby with FreshBooks simplifies the invoice creation process. By following the steps outlined, you can automate this workflow efficiently, ensuring that every new record in Stackby generates an accurate invoice in FreshBooks automatically. This integration not only saves time but also enhances accuracy in your invoicing process.