How to Create QuickBooks Invoice on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate QuickBooks invoice creation on Contact Form 7 submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create QuickBooks invoices on Contact Form 7 submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see various Pabbly applications. Select Pabbly Connect to access the dashboard. Here, you can create a new workflow that automates the process of generating invoices whenever a form submission occurs.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box where you can name your workflow. For this integration, name it ‘Create QuickBooks Invoice on Contact Form 7 Submission’.

Next, select a folder to save your workflow. Choose the folder labeled ‘QuickBooks Automations’ from the dropdown menu. After naming your workflow and selecting the appropriate folder, click the ‘Create’ button to finalize your workflow setup.

• Click on ‘Create Workflow’.
• Name your workflow.
• Select the folder.
• Click ‘Create’.

Your workflow will now have two sections: Trigger and Action. This is where you will define what initiates the workflow and what action will be taken as a result.

3. Setting Up the Trigger with Contact Form 7

In the Trigger section, select ‘Contact Form 7’ as the application. The trigger event you need to choose is ‘New Form Submission’. This will allow Pabbly Connect to monitor any new submissions made through your Contact Form 7.

Once you select the trigger application and event, Pabbly Connect will generate a unique webhook URL. Copy this URL, as you will need it to connect Contact Form 7 to Pabbly Connect.

• Choose ‘Contact Form 7’ as the trigger application.
• Select ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL.

Now, navigate to your WordPress dashboard where Contact Form 7 is installed. You will need to integrate this webhook URL into the form settings.

4. Integrating Contact Form 7 with Pabbly Connect

In your WordPress dashboard, go to the Contact Form 7 plugin and find the form you created for student inquiries. Click on the ‘Edit’ button to access the form settings. From the settings panel, navigate to the Webhook section.

In the Webhook section, paste the webhook URL you copied from Pabbly Connect. After entering the URL, make sure to save the changes by clicking the ‘Save’ button. This step ensures that every time a student submits a form, the data will be sent to Pabbly Connect.

Access the Contact Form 7 form in your WordPress dashboard. Navigate to the Webhook section. Paste the webhook URL and save changes.

With this integration complete, Pabbly Connect is now ready to capture any new submissions made through Contact Form 7.

5. Testing the Integration and Creating Invoices

To ensure that everything is working correctly, perform a test submission using your Contact Form 7. Fill in the required fields and click the submit button. After submission, return to your Pabbly Connect dashboard and check if the response has been captured.

If the test submission was successful, you will see the data reflected in the trigger section of your workflow. Now, proceed to set up the action step to create an invoice in QuickBooks. Select ‘QuickBooks’ as the action application and choose ‘Create Invoice’ as the action event.

Perform a test submission on Contact Form 7. Check the trigger section for the captured data. Set up the action step to create an invoice in QuickBooks.

By following these steps, Pabbly Connect will automatically create an invoice in your QuickBooks account based on the details submitted through Contact Form 7.

Conclusion

In this tutorial, we explored how to automate the creation of QuickBooks invoices using Pabbly Connect when a new submission occurs in Contact Form 7. This integration streamlines your invoicing process and enhances your workflow efficiency. By implementing these steps, you can easily manage your student inquiries and finances seamlessly.