How to Create Wave Invoice on Google Forms Submission Using Pabbly Connect

Learn how to automate Wave invoice creation from Google Forms submissions using Pabbly Connect in this step-by-step tutorial. 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. Setting Up Pabbly Connect for Google Forms and Wave Integration

To automate the creation of Wave invoices from Google Forms submissions, you need to start with Pabbly Connect. First, visit the Pabbly Connect homepage and log in to your account. If you are a new user, you can sign up for free and explore the platform with 100 free tasks each month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow ‘Create Wave Invoice on Google Form Submission’ and select an appropriate folder for organization. After setting this up, you will see options for triggers and actions, where you will define how Pabbly Connect will facilitate the integration.

2. Configuring Google Forms as a Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the list of applications and choose the trigger event ‘New Response Received’. This means that every time a new submission is made in your Google Form, it will initiate the workflow.

• Select the Google Forms trigger application.
• Choose the trigger event as ‘New Response Received’.
• Copy the provided webhook URL for integration.

Next, you need to integrate this webhook URL into your Google Form. Go to the responses section of your Google Form, select ‘View in Sheets’, and link it to a Google Sheet. This will ensure that every submission is recorded in the sheet and can be processed by Pabbly Connect.

3. Linking Google Sheets with Pabbly Connect

After configuring the Google Form, the next step is to link Google Sheets with Pabbly Connect. In your Google Sheet, install the Pabbly Connect Webhooks add-on. This will allow you to send data from the sheet to Pabbly Connect whenever a new response is recorded.

To do this, navigate to the Extensions menu, select Add-ons, and search for Pabbly Connect Webhooks. Install the add-on and refresh your sheet to see the new options. Set up the initial configuration by pasting the webhook URL and specifying the trigger column, which will be the last column where data is filled.

4. Creating the Invoice in Wave Using Pabbly Connect

Once the Google Forms and Sheets integration is complete, you will configure the action step in Pabbly Connect to create an invoice in Wave. Select Wave as the action application and choose the action event ‘Create Invoice with Basic Details’.

In this step, you will need to map the customer details, including their email and service type, which were captured from the Google Form submission. Use the customer ID obtained from the previous steps to ensure that the invoice is created for existing customers. If the customer is new, ensure to create their profile in Wave before generating the invoice.

• Select Wave as the action application.
• Choose the action event ‘Create Invoice with Basic Details’.
• Map the necessary fields like customer ID, service type, and invoice title.

After mapping all the necessary fields, use the ‘Save and Send Test Request’ option to verify that the invoice is created successfully in your Wave account. This step ensures that every new Google Form submission results in an automatic invoice generation.

5. Finalizing the Integration and Testing

To finalize your integration, ensure that the workflow is tested thoroughly. Submit a test entry in your Google Form to see if an invoice is generated in Wave as expected. Check both the Google Sheets and Wave to confirm that the data flows correctly.

If everything is set up correctly, every time a new form is submitted, a corresponding invoice will be created in Wave without any manual effort. This seamless integration through Pabbly Connect not only saves time but also reduces the risk of errors in the invoicing process.

In case of any issues, revisit your configurations in Pabbly Connect and ensure all fields are mapped correctly. With Pabbly Connect, you can easily manage and automate this process, enhancing your business efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Wave invoices from Google Forms submissions. By following these steps, you can streamline your invoicing process and save valuable time.