How to Create Wave Invoice on Paperform Submission Using Pabbly Connect

Learn how to create a Wave invoice automatically on Paperform submission using Pabbly Connect with this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Wave Invoice Creation

To start the integration process, access Pabbly Connect by visiting its website. If you’re not a user yet, you can sign up for free and receive 100 tasks every month. Once you have an account, log in to your Pabbly Connect dashboard.

After logging in, you will see a variety of applications available in Pabbly Connect. Click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard, where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, workflows are essential for automating tasks. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow and select a folder to save it.

• Name your workflow as ‘Create Wave Invoice on Paperform Submission’.
• Select the folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click the ‘Create’ button. You will now see two windows: one for the trigger and one for the action.

3. Setting Up the Trigger for Paperform Submission

The next step involves setting up the trigger in your Pabbly Connect workflow. Select ‘Paperform’ as the trigger application and choose ‘New Form Submission’ as the trigger event. This ensures that whenever a form is submitted on Paperform, it triggers the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, and then navigate to your Paperform account. In Paperform, select the form you want to integrate, go to the ‘After Submission’ panel, and find the ‘Integrations and Webhook’ section.

• Click on ‘Add Webhook’ and paste the copied URL from Pabbly Connect.
• Select ‘New Submission’ as the trigger option and click ‘Create’.

Now, your Paperform is connected to Pabbly Connect, and you’re ready to test the integration.

4. Testing the Integration with a Test Submission

To ensure that the integration works correctly, perform a test submission on your Paperform. Fill in the required fields and submit the form. After submission, return to Pabbly Connect to check if the response has been captured.

If the response is successfully captured, it indicates that your Paperform is properly connected to Pabbly Connect. You will see the details of the submission, including the selected service and customer information.

Verify that the form ID, submission ID, and customer details are present. Ensure that the selected service is displayed correctly in the response.

With the successful test submission, you can now proceed to set up the action step for creating an invoice in Wave.

5. Creating a Wave Invoice Based on Form Submission

For the action step, select ‘Wave’ as the action application and choose ‘Create Invoice’ as the action event. This will allow you to create an invoice in your Wave account based on the details captured from the Paperform submission.

Before creating the invoice, you need to check if the customer exists in your Wave account. Use the ‘Get Customer by Email’ action event to search for the customer using the email provided in the form submission. Connect Wave to Pabbly Connect by clicking on the ‘Connect’ button and authorizing access.

Select the business from which you want to create the invoice. Map the email field from the previous step to check for the existing customer.

If the customer exists, you can directly create the invoice. If not, create a new customer in Wave and then proceed to invoice creation. This seamless automation through Pabbly Connect ensures that you can focus on your marketing services without the hassle of manual invoicing.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating a Wave invoice on Paperform submission using Pabbly Connect. This integration streamlines your workflow, allowing you to focus on delivering exceptional services while ensuring timely invoicing for your clients.