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

Learn how to create a Wave invoice automatically on Zoho Forms submission using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Zoho Forms Integration

To create a Wave invoice on Zoho Forms submission, you need to start by accessing Pabbly Connect. This powerful integration platform allows you to automate tasks without any coding skills. Simply visit the Pabbly Connect website and sign in to your account.

Once logged in, you will be directed to the dashboard. Here, you can manage your workflows and integrations. Click on the ‘Create Workflow’ button to begin setting up your automation between Zoho Forms and Wave using Pabbly Connect.

2. Create Workflow for Zoho Forms Submission

In this step, you will create a workflow specifically designed to capture submissions from Zoho Forms. Start by naming your workflow appropriately, such as ‘Create Wave Invoice on Zoho Forms Submission’. Select the folder where you want to save this workflow.

• Name the workflow clearly for easy identification.
• Select the appropriate folder for organization.

After naming your workflow, proceed to set the trigger event. Choose Zoho Forms as the trigger application and select the event as ‘New Form Submission’. This configuration allows Pabbly Connect to initiate the workflow whenever a new form is submitted.

3. Set Up Zoho Forms Integration

Now it’s time to establish the connection between Zoho Forms and Pabbly Connect. You will need to copy the provided webhook URL from Pabbly Connect and paste it into your Zoho Forms integration settings. This step is crucial as it enables data transfer from Zoho Forms to Pabbly Connect.

To do this, log in to your Zoho Forms account, navigate to the integration settings, and select Webhooks. Paste the copied URL and save the changes. This integration allows Pabbly Connect to receive data from your form submissions automatically.

4. Create Wave Invoice from Form Data

With the integration established, you can now configure Pabbly Connect to create a Wave invoice based on the data received from Zoho Forms. In the next action step, choose Wave as the application and select the event ‘Create Invoice’.

• Map the customer email from Zoho Forms response to the Wave invoice.
• Enter the necessary details such as item description, quantity, and price.

This step ensures that every time a new submission is made, Pabbly Connect automatically generates an invoice in Wave, streamlining your billing process.

5. Test and Activate Your Workflow

Finally, it’s essential to test your workflow to ensure everything operates smoothly. Submit a test form in Zoho Forms and check if the invoice is created in Wave as expected. If the test is successful, activate your workflow.

With the workflow activated, Pabbly Connect will now handle the creation of Wave invoices automatically whenever a new form submission occurs in Zoho Forms. This integration significantly enhances your operational efficiency.

Conclusion

In this tutorial, we explored how to create a Wave invoice automatically using Zoho Forms submissions through Pabbly Connect. By following these steps, you can streamline your invoicing process and enhance your business operations.