How to Create Xero Invoice on Gravity Forms Submission Using Pabbly Connect

Learn how to create Xero invoices from Gravity Forms submissions using Pabbly Connect. This detailed tutorial guides you step-by-step through the integration process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Xero invoice on Gravity Forms submission, the first step is to access Pabbly Connect. This platform will facilitate the integration between Gravity Forms and Xero seamlessly. Start by visiting the Pabbly Connect website and signing in to your Pabbly account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you’ll find options to create new workflows. Select the option to create a new workflow and give it an appropriate name, such as ‘Create Xero Invoice on Gravity Forms Submission’. This will help you keep track of your automation tasks effectively.

2. Setting Up Gravity Forms for Submission

Now, you need to set up your Gravity Forms to trigger the invoice creation in Xero. Go to your WordPress site where Gravity Forms is installed. Click on the Forms option and select the form you want to use for this integration.

• Navigate to the Settings of your selected Gravity Form.
• Scroll down to find the Webhooks option.
• Add a new Webhook by clicking on the ‘Add New’ button.

In this Webhook configuration, you will need to enter the Webhook URL provided by Pabbly Connect. This URL acts as a bridge between Gravity Forms and Pabbly Connect, allowing data to flow from one to the other. After entering the URL, make sure to select the request method as POST.

3. Creating the Invoice in Xero

After setting up the Gravity Forms Webhook, the next step involves configuring Pabbly Connect to create an invoice in Xero. In your Pabbly Connect dashboard, select Xero as your action application. Choose the action event as ‘Create Invoice’.

Now, you will be prompted to connect your Xero account to Pabbly Connect. Follow the authorization steps to link your Xero account. Once connected, you will need to map the fields from your Gravity Forms submission to the corresponding fields in Xero. This includes fields like customer name, email, and invoice amount.

4. Mapping Fields in Pabbly Connect

Mapping the fields is a crucial step in this integration process. In Pabbly Connect, you will see options to insert data from your Gravity Forms submission directly into the Xero invoice fields. For example, map the customer name from the form submission to the invoice field in Xero.

• Select the corresponding fields from the dropdown list in Pabbly Connect.
• Ensure all mandatory fields in Xero are filled correctly.
• Test the mapping to confirm data is flowing correctly.

After mapping the necessary fields, save your settings in Pabbly Connect. This will ensure that every new submission from Gravity Forms will trigger the creation of an invoice in Xero automatically.

5. Testing the Integration

Once everything is set up, it is essential to test the integration to ensure it works as intended. Go back to your Gravity Forms and submit a test entry. This will trigger the Webhook and send data to Pabbly Connect.

After submitting the form, return to your Pabbly Connect dashboard. Check the workflow to see if the data has been received and if the invoice has been created in Xero successfully. If any issues arise, revisit the mapping and Webhook settings to troubleshoot the problem.

Conclusion

By following this detailed tutorial, you can seamlessly create Xero invoices from Gravity Forms submissions using Pabbly Connect. This integration automates the process, saving time and reducing manual errors. Start automating your workflow today!