How to Create Xero Invoice on Paperform Submission with Pabbly Connect

Learn how to automate the creation of Xero invoices from Paperform submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of creating Xero invoices from Paperform submissions, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect/ in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button. This allows you to create a free account and receive 100 free tasks each month to explore the platform. Existing users can simply sign in to their accounts.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ option located at the top right corner. A dialog box will appear asking for a name for your workflow.

• Name your workflow as ‘Create Xero Invoice on Paperform Submission.’
• Select a folder for better organization, such as ‘Financial Management.’
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result of that trigger.

3. Setting Up the Trigger in Pabbly Connect

To begin, select ‘Paperform’ as the trigger application in Pabbly Connect. You will then choose the trigger event, which in this case is ‘New Submission.’ This event will initiate the workflow whenever a new form is submitted.

Upon selecting the trigger, you will receive a webhook URL. This URL is essential as it acts as a bridge for transferring data from Paperform to Pabbly Connect. Copy the webhook URL and proceed to your Paperform account.

• Edit the specific form you want to connect.
• Navigate to the ‘Integrations and Webhooks’ section.
• Add the copied webhook URL and select ‘New Submission’ as the trigger event.

Once the webhook is successfully added, return to Pabbly Connect. It will show that it is waiting for a webhook response, indicating that the connection is ready for testing.

4. Testing the Webhook Response

To test the webhook, you need to submit the form from Paperform. Open the form link and fill in the required details, such as the student’s name, email, and phone number, then submit the form.

After submission, go back to Pabbly Connect, and you should see the response captured. This response will include all the details submitted through the form, confirming that the connection between Paperform and Pabbly Connect is successful.

Check the details like submission ID, email, name, and timestamp. Ensure all the submitted information is accurately displayed.

With the successful capture of the webhook response, you are now ready to set up the action part of the workflow.

5. Creating an Invoice in Xero Using Pabbly Connect

Now that the trigger is set, you need to configure the action step to create an invoice in Xero. Select ‘Xero’ as the action application in Pabbly Connect and choose ‘Create Invoice’ as the action event.

Next, you will need to connect your Xero account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to allow access to your Xero account. Ensure you are logged into Xero to facilitate this process.

Select the organization and type of invoice you wish to create. Map the fields from the Paperform submission to the invoice fields in Xero. Set the invoice status, line item description, and amount.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to create the invoice. You should see a confirmation that the invoice has been created successfully in Xero, reflecting all the details from the Paperform submission.

Conclusion

By following these steps, you can effectively automate the creation of Xero invoices from Paperform submissions using Pabbly Connect. This integration streamlines your invoicing process, saving time and reducing manual errors.

Utilizing Pabbly Connect allows you to link various applications effortlessly, enhancing your business operations. Start automating today for better efficiency and productivity!