How to Create Xero Invoice on Typeform Submission Using Pabbly Connect

Learn how to automate Xero invoice creation from Typeform submissions using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create a Xero invoice on Typeform submission, start by accessing Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. Here, you will see options to sign in or sign up for free.

If you’re a new user, click on ‘Sign up for free’ to receive 100 tasks free every month. As an existing user, click on ‘Sign in’ to access your dashboard. Once signed in, locate the Pabbly Connect tool and click on ‘Access Now’ to begin your automation process.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name it something relevant, like ‘Create Xero Invoice on Typeform Submission’ and select the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• This window allows you to set up triggers and actions for your automation.

Triggers are events that start the workflow, while actions are tasks that follow. In this case, the trigger will be a new entry in Typeform, which will initiate the creation of an invoice in Xero through Pabbly Connect.

3. Setting Up Typeform as the Trigger Application

Now, you need to configure the trigger application. Search for and select ‘Typeform’ as your trigger application in Pabbly Connect. Choose the ‘New Entry’ trigger event, which will activate the workflow when a new submission is made.

Click on ‘Connect’ to set up a new connection. If you have not connected your Typeform account before, click on ‘Add New Connection’. Then, click on the blue button labeled ‘Connect with Typeform’. You will be prompted to grant permissions; click ‘Accept’ to proceed.

4. Selecting the Typeform and Testing the Trigger

Once connected, select the specific form you want to use for this automation. In this example, choose the ‘Inquiry Form’ that collects potential client details. After selecting the form, click on ‘Save and Send Test Request’ to capture a test submission.

To perform the test, open your Typeform account and navigate to the ‘Share’ option. Copy the shareable link and fill in the form with test data, such as a demo name and email. After submitting the form, return to Pabbly Connect to see if the response has been captured successfully.

• Ensure all test data matches the fields in your Typeform.
• Verify that Pabbly Connect shows the captured response correctly.

This confirms that your trigger setup is functioning as intended.

5. Setting Up Xero as the Action Application

Next, select ‘Xero’ as your action application in Pabbly Connect. Choose the ‘Create Invoice’ action event to generate an invoice based on the Typeform submission. Click on ‘Connect’ to establish a connection with your Xero account.

Just like before, if you haven’t connected Xero yet, click on ‘Add New Connection’ and then ‘Connect with Xero’. Authorize the connection by clicking ‘Continue with Organization’ and granting the necessary permissions.

Select your organization from the dropdown menu in Xero. Map the fields from the Typeform response to the invoice fields in Xero.

After mapping the necessary fields, click on ‘Send Test Request’ to confirm that the invoice is created successfully in Xero. You should see a confirmation message indicating that the invoice was generated.

Conclusion

Using Pabbly Connect, you can seamlessly automate the creation of Xero invoices from Typeform submissions. This integration streamlines your invoicing process, saving time and reducing manual errors. Follow the steps outlined in this tutorial to set up your automation today!