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

Learn how to create Xero invoices automatically from Zoho Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Forms and Xero Integration

To create Xero invoices from Zoho Forms submissions, you need to set up Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in or creating a new account. This platform facilitates seamless integration between various applications, including Zoho Forms and Xero.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to initiate your integration process. You will be prompted to name your workflow, which should reflect its purpose, such as ‘Create Xero Invoice on Zoho Form Submission’.

2. Selecting Zoho Forms as the Trigger Application

In this section, you will configure Zoho Forms as the trigger application in Pabbly Connect. Click on the trigger application box and search for ‘Zoho Forms’. Select it to proceed with the setup.

• Choose the trigger event as ‘New Form Submitted’.
• Copy the webhook URL provided by Pabbly Connect.
• This URL will link Zoho Forms to Pabbly Connect.

Next, head over to Zoho Forms and locate the form you want to integrate. Click on the edit button, navigate to the Integrations section, and scroll down to find the Webhook option. Paste the copied webhook URL and select ‘application/json’ as your content type. Ensure your authorization type is set to General.

3. Configuring Action to Create Invoice in Xero

After setting up the trigger, the next step in Pabbly Connect is to configure the action that creates an invoice in Xero. Select Xero as the action application and choose the action event ‘Create Invoice’.

To connect Xero with Pabbly Connect, click on ‘Connect with Xero’. You will be prompted to allow access to your Xero account. Once connected, you will need to fill in the required fields for the invoice, using the data mapped from the Zoho Forms submission.

• Select your organization in Xero.
• Choose the invoice type as ‘Sales Invoice’.
• Map the customer details from the Zoho Forms submission to the invoice fields.

Ensure that all necessary details, including the product, price, and customer information, are accurately filled in to create a valid invoice. This mapping process is crucial for ensuring that the correct information is sent to Xero.

4. Testing the Integration from Zoho Forms to Xero

Once the action is configured, it’s time to test the integration using Pabbly Connect. Go back to Zoho Forms and create a test submission to see if the data flows correctly to Xero.

After submitting the test form, return to Pabbly Connect. You should see the response from the Zoho Forms submission in your Pabbly Connect dashboard. This indicates that the integration is working correctly and that the data has been received.

Next, check your Xero account to confirm that the invoice has been created successfully. You should see the newly generated invoice with all the details from your Zoho Forms submission. This confirms that the Pabbly Connect integration is functioning as intended.

5. Conclusion: Streamlining Your Invoicing Process

In conclusion, using Pabbly Connect to integrate Zoho Forms with Xero allows for seamless invoice creation based on form submissions. This automation eliminates manual data entry, saving time and reducing errors.

By following the steps outlined in this tutorial, you can enhance your invoicing process and ensure accurate billing. Each time a new form is submitted in Zoho, a corresponding invoice will be automatically generated in Xero, improving your business efficiency.