How to Create Zoho Books Invoice on Gravity Forms Submission Using Pabbly Connect

Learn how to automate creating Zoho Books invoices from Gravity Forms submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Zoho Books invoices from Gravity Forms submissions, the first step is to access Pabbly Connect. This integration platform allows you to automate workflows between different applications without any coding skills.

Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account. Existing users can log in using their credentials. Once logged in, you will be directed to the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow, which in this case can be titled ‘Create Zoho Books Invoice on Gravity Forms Submission’.

• Select the folder where you want to save this workflow.
• Choose a trigger event which, in this case, will be a new submission from Gravity Forms.
• Set the action to create an invoice in Zoho Books.

Once you have configured these settings, click on ‘Save’ to finalize the creation of your workflow. This sets the stage for automating the invoice creation process.

3. Connecting Gravity Forms and Zoho Books via Pabbly Connect

The next critical step involves connecting Gravity Forms to Pabbly Connect. You will need to provide a webhook URL from Pabbly Connect into your Gravity Forms settings. This URL acts as a bridge for data transfer.

To set this up, go to your WordPress dashboard, navigate to the Gravity Forms plugin, and select the form you want to connect. In the form settings, find the “Webhooks” option and paste the webhook URL you obtained from Pabbly Connect.

4. Mapping Data from Gravity Forms to Zoho Books

After successfully connecting Gravity Forms to Pabbly Connect, the next step is to map the data from the form submission to the fields required by Zoho Books for invoice creation. This ensures that all necessary information is accurately transferred.

For mapping, you will select the fields you want to transfer, such as customer name, email, and invoice details. Use the mapping feature in Pabbly Connect to link these fields from your Gravity Forms submission to the corresponding fields in Zoho Books.

• Map the customer name from Gravity Forms to the customer name field in Zoho Books.
• Link the email address from the form to the email field in Zoho Books.
• Ensure that the invoice details such as amount and service are also mapped correctly.

Once mapping is complete, save your settings to ensure that the data will be sent correctly when a new form submission occurs.

5. Testing the Integration

The final step is to test the integration to ensure everything works as expected. Submit a test entry through your Gravity Forms to trigger the workflow in Pabbly Connect.

After submitting the form, check your Zoho Books account to verify that the invoice has been created successfully. You should see all the mapped details reflected in the new invoice.

If the invoice appears correctly, congratulations! You have successfully set up the integration between Gravity Forms and Zoho Books using Pabbly Connect. If there are any issues, revisit the mapping and webhook settings to troubleshoot.

Conclusion

By following these steps, you can easily automate the process of creating Zoho Books invoices from Gravity Forms submissions using Pabbly Connect. This integration saves time and ensures accuracy in your invoicing process, allowing you to focus on your business.