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

Learn how to automate invoice creation in Zoho Books from Wix Forms submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho Books invoice automatically from Wix Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in. If you are a new user, sign up for a free account which gives you access to 100 tasks per month.

Once logged in, you will be directed to your dashboard. From there, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Create Zoho Books Invoice on Wix Forms Submission’. After naming your workflow, click on the ‘Create’ button to proceed to the workflow setup.

2. Setting Up the Trigger with Wix Forms

The next step involves setting up the trigger for your workflow using Pabbly Connect. In this case, the trigger application is Wix Forms. Select Wix Forms from the application list and choose the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new form is submitted.

• Select Wix Forms as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided Webhook URL for later use.

After copying the Webhook URL, log in to your Wix account, navigate to the Automations section, and create a new automation. Paste the copied Webhook URL and activate the automation. This setup allows Pabbly Connect to receive data from Wix Forms submissions seamlessly.

3. Capturing Form Submission Data in Pabbly Connect

After setting up the trigger, the next step is to test the connection by submitting a form through Wix Forms. Fill out the form with test data, such as your name and email, and submit it. Once submitted, Pabbly Connect will capture this data as a response in the workflow.

To confirm that the data has been captured successfully, return to your Pabbly Connect workflow. You should see the test submission details reflected in the workflow. This step is crucial as it verifies that the integration between Wix Forms and Pabbly Connect is functioning correctly.

4. Creating a Zoho Books Invoice

Now that you have captured the form submission data, the next step is to create an invoice in Zoho Books using Pabbly Connect. For this, select Zoho Books as the action application and choose ‘Create Contact’ as the action event. This is necessary because you need a contact in Zoho Books to generate an invoice.

• Select Zoho Books as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the required fields from the Wix Forms submission to create the contact.

Once you have mapped the fields such as name, email, and phone number, click on ‘Save and Send Test Request’. If the contact is created successfully, you can proceed to create the invoice. Select ‘Create Sales Invoice’ as the next action event in Zoho Books, and map the relevant details from the previous steps to complete the invoice creation process.

5. Conclusion: Automate Your Invoicing with Pabbly Connect

By following these steps, you can automate the process of creating invoices in Zoho Books from Wix Forms submissions using Pabbly Connect. This integration not only saves time but also minimizes manual effort, allowing you to focus on other important aspects of your business.

With Pabbly Connect, you can streamline your invoicing process and ensure that every form submission results in an accurate invoice creation in Zoho Books. This automation is perfect for any business looking to enhance efficiency and accuracy in their invoicing system.