Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Your Automation Needs

To start using Pabbly Connect, you need to access the platform by typing the URL pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up for free. If you’re a new user, clicking on “Sign up free” allows you to create an account and get 100 free tasks per month to explore the capabilities of Pabbly Connect.

If you already have an account, simply click on “Sign in”. This will take you to the dashboard where you can begin creating your automation workflows. The dashboard is where you will set up the integration between Shopify and Zero through Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our automation using Pabbly Connect. The trigger is the event that initiates the workflow. For this tutorial, we will select Shopify as our trigger application. Start by clicking on the “Add Trigger” option on your workflow page.

  • Select Shopify V2 as the trigger application.
  • Choose the event “New Order” from the dropdown menu.
  • Click the “Connect” button to generate a webhook URL.

Copy the generated webhook URL. This URL will be used to connect your Shopify account with Pabbly Connect. Make sure to save this URL for the next steps in the integration process.

3. Connecting Shopify to Pabbly Connect

Now that we have our webhook URL, it’s time to connect Shopify to Pabbly Connect. Log in to your Shopify account and navigate to the “Settings” section. From there, select “Notifications” and then click on “Webhooks”.

  • Click on “Create Webhook”.
  • Select the event “Order Creation”.
  • Paste the webhook URL you copied from Pabbly Connect.
  • Save the webhook settings.

Once saved, your Shopify account will send order data to Pabbly Connect whenever a new order is created. You can verify this by checking the status in Pabbly Connect, which should change to “Waiting for Webhook Response”.

4. Creating an Invoice in Zero Using Pabbly Connect

After setting up the trigger, the next step is to create an invoice in Zero. In Pabbly Connect, select Zero as your action application. Click on “Add Action” and choose the event “Create Invoice”.

Next, you will be prompted to connect your Zero account. Click on the “Connect” button and authorize Pabbly Connect to access your Zero account. Once connected, you will see various fields for invoice creation.

  • Select your organization from the dropdown.
  • Map the customer details from the Shopify order response.
  • Fill in invoice details like line item description, quantity, and amount.

Once all fields are filled and mapped correctly, click on “Save and Send Test Request”. This will create the invoice in your Zero account. You can verify the invoice by checking your Zero account, where you should see the newly created invoice reflecting the order details from Shopify.

5. Conclusion: Streamlining Your Billing Process with Pabbly Connect

In this tutorial, we explored how to automate your billing process by integrating Shopify and Zero using Pabbly Connect. By setting up triggers and actions, you can streamline invoicing and eliminate manual data entry.

With Pabbly Connect, you can create efficient workflows that save time and reduce errors. Start using Pabbly Connect today to enhance your business operations and automate repetitive tasks.

By following these steps, you can easily set up your own automation for creating invoices as soon as an order is placed. This integration not only saves time but also improves accuracy in your billing process.