Pabbly Connect integration
Connect Invoice Crowd to Pabbly Connect using your Invoice Crowd sign-in. A workflow can start from a new customer, item, income, expense, invoice or estimate, or create those records from other apps, using picklists of your own customers, categories and accounts.
How it works
A workflow starts with a trigger step and runs action steps after it. Invoice Crowd can supply the trigger, receive the action, or both, and every record lands in the business you picked when you connected.
Valid for 90 days
Pabbly Connect asks for the account owner's Invoice Crowd email and password, plus an authenticator or recovery code if two-factor sign-in is on, and the business to use. The connection is valid for 90 days. Changing your Invoice Crowd password ends it, and Connected Apps on your Integrations page lets you revoke it sooner.
Runs on Pabbly Connect's schedule
Pick a trigger for a new record, such as a new customer, invoice or expense. Pabbly Connect checks Invoice Crowd for new records and passes their fields to the next step, where a Router can branch the workflow or a Filter can narrow it.
Values from your own lists
Action steps create a customer, item, income, expense, invoice or estimate. Pabbly Connect can load your customers, categories, payment accounts, templates and payment methods as picklists, so mapped values are ones your account already uses, and an expense can carry your purchase tax.
Available triggers and actions
Triggers fire when a record is added in Invoice Crowd; actions create one from an earlier step. Each card shows a way to use it in a workflow.
Fires when a customer is added. Send them to a mailing list or a welcome sequence.
Fires when a product or service item is added. Push it to your online store or price sheet.
Fires when an invoice is created. A Router step can send large invoices one way and small ones another.
Fires when an estimate is created. Log it in a sales tracker or alert the account manager.
Fires when income is recorded. Copy it to a bookkeeping sheet or dashboard.
Fires when an expense is recorded. Filter by category and notify whoever approves spending.
Creates a customer, with the currency and business picked from lists Invoice Crowd provides.
Creates a product or service item with its rate and category.
Creates a draft invoice for a customer, with the template and payment methods you choose.
Creates a draft estimate from form or booking data, ready for you to review.
Records income against an income category and payment account.
Records an expense with its category, payment account and, if you like, purchase tax.
Questions
Yes. You connect through Pabbly Connect using your Invoice Crowd sign-in. A workflow can start from a new customer, item, income, expense, invoice or estimate, and action steps can create any of those six records.
Pabbly Connect can load your customers (searchable), business profiles, currencies, countries, invoice templates, payment methods, item, income and expense categories and payment accounts from Invoice Crowd, so you pick valid values instead of typing IDs. Payment method lists never include your gateway keys.
Yes. The create expense action accepts your purchase tax rates and whether the amount includes tax, and the tax is booked as it would be from the Expense form: recoverable tax to Input Tax Credit, the rest in the expense cost.
Pabbly Connect checks Invoice Crowd for new records on its regular schedule and starts your workflow when it finds one.
By default, up to 30 per connection and 60 across all of your connections each minute, with up to 120 reads a minute. That keeps a looping workflow from flooding your books.
Yes. Pabbly Connect works on every Invoice Crowd plan, including the free plan, and a customer created from Pabbly Connect counts toward your plan's customer limit, the same as one you add by hand.
Open Integrations from your avatar menu and revoke the connection under Connected Apps, where you can also see when it was last used and when it expires. Connections last 90 days, and changing your Invoice Crowd password ends them too.
You decide when anything is sent. Invoices and estimates arrive as drafts for you to review and send, and records created through Pabbly Connect send no emails and trigger no webhooks.
Connect Invoice Crowd in Pabbly Connect, add a trigger or action step, map fields from the lists it loads, and run a test before you turn the workflow on.
