Create an Invoice Google Docs for Marketing Easily and Efficiently

Create an invoice google docs for Marketing

hello everyone welcome to P connect in this video we are going to learn how to create invoice with Google docs for big Commerce order for multiple products so here my objective is that whenever a new order will be placed in my big Commerce store which contains multiple products in the same order I want to generate an invoice for that same order in Google Docs automatically so how we are going to automate this entire process for this we will have to set up a connection between big Commerce and Google Docs and that we are going to do without any coding or programming skills with the help of an amazing automation software P connect so P connect works on two principles trigger and action so in trigger we are going to take big Commerce and in action we are going to take Google Docs and we will connect both of them in order to automate this entire process step by step to learn this entire automation step by step let me take you all to my screen in this video we are going to learn how to create invoice in Google Docs whenever a new order will be placed in big Commerce for multiple products so I am selling my products by using so I'm selling my products with the help of B Commerce which is an amazing using e-commerce store and my objective is that whenever an order will be placed in big Commerce which contains multiple products in the same order automatically an invoice should be created for that same order along with all the details in Google Docs okay so we are going to create this automation step by step without any coding or programming skills by setting up a connection between big Commerce and Google dogs and that we are going to do with the help of this amazing automation software ply connect so this is the homepage of P connect where we can reach by tapping this URL p.com connect in our browser after coming here we will find two options sign in and sign up for free if you are an existing user you can directly click on sign in but if you're are a new user you have to click on this sign up for free button to create your free new account also when you will create your account you will get 100 free tasks every month to explore this amazing software and to test multiple automations now as an existing user I'm directly clicking on sign in this is the all app section where we can find all the products which are offered by P to create this automation we are going to use P connect so let's click on access now and it has taken us towards the dashboard of P connect so on this dashboard we can find all of our workflows which we have created and we can also create folders here to save our workflows as you can find I have multiple folders over here I have created them to save my workflows ingly ing to my choice okay now to create a new workflow we have to click on this create workflow option let's do that and here a dialog box will appear in front of us it is asking us to provide a name to this workflow so first of all let us provide a name over here create create invoice in Google Docs for big Commerce order for multiple products after giving the name here we can select the folder in which we want to save this workflow so I'm going to select automations for operations over here and now let's click on create as we have done that we can find that two windows are open in front of us first is the trigger and the other is action so what are trigger and actions trigger and actions are the two main Concepts as I told you on which the entire automation of B connect runs here the trigger says when this happens and the action says do this that means the action is the a response towards our trigger so whatever we are going to select in our trigger is going to command the entire workflow and the actions are going to follow that same command therefore we can have only one trigger in any workflow but we can have multiple actions as we want now here our objective is that we want to create invoice in Google Docs for every new big Commerce order okay so here let's suppose we are going to take big Commerce in our trigger and Google Docs in our action and we want that whenever a new order will be placed in big Commerce automatically an invoice should be generated in Google Docs Okay so here our action is following about the trigger commands because when the trigger happens that means when the order is placed in big Commerce then only action also happens that means then only the invoice is generated otherwise not so after understanding the concept of trigger and action let's start creating the workflow step by step first of all we will select our trigger application now our objective is that whenever a new order will be placed in big Commerce the response should be captured here in Pap connect and with that response the workflow should get trigger so big Commerce will be our trigger application over here and now now we have to select a trigger event that will be New Order created so whenever a new order will be created the workflow will be triggered okay let's click on Connect Now from the given options I'm going to select add new connection to build a new connection with big Commerce account if you already have an existing connection you can also go with that now when we have selected add new connection over here we have to enter three details client ID access and store hash key so we have to follow the instructions given over here step by step to get all these details first of all we have to go towards a big Commerce account then then we have to go towards store API account okay and then we will find all the details so first of all you will enter client ID and access so I'm going to take you towards my B Commerce account it is given that you have to go towards Big Commerce account and then you have to go towards store API account under that you will find the client ID and access so let's go there so this is the dashboard of wi Commerce account now from here in the left side we can find the option of settings when we will select that we have to scroll down until we will find the option of API now under API we can find the option of store level API accounts let's select that and it has taken us towards store level API accounts as given in the instructions in P connect okay now to create a new API account we have to click on this create API Account button and now we have to provide a name to this account which we are creating so let's say I'm going to give the name as New Order okay a random name and now after giving the name to our API account we also have to provide some Scopes we will go back towards ta connected and here in the instructions you can find enable the following o Scopes any other Scopes can be left as none we have to enable these Scopes given over here content customers information and settings marketing order products okay so we will go back and here I'm going to modify these Scopes okay first of all I'm going to modify the content all right for customers information and settings marketing orders and for the products as well so I have modified all the O Scopes which were mandatory apart from this if you want you can also modify other Scopes as well ing to your requirements now I will simply click on Save and we can find that that now it has provided us client ID client secret and access so first of all let us copy the client ID we will go back towards C connect and we will quickly paste client ID over here in this field we will go back and now we have to copy the access let's copy that and we will simply paste it over here in the access fee now the turn is of store hash key so from where we have to find the store hash key it is given that you can find the store hash key in the path URL example is this so for example if the URL of your bommer store is this then this after stores will be your store hash key so let's go towards Big Commerce account and you can find that this is My URL so in my URL after this store hash this is a key which is going to be my store hash key so so I will simply copy this and I'm going to go back towards B connect and paste it over here in store hash G Fe all right so in this way you have to find all the details now click on Save and with this we can find that big Commerce is successfully connected with P connect so let's click on Save and send test request button and as we have done that it is showing waiting for respon response this means that now we have to do a test submission by placing a test order in big Commerce so that the response will be captured here in FA connect so let me take you towards my big Commerce store and these are the products which I have in my big Commerce store so I will simply buy some of the products from here let's suppose I'm going to buy this chair comfort chair I will simply click on add to card so I have added this comfort chair now I will go back and because I want to place this order along with multiple products so I'm going to buy some more products over here let's say I'm going to buy this empty mobile 11 I have added this to card once again now I'm going to buy this LED bulb so I'm going to click on this add to card button I have added the bulb in my card and now I'm going to increase the quantity of this LED bulb let's say 2 three now you can find that I have five items in my card one comfort chair one mobile and three LED bulbs all right now I'm going to place an order we'll click on checkout button and I will start entering the details of a customer in order to place a order so let's start with an email so I'm going to give a random email because I'm doing a test submission over here for placing a test order okay so let's say the email of the customer will be test user pud.com here I'm going to click on continue and here I'm going to enter the details one by one of the same customer let's start with the first name let's say the name of the customer will be test and the last name will be user test user here the company name is optional so I'm just going to ignore this field for now I will enter a random phone number address so I have added all the details first name last name phone number and the address of the customer and now I'm going to click on continue to place the order so now it is asking us to select the payment method here I'm going to select test payment provider because I'm doing a test submission so I will be making a payment with a test card okay so here I'm going to enter the card number card name so I've have entered all the card details now I'm going to click on place order and the order is placed so let's go and check on P connect we late for a few seconds and here we can find that yes we have received the response of the New Order which is recently placed on Bigcommerce store so this is store ID this is scope producer hash key data type data ID and the created time so we have received the order details over here but not all details we have not received any details related to the order but we have received the order ID over here so by using this order ID now we are going to get the details of the order okay so we have to go towards our action step and in our action application once again we have to select big Commerce over here let's select that now we will select the action event so our action event will be get order by ID we will click on connect and now because we have already built a connection let's go with the existing connection only we will simply click on Save and here we can find that big Commerce is successfully connected with B connect again now here we have to provide the order ID so we have already received the order ID in our earlier response so we will simply map the order ID over here mapping is inserting data from previous step here our previous step is given and here are all the details you will simply map the order ID and done so because we have mapped this ID it has become Dynamic now it is going to change with each and every new response that means whenever a new order will be placed in big Commerce store automatically the order ID will be replaced in this particular field with a new ID of that new order but in case if we will enter it manually by copy and pasting or by typing then it would have become Static and then the order ID is not going to change with each and every new response then we will not be able to automate this entire process okay now after mapping the order ID let's click on Save and sentence request button and here we can find that yes now we have received the details related to the order as well as the customers okay so here we have received all the details the country the amount the address of the customer okay here is the phone number email and first name as well as the last name of the customer but here we can find that when we are scrolling we cannot find anything related to the product so we have still not received the product details that means the product name and the quantity of the product being purchased in this particular response okay so for getting that we have to add one more action step now with the help of the same order ID we are going to get the product details as well so let's click on this add action step button and now we will simply connect big Commerce once again with Pap connect let's select the action event this time as get product by order ID so we will get the product details by order ID let's click on connect and now from the given options let's go with the existing connection only we'll simply click on Save and once again B Commerce is connected with prob connect so let's quickly map the order ID once again this is the order ID 102 we will simply click on Save and send test request button and here we have received the response now in the response we can find that we have received the order details now in this response we can find that we have received the details related to the product being purchased comfort chair the name of the product the amount of the product the price of the product all right here's the second product name that is mobile phone mty mobile 11i this this is the price of the product and here is the third product being purchased LED here along with the product name we have also received the quantity being purchased but you can find that we have received this data in a very scattered format we have received the product name in different lines we have received the quantity in different lines so we will not be able to map the data for creating the invoice in further steps of this workflow so we have to change this format of data which we have received for that what we will do we will simply turn this simple response button off and now we are going to click on Save and send test request button and now here we can find that this is the response in the combined format so in this particular response we have received all the details in the single line and in the combined format so now we will simply separate this data and we will turn it into single key and value format but when we will segregate this data we will receive the response in which we will find that the product name will be in the single line the quantity being purchased will be in the separate line and same with the price so for segregating this data we are going to add one more action step over here and that will be data Transformer by P so with the help of this feature data Transformer we are going to transform our data ing to our requirements here our action event will be line itemizer because we want to turn this combined and array format data into single lines we are selecting line itemizer let's click on connect and now we have to select line item array so we will simply select the response which we have received in the Advan format that is in the array format let's select that and we will click on Save and send test request button so here you can see the magic this is ID of the product in the separate line order ID product ID variant ID okay name of the product in the single line comfort chair mobile and the LED bulb name of the customer okay base price of each product tax price and the total amount so now when we have segregated this data let's move forward towards creating the invoice so let's click on this add action step button and now we going to connect Google Docs with P connect to create the invoice automatically for this order which is recently placed so first of all I'm going to take you towards Google Docs and this is the template of the invoice which I have already created so this is the invoice for my company it will contain all the details related to my company the customer as well as the product being purchased so you can find that in this particular template I have used some of the details in two curly braces so wherever I have applied two curly braces automatically the data of that place will be replaced with a new data when a new response will be captured so in this way I'm going to use the same template to create multiple invoice for multiple orders automatically so by using these curly braces we have added a variable over here so the details in that variable will be changed automatically okay now because we want to create the invoice by using this template we will go back towards public conect and we will select Google Docs as our action application and our action event here will be create document from templates because we want to create a document by using the template let's click on connect and because I've already built a connection with my Google Docs account I'm going to go with existing connection only to build a new connection you need to click on this add new connection button and then you have to click on this sign in with Google option okay now I'm going to click on Save and we can find that Google Docs is successfully connected with P connect now we have to select the template Name by using which we want to create the document so here I have the template that is invoice template I have selected that now the next will be new document's name so what should be the name of the document which you are creating we are creating an invoice over for different orders for different customers so I want to give the name of each of the document as invoice for and now I will simply enter the name of the customer for entering the name I will simply use mapping so we have already received the details related to the customer in our earlier response we will simply map the name of the customer this is first name I will use a space and I will map the last name as well so we have mapped the full name of the customer and because we have mapped this name it is going to be replace each time with a new response but the data which we have entered manually that is invoice for will be same each time so invoice for test user this will be the name of a document in the same manner we are going to create multiple documents with different names like this now the next is new documents location where you want to save the invoice after creating so I will simply select this test folder over here and now we will move further here we have to enter the name of the customer email address mobile number invoice date product quantity unit price Etc so here let's start mapping these details one by one so all these details are the same which we have added in our template in the curly bra so when we will map the data in the workflow automatically the details will be added in these places and the invoice will be created so first of all let's map the customer name test now the next I will map is the email of the customer which we have received done mapping is really very easy process we just have to select what we want to map either by scrolling or even we can find over here in this search bar so I want phone number and it has redirected us towards the phone number of the customer let's map that okay now the next is invoice date so we can find that we have received the invoice date in the time stamp format but I want to enter the date in a different format and not in the time stamp format in the invoice so for this I will simply change the format of the date for that we have to click on this add action step button in between and for formatting the date we will use date time formatter over here which is an amazing feature by P which allows us to format the date and time ing to our requirements here our action event will be format date only because I only want to enter the date and not the time let's click on connect and now here we have to enter the date which you want to format so we have already received the date in the timestamp format let us select that and it is mapped over here okay now the next it is asking us to select the from format that in which format we have received the date this is in the time stamp format so we will scroll down and we will select time stamp over here okay the next is the two format in which format we want the date so I want the date in the simple format that is year month and date format so I will simply select that and done let's click on Save and send test request button and here we can find that we have received the correct date in the correct format 193 2024 all right now we are going to Simply map this date which we have received here is the invoice date option in this response we have received the correct format let's select that and it is mapped the next is the product name quantity of the product unit price and the amount so we have already segregated these details by using line itemizer but here you can find that we have receive the name of the product in the single line but with the comma separated value so I want to remove these commas with a next line I want to enter each of the product name quantity as well as the unit price in this particular invoice in separate lines not in a single line line for that what I'm going to do I will simply replace the commas given in each of the fields with next line so for this we have to click on this add action step button in between and we have to add one more action step over here that will be text formatter by P so with the help of text formatter now we are going to format the text let's click on text format button and here we have to select the action event that will be replace text so we want to replace the comma with next line so I have selected the action event as replace text now let's click on connect and now here we have to enter the text which you want to format so first of all I'm going to format the product name okay so this is the product name comfort chair Mt mobile 11 and led bul we have selected this and it is maap now we want to replace the commas given between the product name with a next line so in find section we will search for comma we will enter comma over here so automatically it will find the comma from this line and it will replace the comma with a next line so I will simply enter the next line tag that is back sln okay now let's click on Save and send test request button and here we can find that we have received the response and in the response we can find that we have received three different lines for three of the products comfort chair empty mobile and led bul so the comma is replaced with a new line now in the same manner we will add two more action step and similarly we will replace the comma for unit price as well as the quantity of the product okay so once again I'm going to select text format by PAB and now in the action event you will select replace text once again let's click on connect and here in the text I will map the base price of the product this time so this is the base price I have mapped that and now I want to remove the comma and I want to replace the comma with our next line back sln let's click on Save and send test request button once again and here we have received the response in the response we have receive three different lines for all the three unit prices now in the same manner we will replace comma for the quantity as well so I will simply select text formatter in the action event we will have to select replace text let's click on connect and now quickly I'm going to map the data which I want to replace so this time we want to replace the quantity of the product being purchased we want to replace the comma with next line let's click on Save and sentest request button and here we have receive the correct response okay now we will simply map the data one by one over here for creating the document first of all we have to map the product name we have already replaced the comma of the product name so let's map map that now the quantity and for the unit price as well now the next field is of amount that means the total amount of all the products along with the quantity being purchased so this is the total amount which we have received 12,605 let's select that and it is mapped now let's click on Save and send test request button and we can find that here we have received the response along with the response we have also received the document ID this means the document is created in Google talk so let's go and check and here we can find that yes an invoice is recently created over here for test user this is the name of the invoice which we have given invoice for test user so this is the invoice you can see so you can find that in buil to the name of the customer test user is added the email of the customer is also added over here test user ps.com mobile number this is the invoice date which we have added in the correct format okay and here are the details of the order you can find that the items are added in different lines comfort chair Mt mobile 11i LED bulb the quantities are given in front of the item 1 1 and 3 and the unit price are also given in the systematic format along with the total price and here you can find that the total price is also given 12605 all right so this means that our workflow is perfectly successful and now whenever a new order will be placed in big Commerce automatically the invoice for that order will be created in Google Docs okay so let's check this workflow once again here I'm going to place another order this time let's say I want to purchase two of these comfort chair so I'm going to click on add to card button and I'm going to increase the quantity of the chair to two and now I will go back and I will also purchase this mobile phone I'm going to click on add to card button and now I'm going to click on check out button so let's say the customer email this time will be demo user at theate pud.com I'm going to click on continue and here I'm going to enter the details let's say the name will be demo the last name will be user the phone number I've added all the details and now I'm going to make the payment so I've added all the details of the card and I place the order so as soon as the order is placed let's go and check whether automatically the invoice is generated in Google Docs for this order or not and yes here you can find that order invoice for demo user is created and added over here let me open that so this is a new invoice recently generated for demo user this is the email and the phone number and these are the quantity unit price and total price of the order all right so this means that our workflow is perfectly successful so let's go back towards fa connect and we will summarize what we have done here in the workfl flow so we have taken very simple steps trigger and actions in trigger we have taken big Commerce and in action we have taken big Commerce data Transformer dat time formatter text formatter and Google Docs and we have connected all these applications with the help of family connect in such a way that now whenever a new order will be place in big Commerce which contains multiple products in that automatically an invoice will be generated in Google Docs for that same order along with all the details all right so this was it in this video I hope this was helpful for you thank you for watching not not only these applications but you can integrate many other applications by using p connect now if you have any doubt you can directly reach out to us at support atp.com if you want to ask any query you can reach out to us at forum. p.com and if you want to ask any pricing related issue then you can directly reach out to the website given over here now if you find this video helpful in any way do not forget it to share it with your friends and also please like our videos and subscribe our channel to learn more such automations