Integrate Gravity Forms with Xero
Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Xero
- No code
- No Credit Card
- Lightning Fast Setup
Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate Gravity Forms + Xero
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Gravity Forms + Xero
Create Sales Invoice from Xero from Form Submission to Gravity Forms Read More...When this happens...
Form Submission
Then do this...
Create Sales Invoice
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When this happens...
Form Submission
Then do this...
Create Bill
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Gravity Forms + Xero
Create Purchase Order from Xero from Form Submission to Gravity Forms Read More...When this happens...
Form Submission
Then do this...
Create Purchase Order
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Gravity Forms + Xero
Create/Update Contact from Xero from Form Submission to Gravity Forms Read More...When this happens...
Form Submission
Then do this...
Create/Update Contact
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Gravity Forms + Xero
Create Payment from Xero from Form Submission to Gravity Forms Read More...When this happens...
Form Submission
Then do this...
Create Payment
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Gravity Forms + Xero without coding knowledge. Start creating your own business flow.
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Form Submission
Triggers when a new specified form is submitted.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New Entry
Creates a new form entry.
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Submit Form
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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How Gravity Forms & Xero Integrations Work
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Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Gravity Forms to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Gravity Forms and Xero
Gravity Forms is a highly customizable and flexible plugin that allows users to add any kind of form to their WordPress website. Gravity Forms allows users to design forms, including, but not limited to. Contact Forms, Survey Forms, Registration Forms, and more. Gravity Forms provides a drag and drop interface for building forms in a manner which is both convenient and simple to use. Gravity Forms offers a wide variety of features including conditional logic on form fields, conditional logic on submission processing, if/then statements, multiple submit buttons, email notifications, customizable field validation, the ability to display your forms on any page or post of your choice on your website, custom CSS options.
Xero is an accounting platform aimed at small businesses. It provides small business owners with financial management software designed specifically for the needs of small businesses. Xero has recently partnered with Gravity Forms which allows users to integrate Gravity Forms with Xero. This integration enables small business owners to create forms on their Xero account and automatically route submissions of these forms to the appropriate person within their organization who will then complete the form.
Integration of Gravity Forms and Xero is seamless. Once users have installed and activated the Gravity Form for Xero addon, they can begin creating their forms. The addon adds an additional tab under the Settings Tab for “Xero Addons”. Here users can select which of their clients they want their forms to appear on. The user can also change the default action on successful submissions (Approve/Reject. or use the default settings (Approve/Reject/Update. With this addon, users are able to integrate their Gravity Forms with Xero in minutes!
It saves time! Users are able to spend less time creating forms, processing data manually, and creating reports because it all happens automatically now.
Users are able to spend less time creating forms, processing data manually, and creating reports because it all happens automatically now. It saves money! Users no longer need to create expensive spreadsheets or hire expensive outsourced workers to process data for them.
Users no longer need to create expensive spreadsheets or hire expensive outsourced workers to process data for them. It reduces errors! Users are no longer making mistakes by doing everything manually. No more typos!
It is clear that there are many benefits to integrating Gravity Forms with Xero. I hope you found this article useful!
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