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Gravity Forms + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Xero

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About Gravity Forms

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 Integrations

Best ways to Integrate Gravity Forms + Xero

  • Gravity Forms Xero

    Gravity Forms + Xero

    Create Sales Invoice from Xero from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Xero Create Sales Invoice
  • Gravity Forms Xero

    Gravity Forms + Xero

    Create Bill from Xero from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Xero Create Bill
  • Gravity Forms Xero

    Gravity Forms + Xero

    Create Purchase Order from Xero from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Xero Create Purchase Order
  • Gravity Forms Xero

    Gravity Forms + Xero

    Create/Update Contact from Xero from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Xero Create/Update Contact
  • Gravity Forms Xero

    Gravity Forms + Xero

    Create Payment from Xero from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Xero Create Payment
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gravity Forms + Xero in easier way

It's easy to connect Gravity Forms + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Gravity Forms & Xero Integrations Work

  1. Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gravity Forms to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gravity Forms and Xero

  • Gravity Forms?
  • 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?
  • 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
  • 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!

  • Benefits of Integration of Gravity Forms and Xero
  • 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!

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.