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Integrate JotForm with Xero

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

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About JotForm

JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.

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 JotForm + Xero

  • JotForm Integration Xero Integration

    JotForm + Xero

    Create Sales Invoice to Xero from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Xero Integration Create Sales Invoice
  • JotForm Integration Xero Integration

    JotForm + Xero

    Create Bill to Xero from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Xero Integration Create Bill
  • JotForm Integration Xero Integration

    JotForm + Xero

    Create Purchase Order to Xero from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Xero Integration Create Purchase Order
  • JotForm Integration Xero Integration

    JotForm + Xero

    Create/Update Contact to Xero from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Xero Integration Create/Update Contact
  • JotForm Integration Xero Integration

    JotForm + Xero

    Create Payment to Xero from New Submission in JotForm Read More...
    Close
    When this happens...
    JotForm Integration New Submission
     
    Then do this...
    Xero Integration Create Payment
  • JotForm Integration {{item.actionAppName}} Integration

    JotForm + {{item.actionAppName}}

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

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

    Triggers
  • New Submission

    Triggers when a new submission has been added to a specific form.

  • 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
  • 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 JotForm & Xero Integrations Work

  1. Step 1: Choose JotForm 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 JotForm to Xero.

    (2 minutes)

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

Integration of JotForm and Xero

JotForm?

JotForm is a company that allows you to create online forms, which is a great way to cplect customer information and easily put them into your accounting system. JotForm makes it easy to cplect information from users through their website, email, or social media accounts. The forms can be anything from surveys to payments, and customers can submit the information in order to receive a response.

  • Xero?
  • Xero is an accounting software that helps businesses track their financials. It assists companies with creating and managing invoices, payments, and expenses. It also has a mobile app that allows you to take pictures of receipts on your phone and add them directly into the system. In addition, it has payrpl functionality so that you can pay your employees via direct deposit.

  • Integration of JotForm and Xero
  • You can integrate JotForm with Xero so that when a customer submits a form, it will automatically go into the Xero system as an invoice. This allows for easy payment tracking, as well as the ability to have the customer pay you directly through the Xero system. This makes it very easy to get paid for services provided to the customer, especially if they are overseas or hard to reach.

  • Benefits of Integration of JotForm and Xero
  • In addition to making it simpler to get paid, integration of JotForm and Xero allows a company to set up recurring payments from customers. This means that customers can set up automatic payments based on the frequency of service that they want. For example, if you do a weekly landscaping job for a customer, you could set up an automatic payment every week once they have completed their first job with you. This saves time that would otherwise be spent sending invoices, and reduces the chance of getting paid on time.

    The process to integrate JotForm and Xendit 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.