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Integrate Xero with Getform

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

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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.

About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

Getform Integrations

Best ways to Integrate Xero + Getform

  • Xero Integration Xero Integration

    Getform + Xero

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

    Getform + Xero

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

    Getform + Xero

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

    Getform + Xero

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

    Getform + Xero

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

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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)

  • New Submission

    Triggers when new submission is received to a selected form.

    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 Xero & Getform Integrations Work

  1. Step 1: Choose Xero 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 Getform 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 Xero to Getform.

    (2 minutes)

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

Integration of Xero and Getform

Xero?

Xero is a cloud based accounting software used to manage accounting and financial activities. It was founded by Rod Drury in 2006 as New Zealand’s first cloud based accounting software. The software was developed with the idea of ‘clean design, good user experience and affordable’. Xero has grown into one of the largest accounting software in New Zealand with over 50000 customers. The company also has offices in Australia, Singapore, London and San Francisco. In 2011, Xero acquired Getform, an online invoicing service that helps users create and send professional invoices. It allows users to gather payment from their customers without much hassle. Getform is integrated with Xero so users do not need to install another app for invoicing.

Getform?

Getform is an online invoicing service owned by Xero. Getform enables people to create professional looking invoices from their PC or mobile devices. It also allows users to cplect payments from their customers through direct bank transfers so users do not need to worry about printing out receipts or mailing invoices to their customers. It also allows users to import data from Xero and Dropbox. All these features make it easy for users to send invoices to their customers in a professional manner.

Integration of Xero and Getform

Integration of Xero and Getform makes it easy for users to send professional looking invoices to their customers without having to worry about installation of another application. It also allows users to create different templates for different clients if they have a lot of clients. They can just set up a template for a specific client and then use that template for all future invoices to that client. This saves a lot of time since users do not need to create a new invoice for each client individually. It also allows them to customize the invoice for each client if they want to add more information or put in a specific date. Even though the integration between Xero and Getform is very easy, users still have the option to print out the invoice if they would like to mail the invoice out without using a computer. This integration allows users to be more productive since they do not have to print out the invoices or mail them out anymore. They can just send out the invoice electronically using Getform.

Benefits of Integration of Xero and Getform

The integration between Xero and Getform comes with many benefits. Firstly, it saves a lot of time since users do not have to install another application for invoicing. Secondly, it allows users to send professional looking invoices without having to worry about formatting the invoice or sending it out via mail. Thirdly, it allows users to save money since they do not have to print out the invoice or mail it out anymore which costs money. Lastly, it allows users to be more productive since they do not have to waste time on sending out physical documents and focusing on creating an invoice rather than actually making money from that invoice. This feature is also beneficial for the environment since it does not generate any physical waste in terms of paper hence reducing carbon emissions into the environment.

The process to integrate Xero and Getform 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.