123FormBuilder + Xero Integration

Integrate 123FormBuilder to Xero in one click, or tell Integrately AI how you want each submission handled. Capture form leads, create contacts and invoices in Xero, alert your team, and log payment details automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 123FormBuilder
    Submission is created in 123FormBuilder
  • 123FormBuilder
    Form is created in 123FormBuilder
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for 123FormBuilder + Xero Integration

Capture form submissions, create Xero contacts, generate invoices, update financial records, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
123FormBuilder + Xero Integration

Create Xero task for new 123FormBuilder submission

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new 123FormBuilder submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new 123FormBuilder submission received today - your customers will thank you for it!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your 123FormBuilder + Xero flow

Sync your form submissions and accounting data with spreadsheets, payment processors, email alerts, team chat, CRM databases, and task boards. Pick a combination and activate it in one click.

123FormBuilder
Xero
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
TrelloTrello (3)
1
G
X
Add every 123FormBuilder form submission to your Google Sheets tracker, and create the contact in Xero
Form submissions appear instantly in your Google Sheets tracker while a new contact is created in Xero, keeping your financial records and spreadsheets updated without manual typing.
1
G
X
If a 123FormBuilder submission requests an invoice, log it in Google Sheets and create a sales invoice in Xero
Conditional routing sends invoice-requesting submissions straight to Google Sheets and Xero, ensuring your financial documents are generated immediately.
1
C
G
X
Use ChatGPT to summarise every 123FormBuilder submission, save the summary in Google Sheets, and create a Xero contact
ChatGPT analyses each form submission before Google Sheets logs the summary and Xero creates the contact, giving your team actionable insights instantly.

Supported triggers and actions for 123FormBuilder and Xero

Mix and match to build the exact automation you need

123FormBuilder
123FormBuilder Triggers & Actions
Submission is created in 123FormBuilder
Triggers the automation when a new form is submitted
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Form is created in 123FormBuilder
Triggers the automation when a new form is created
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No action is available
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with 123FormBuilder + Xero?

Streamline your entire workflow by connecting form submissions directly to your accounting and financial records.

What you can automate?
📄
Turn every form submission into a Xero contact or invoice
Automatically capture form data from 123FormBuilder and instantly create contacts, quotes, or sales invoices in Xero without manual data transfer.
📋
Capture every submitted form field in your records
Map all custom questions, contact details, and selections from your 123FormBuilder forms directly into Xero fields for complete documentation.
🔔
Alert your team the moment a form is submitted
Send instant notifications via Slack or email whenever a new submission is received, ensuring quick response times for important inquiries.
🔀
Route submissions based on specific form answers
Set up conditional rules so that high-value form submissions create priority sales invoices while standard inquiries generate simple contacts.
🔄
Keep financial records and contacts up to date
Automatically update existing Xero contacts and invoices when returning users submit updated information through your 123FormBuilder forms.
🛡️
Search and update instead of creating duplicates
Search for existing contacts or invoices by email or name in Xero before creating new entries, keeping your database clean and organized.
💳
Track payments and invoice status changes
Automatically trigger follow-up actions or update records in connected tools when Xero payments, bills, or invoices change status.
🔌
Extend your workflow to Google Sheets, Slack, and more
Push form submissions to Google Sheets, notify your team in Slack, or log deals in HubSpot alongside your Xero updates.
And much more...

Who is 123FormBuilder + Xero integration for?

Connecting 123FormBuilder and Xero eliminates manual data entry between form submissions and accounting, helping finance and operations teams keep records error-free.

Finance managers
Finance managers
Sales reps
Sales reps
Agency owners
Agency owners
Operations leads
Operations leads
Account managers
Account managers
Bookkeepers
Bookkeepers
📊
Finance managers
You're compiling form submissions into your books, but records only update when someone manually enters them, so the financial totals you're reviewing are always a few hours behind — with this integration, every new submission updates your accounts instantly and your data stays current.
Sales reps
You're waiting on customer details from web forms, but leads sit uncontacted while data is copied over by hand, so prospective clients find out too late about your offers — integrating these apps means every submission creates a contact in Xero immediately so you can follow up right away.
🤝
Agency owners
You're collecting client onboarding forms, but struggle to show clients how fast their accounts are set up because information is trapped across tools — automating both apps means every form triggers instant record creation so client progress is always transparent.
📈
Operations leads
You're managing hundreds of form submissions daily, but the volume is too high for anyone to keep up by hand and invoices get delayed — this integration means every submission generates a sales invoice automatically without manual effort.
👥
Account managers
You're taking over accounts after form completion, but depend on someone upstream to manually hand over billing details, so onboarding stalls — connecting these apps means form data flows straight into Xero the moment it is submitted.
🗂️
Bookkeepers
You're reconciling customer payments and contact details, but keep finding gaps in your audit history because form data wasn't recorded properly — with this integration, every submission leaves a clean, traceable record in your financial books.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate 123FormBuilder + Xero

Build and manage your 123FormBuilder + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect 123FormBuilder + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect 123FormBuilder to Xero?
Frequently Asked Questions
You can connect 123FormBuilder to Xero in 1 click using ready templates or ask Integrately AI to build your integration. Additional tools like Google Sheets, Slack, and HubSpot can also be integrated easily.
Can I automatically create Xero invoices from 123FormBuilder submissions?
Frequently Asked Questions
Can I connect 123FormBuilder, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for 123FormBuilder and Xero?
Frequently Asked Questions
How do form submissions trigger contact creation in Xero?
Frequently Asked Questions
Can I update existing Xero contacts when forms are resubmitted?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the 123FormBuilder and Xero integration free?
Frequently Asked Questions
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