Cognito Forms + Xero Integration

Integrate Cognito Forms to Xero in one click, or tell Integrately AI how you want each entry handled. Create sales invoices, update your contacts, log payments, and track accounting entries automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • 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 Cognito Forms + Xero Integration

Capture entries, create sales invoices, update contacts, log payments, and track accounting data, all in just one click.

Most popular automationmost-popular-automations
Cognito Forms + Xero Integration

Create Xero task for new Cognito Forms entry

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Cognito Forms entrys 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 Cognito Forms entry received today - your customers will thank you for it!
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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 Cognito Forms + Xero flow

Turn form entries and accounting updates into streamlined tasks, notifications, and sheet logs. Pick a combination and activate it in one click.

Cognito Forms
Xero
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (3)
+
StripeStripe (2)
+
SlackSlack (3)
+
HubSpotHubSpot (2)
+
Google DriveGoogle Drive (2)
C
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Create a Google Sheets row for every new Cognito Forms entry, and create a sales invoice in Xero
Every Cognito Forms entry logs in Google Sheets and creates a sales invoice in Xero instantly, eliminating manual data entry.
C
X
G
Update your Google Sheets tracking when a Cognito Forms entry is updated, and update Xero contacts
Keep your sheets and accounting records synchronized whenever form entries change.
C
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Search contacts in Xero for new Cognito Forms entries, and log them in Google Sheets
Cross-reference form entries with Xero records and save the consolidated data in Google Sheets.
C
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Record Cognito Forms payments in Xero and save a backup row in Google Sheets
Automatically record financial transactions and maintain a spreadsheet audit trail.

Supported triggers and actions for Cognito Forms and Xero

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
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Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
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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 Cognito Forms + Xero?

Connect your form submissions directly to accounting workflows for instant invoicing, contact updates, and payment tracking.

What you can automate?
๐Ÿงพ
Create sales invoices from form entries automatically
Generate a Xero sales invoice the moment a customer submits an order or registration through Cognito Forms. Eliminate manual data entry between your website and accounting software.
๐Ÿ“‹
Capture every submitted form field
Map all custom form fields, line items, and customer details directly into Xero invoice line items and contact properties instead of just basic text fields.
๐Ÿ””
Alert your team instantly on Slack
Notify your finance or sales channel in Slack whenever a new form entry arrives and successfully generates a Xero invoice or purchase order.
๐Ÿ”€
Route records based on submitted criteria
Create different invoice types or assign specific tracking categories in Xero depending on the dropdown selections or service tiers chosen in your Cognito Forms submission.
๐Ÿ”„
Keep accounting records updated when entries change
Automatically update existing Xero contacts and invoices whenever a submitter modifies their details through updated Cognito Forms entries.
๐Ÿ”
Search contacts before creating duplicates
Check existing Xero records by email address before creating new contacts or invoices to keep your accounting database clean and duplicate-free.
๐Ÿ’ณ
Record payments and track financial statuses
Log payments and update bill statuses in Xero automatically when customers complete form transactions or update their billing status.
๐Ÿ“Š
Extend your workflow to Google Sheets
Send form entries to Google Sheets alongside your Xero invoice creation to maintain a complete spreadsheet backup of all submissions.
And much more...

Who is Cognito Forms + Xero integration for?

Finance professionals, business owners, and operations managers eliminate manual data re-entry and keep accounting records synchronized with form submissions.

Financial analysts and accountants
Financial analysts and accountants
Sales managers and team leads
Sales managers and team leads
Client account managers
Client account managers
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Business administrators
Business administrators
๐Ÿ“ˆ
Financial analysts and accountants
You review financial reports and rely on timely transaction data, but manual invoice creation leaves your ledger lagging behind form submissions โ€” with this integration, every new entry creates an invoice instantly and your books stay current.
โšก
Sales managers and team leads
You need to track incoming orders and customer commitments immediately, but finding out about submissions hours later stalls your response time โ€” with this integration, contact and order details reach your accounting system the moment forms are submitted.
๐Ÿ“‹
Client account managers
You report on project budgets and billing statuses to external clients, but missing payment records cause frustrating discrepancies โ€” with this integration, every transaction and quote syncs automatically so your client records are always accurate.
โš™๏ธ
Operations coordinators
You handle high volumes of customer form submissions daily, but copy-pasting details into accounting software creates severe bottlenecks โ€” with this integration, form data flows straight into your financial workflows without manual intervention.
๐Ÿ’ณ
Billing specialists
You depend on sales teams to hand over customer billing information, but delayed hand-offs hold up invoice generation โ€” with this integration, form entries turn into sales invoices automatically upon submission.
๐Ÿ—‚๏ธ
Business administrators
You maintain audit trails across multiple tools, but manual record-keeping leaves gaps in your transaction history โ€” with this integration, every form submission and financial update is logged reliably.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Cognito Forms + Xero

Build and manage your Cognito Forms + 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 Cognito Forms + 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 โ€” 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Cognito Forms to Xero?
Frequently Asked Questions
You can connect Cognito Forms to Xero easily using 1-click automations and Integrately AI, linking your forms with Google Sheets, Gmail, Slack, and 1,500+ other apps.
Can I automatically create Xero sales invoices from Cognito Forms entries?
Frequently Asked Questions
Can I connect Cognito Forms, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Cognito Forms and Xero?
Frequently Asked Questions
How are form entries in Cognito Forms captured for Xero invoicing?
Frequently Asked Questions
Can I update existing contacts in Xero when Cognito Forms entries change?
Frequently Asked Questions
Do I need coding skills to automate Cognito Forms and Xero?
Frequently Asked Questions
Is the Cognito Forms and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Cognito Forms or Xero With 1500+ Other Apps

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