Elementor Forms + Xero Integration

Integrate Elementor Forms to Xero in one click, or tell Integrately AI how you want each submission handled. Create sales invoices, add contacts, record payments, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Elementor Forms
    Form is submitted in Elementor 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 Elementor Forms + Xero Integration

Capture form submissions, create invoices, update contacts, track payments, and notify your team, all in just one click.

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Elementor Forms + Xero Integration

Create Xero task for new Elementor Forms form 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 Elementor Forms form 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 Elementor Forms form submission received today - your customers will thank you for it!
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Connect more apps to your Elementor Forms + Xero flow

Send form data into your spreadsheets, trigger emails, update your CRM, and keep your team aligned across tools. Pick a combination and activate it in one click.

Elementor Forms
Xero
+
WordPressWordPress (3)
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Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
AsanaAsana (3)
E
X
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Create a Xero contact from every Elementor Forms submission, and add a user in WordPress
Form submissions instantly create a contact in Xero and a corresponding user profile in WordPress without manual data entry.
E
X
W
Create a sales invoice in Xero for every form submission, and publish a post in WordPress
Every Elementor Forms entry generates a Xero sales invoice and a published post in WordPress instantly.
E
X
W
Search contacts in Xero for every form submission, and update user details in WordPress
Cross-reference form entries with Xero contacts and update your WordPress user records automatically.

Supported triggers and actions for Elementor Forms and Xero

Mix and match to build the exact automation you need

Elementor Forms
Elementor Forms Triggers & Actions
Instant
Form is submitted in Elementor Forms
Triggers the automation when a form is filled
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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 Elementor Forms + Xero?

Streamline your accounting and form workflows by connecting Elementor Forms and Xero for automated record-keeping.

What you can automate?
๐Ÿงพ
Create Xero invoices from form submissions
Generate a Xero sales invoice automatically the moment a user submits a form in Elementor Forms. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“
Capture every submitted form field
Map all submitted form fields directly into Xero contact details and invoice line items. Ensure no customer detail or custom requirement gets lost.
๐Ÿ””
Notify your team instantly
Send instant notifications to your finance or sales team whenever a new form entry successfully generates a Xero invoice or contact.
๐Ÿ”€
Route based on submitted answers
Create different Xero invoices or contacts depending on specific field selections made in your Elementor Forms submissions.
๐Ÿ”„
Keep financial records updated
Automatically search and update existing Xero contacts and invoices when returning users submit new information through your forms.
๐Ÿ‘ค
Prevent duplicate customer records
Search existing Xero contacts by email address before creating new records, ensuring your database remains clean and organized.
๐Ÿ’ณ
Handle payments and receipts
Record payments and attach receipts in Xero immediately after processing customer transactions initiated through your web forms.
๐Ÿ’ฌ
Extend your workflow to Slack
Connect Elementor Forms and Xero to Slack so your team receives automated alerts for every new sales invoice created.
And much more...

Who is Elementor Forms + Xero integration for?

Connecting Elementor Forms and Xero removes manual data entry, ensuring financial records and form submissions stay perfectly synchronized for your entire team.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Business owners
Business owners
๐Ÿ“ˆ
Finance managers
You rely on accurate transaction logs for monthly reporting, but manual data entry leaves your revenue numbers out of date โ€” with this integration, every form submission creates a Xero invoice instantly and your financial books stay current.
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Sales representatives
You need to act fast when prospects submit inquiries, but finding out about new orders hours later delays your outreach โ€” with this integration, every new submission triggers instant customer records in your accounting books.
๐Ÿค
Account managers
You answer to clients who expect prompt invoice generation after form submissions, but manual creation causes frustrating bottlenecks โ€” with this integration, every form entry automatically populates Xero invoices without delay.
๐Ÿ“Š
Operations leads
The volume of inbound form submissions is too high for your team to process by hand, leading to missed billing entries โ€” with this integration, every submission is processed and recorded in Xero automatically.
๐Ÿ’ผ
Project coordinators
You depend on upstream form submissions to begin client onboarding and billing setup, but manual handoffs cause delays โ€” with this integration, form data flows directly into Xero to start the billing process immediately.
๐Ÿ—‚๏ธ
Business owners
You need a reliable transaction history, but manual copy-pasting between your website forms and accounting software creates gaps โ€” with this integration, every submission is accurately captured in Xero from day one.
Our team

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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 Elementor Forms + Xero

Build and manage your Elementor 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 Elementor 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
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Frequently Asked Questions

How do I connect Elementor Forms to Xero?
Frequently Asked Questions
You can connect Elementor Forms to Xero easily using 1-click automation setup and Integrately AI, linking your forms with accounting and apps like Google Sheets, Gmail, and Slack.
Can I automatically create Xero invoices from form submissions?
Frequently Asked Questions
Can I connect Elementor Forms, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Elementor Forms and Xero?
Frequently Asked Questions
How does Elementor Forms handle contact data during integration?
Frequently Asked Questions
Can Xero update existing contacts when new form entries arrive?
Frequently Asked Questions
Can I automate this workflow without any coding skills?
Frequently Asked Questions
Is the Elementor Forms and Xero integration free?
Frequently Asked Questions
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