Formidable Forms + Xero Integration

Integrate Formidable Forms to Xero in one click, or tell Integrately AI how you want each form submission handled. Create sales invoices and contacts, update your books, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable 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
Arrow Right
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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Formidable Forms + Xero Integration

Capture form submissions, create sales invoices, update contacts, notify your team, and log details, all in just one click.

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

Create Xero task for new Formidable 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 Formidable 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 Formidable Forms form submission received today - your customers will thank you for it!
See more
  • 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 Formidable Forms + Xero flow

Extend your accounting setup by syncing contacts to CRMs, sending email notifications, and alerting your team. Pick a combination and activate it in one click.

Formidable Forms
Xero
+
WordPressWordPress (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
F
X
W
Create a Xero sales invoice and a WordPress user for every Formidable Forms submission
Every Formidable Forms submission creates a new Xero sales invoice and registers a WordPress user instantly, eliminating manual data entry.
F
X
W
Add a Xero contact and publish a WordPress post for every Formidable Forms submission
Turn form submissions into Xero contacts and publish matching WordPress posts automatically.
F
X
W
Generate a Xero quote and update the WordPress user profile when a form is submitted
Create a Xero quote and update existing WordPress user details from form submissions.
F
X
W
Record a Xero bill and create a WordPress post for every new Formidable Forms entry
Log supplier bills in Xero and publish corresponding WordPress posts automatically from form entries.

Supported triggers and actions for Formidable Forms and Xero

Mix and match to build the exact automation you need

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

What can you automate with Formidable Forms + Xero?

Streamline your financial intake by turning form submissions into Xero invoices, contacts, and payments automatically.

What you can automate?
๐Ÿงพ
Create Xero sales invoices from form submissions
Generate a new Xero sales invoice automatically whenever a prospect completes a form on your WordPress site. Eliminate manual data entry and bill your customers faster.
๐Ÿ“‹
Capture every submitted form field
Map all custom form fields from your WordPress pages directly into Xero contact or invoice fields. Your accounting records capture complete submission details.
๐Ÿ””
Notify your team instantly on Slack
Send immediate alerts to your finance or sales channel whenever a new form entry creates a Xero invoice or contact. Keep your team aligned and responsive.
๐Ÿ”€
Route records based on submitted values
Create different types of Xero invoices or quotes depending on the specific options selected in your form submission. Handle standard and enterprise clients separately.
๐Ÿ”„
Keep financial records up to date
Automatically update existing Xero contacts and invoices when clients resubmit forms or update their billing information. Prevent duplicate records in your books.
๐Ÿ‘ฅ
Create and update Xero contacts automatically
Turn every form submitter into a new Xero contact or update their existing record. Maintain a clean and current customer database without manual effort.
๐Ÿ’ณ
Handle payments and bills seamlessly
Record payments, create supplier bills, or generate quotes in Xero the moment related form data is received. Manage your accounts payable and receivable efficiently.
๐Ÿ“Š
Extend your workflow with Google Sheets
Connect Formidable Forms and Xero to Google Sheets to archive submission data and financial logs in a centralized spreadsheet for reporting.
And much more...

Who is Formidable Forms + Xero integration for?

Teams handling customer onboarding, invoicing, and financial record-keeping eliminate manual data entry and keep their accounting books synchronized.

Accountants and bookkeepers
Accountants and bookkeepers
Sales representatives
Sales representatives
Client service managers
Client service managers
Agency owners
Agency owners
Operations leads
Operations leads
Finance administrators
Finance administrators
๐Ÿ“Š
Accountants and bookkeepers
You review financial submissions and prepare ledgers, but manual data entry causes delayed reconciliation and errors in your books โ€” automating both apps means every form submission instantly generates the correct Xero invoice and your financial records stay accurate.
๐Ÿ’ผ
Sales representatives
You need to act fast when prospects request quotes or invoices, but waiting for manual handoffs slows down your response time โ€” with this integration, every new form submission creates the required Xero sales invoice or contact the moment it arrives.
๐Ÿค
Client service managers
You answer to clients who expect immediate confirmation and billing after completing intake forms, but manual processing creates bottlenecks โ€” automating both apps means your clients receive prompt invoices and your account data updates instantly.
๐Ÿ“ˆ
Agency owners
Your intake volume is too high for anyone to keep up by hand, leading to missed invoices and untracked client details โ€” this integration means every form submission flows straight into Xero without human intervention, keeping your revenue pipeline clear.
๐Ÿ“‹
Operations leads
You depend on upstream form entries to trigger downstream billing workflows, but manual copying leads to gaps in your accounting data โ€” with this integration, every submission is captured and converted into Xero records automatically.
โš™๏ธ
Finance administrators
You need a reliable history of all customer transactions and billing requests, but manual record-keeping always leaves missing entries โ€” automating both apps means every transaction is logged in Xero with zero gaps.
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 Formidable Forms + Xero

Build and manage your Formidable 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 Formidable 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
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Formidable Forms to Xero?
Frequently Asked Questions
You can connect Formidable Forms to Xero instantly using 1-click ready workflows on Integrately, or use Integrately AI to set up custom data mapping between your WordPress forms and accounting books.
Can I automatically create Xero invoices from form submissions?
Frequently Asked Questions
Can I connect Formidable Forms, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formidable Forms and Xero?
Frequently Asked Questions
How are form fields mapped to Xero contacts and invoices?
Frequently Asked Questions
Can I update existing Xero contacts when a form is resubmitted?
Frequently Asked Questions
Do I need coding skills to automate Formidable Forms and Xero?
Frequently Asked Questions
Is the Formidable Forms and Xero integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Formidable Forms or Xero With 1500+ Other Apps

Formidable Forms
Popular Formidable Forms Integrations
Connect Formidable Forms to marketing, database, and notification tools to capture and route submissions effectively.
Xero
Popular Xero Integrations
Sync Xero with reporting, invoicing, and inventory management tools to keep financial operations streamlined.
See All
Xero Integrations arrow right
No popular apps found