Jotform + Xero Integration

Integrate Jotform to Xero in one click, or tell Integrately AI how you want each submission handled. Extract form responses, create sales invoices or contacts, log details, and notify your finance team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Jotform
    Form is submitted in Jotform
  • 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.
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform
  • 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 Jotform + Xero Integration

Create invoices, set up contacts, log form entries, alert your team, and record payments, all in just one click.

Most popular automationmost-popular-automations
Jotform + Xero Integration

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

Extend your accounting setup by connecting customer payments, notification channels, and CRM records. Pick a combination and activate it in one click.

Jotform
Xero
+
StripeStripe (2)
+
GmailGmail (2)
+
Google SheetsGoogle Sheets (2)
+
SlackSlack (2)
+
HubSpotHubSpot (2)
+
Google DriveGoogle Drive (2)
J
X
S
Create a Xero sales invoice for every Jotform submission, and process the payment in Stripe.
Jotform submissions turn into Xero sales invoices instantly while Stripe handles the customer payment, eliminating manual data entry.
J
S
X
Create a Stripe customer when a Jotform form is submitted, and update the contact in Xero.
New form submitters become Stripe customers and get updated in Xero automatically, keeping your payment and accounting records in sync.

Supported triggers and actions for Jotform and Xero

Mix and match to build the exact automation you need

Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
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Get form submission by ID in Jotform
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Create form submission in Jotform
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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 Jotform + Xero?

Streamline your financial workflows by connecting Jotform submissions directly to Xero invoices, contacts, and payments.

What you can automate?
๐Ÿงพ
Create Xero invoices from Jotform submissions
Turn every new form entry into a professional Xero sales invoice instantly, removing manual data entry entirely.
๐Ÿ“‹
Capture every submitted form field
Map detailed questionnaire answers and custom line items directly into your Xero transaction records.
๐Ÿ””
Notify your team instantly
Alert your finance or sales channel on Slack the moment a new form response requires invoicing.
๐Ÿ”€
Route invoices based on form answers
Create standard invoices or enterprise billing items in Xero depending on the service tier selected in Jotform.
๐Ÿ”„
Keep customer records updated
Automatically update Xero contact details whenever a recurring submitter updates their profile in Jotform.
๐Ÿ”
Prevent duplicate billing records
Search for existing contacts in Xero before creating new entries to keep your database clean.
๐Ÿ’ฐ
Track payments and receipts
Record payments against Xero invoices as soon as form checkouts are completed.
๐Ÿ“Š
Sync submissions with Google Sheets
Back up every Jotform entry into Google Sheets while simultaneously generating your Xero accounting records.
And much more...

Who is Jotform + Xero integration for?

Automating Jotform and Xero helps finance teams, business owners, and project managers eliminate manual data entry and keep financial records perfectly accurate.

Accountants and bookkeepers
Accountants and bookkeepers
Business owners
Business owners
Account managers
Account managers
High-volume merchants
High-volume merchants
Sales teams
Sales teams
Operations leads
Operations leads
๐Ÿ“ˆ
Accountants and bookkeepers
You report on this and decide from it, but the numbers are always stale because form details wait for manual entry โ€” with this integration, every submission lands in your accounts instantly and your books stay current.
โšก
Business owners
You need to act fast, and you find out too late when client inquiries sit in form inboxes instead of reaching your finance tools โ€” with this integration, every lead creates a Xero invoice instantly and your billing starts right away.
๐Ÿ“‹
Account managers
You answer to a client or an outside party who wants to see progress and billing records, but tracking them across separate systems leads to delays โ€” with this integration, every form submission updates your records automatically so nothing gets missed.
๐Ÿข
High-volume merchants
The volume is too high for anyone to keep up by hand when processing hundreds of form orders, causing severe billing backlogs โ€” with this integration, every form response turns into a Xero invoice instantly and your processing scales effortlessly.
๐Ÿ’ผ
Sales teams
You own the next step and depend on someone upstream to hand over form data before you can bill, creating costly friction โ€” with this integration, every submitted form triggers Xero updates instantly so you can follow up without delay.
๐Ÿ—‚๏ธ
Operations leads
You need a reliable history and keep finding gaps in your billing records caused by missed manual entries โ€” with this integration, every customer detail flows straight from Jotform to Xero without manual gaps.
Our team

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Why choose Integrately to automate Jotform + Xero

Build and manage your Jotform + 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 Jotform + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Jotform to Xero?
Frequently Asked Questions
You can connect Jotform to Xero in one click using Integrately. Choose a ready automation template or use Integrately AI to link your form submissions directly to Xero sales invoices and contacts without writing code.
Can I automatically create Xero invoices from Jotform submissions?
Frequently Asked Questions
Can I connect Jotform, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jotform and Xero?
Frequently Asked Questions
How do Jotform form submissions trigger Xero updates?
Frequently Asked Questions
Can I manage customer contacts in Xero using Jotform data?
Frequently Asked Questions
Do I need coding skills to automate Jotform and Xero?
Frequently Asked Questions
Is the Jotform and Xero integration free?
Frequently Asked Questions
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