Paperform + Xero Integration

Integrate Paperform to Xero in one click, or tell Integrately AI how you want each submission handled. Create invoices, sync contacts, log payments, and track accounting updates automatically.

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

Capture submissions, create sales invoices, sync contacts, update accounting records, and track payments, all in just one click.

Most popular automationmost-popular-automations
Paperform + Xero Integration

Create Xero task for new Paperform 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 Paperform 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 Paperform form submission 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 Paperform + Xero flow

Streamline your financial operations by syncing form data to your billing, sheets, and communication tools. Pick a combination and activate it in one click.

Paperform
Xero
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
+
AsanaAsana (4)
P
X
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Create a Xero sales invoice for every Paperform submission, and add the customer in Stripe
Paperform submissions generate a Xero sales invoice instantly while creating the corresponding customer record in Stripe, eliminating manual data entry.
P
X
S
Notify your billing team via Stripe and create a Xero sales invoice whenever a form is submitted in Paperform
New form submissions trigger an instant Xero sales invoice and notify your Stripe billing records so payment tracking stays accurate.
P
X
S
If a Paperform submission indicates a custom plan, create a Xero sales invoice and set up a Stripe subscription
Custom form requests automatically generate a Xero sales invoice and initiate the appropriate Stripe subscription plan.
P
X
C
S
Use ChatGPT to review every Paperform submission, create a Xero sales invoice, and record the charge in Stripe
ChatGPT analyses incoming form submissions, issues a Xero sales invoice, and logs the transaction details in Stripe.

Supported triggers and actions for Paperform and Xero

Mix and match to build the exact automation you need

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

Streamline your accounting and form workflows by connecting Paperform and Xero for instant, error-free automation.

What you can automate?
๐Ÿงพ
Create Xero sales invoices from form submissions
Generate an official Xero sales invoice the moment a customer completes a form in Paperform. Eliminate manual billing entry and ensure invoices go out immediately.
๐Ÿ“
Capture every submitted form field
Map all form inputs and custom answers directly into Xero contact fields or invoice line items. Keep your accounting records comprehensive and accurate.
๐Ÿ””
Notify your finance team instantly
Alert your accounting department the second a new client submits a payment form or registration request, ensuring fast review and processing.
๐Ÿ”€
Branch workflows based on form inputs
Route submissions to different Xero accounts or issue custom invoices depending on the specific package or tier selected in the Paperform submission.
๐Ÿ”„
Keep accounting records fully updated
Automatically update Xero contact details or invoice line items when customer information changes or follow-up form submissions are received.
๐Ÿ‘ค
Create or update contacts without duplicates
Check existing records in Xero before creating new contacts, ensuring every customer submission updates the correct profile instead of creating duplicates.
๐Ÿ’ณ
Handle payment and status changes
Track payment statuses, adjust invoices, or log credit notes in Xero when form updates or payment confirmations are processed.
๐Ÿ“ˆ
Extend your workflow to Google Sheets
Send Paperform submission data to Google Sheets while simultaneously generating your Xero sales invoices for master record-keeping.
And much more...

Who is Paperform + Xero integration for?

Finance managers, sales leads, and operations directors eliminate manual data entry and keep financial records updated instantly across Paperform and Xero.

Finance managers
Finance managers
Sales team leads
Sales team leads
Client account managers
Client account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Business owners
Business owners
๐Ÿ“ˆ
Finance managers
You're reviewing financial reports but your accounting ledger only updates when someone manually enters form data, so your cash flow figures are always lagging behind โ€” with this integration, every new submission creates a sales invoice instantly and your books stay current.
โšก
Sales team leads
You need to track client onboarding rapidly but find out about completed forms hours later, delaying invoice creation and client follow-up โ€” automating both apps means every submission triggers an immediate invoice and your team moves without hesitation.
๐Ÿค
Client account managers
You answer to external stakeholders who expect immediate financial and onboarding paperwork after form completion, but manual exports cause frustrating bottlenecks โ€” this integration means every client form submission instantly generates the required Xero contact and invoice.
๐Ÿ“Š
Operations directors
The volume of customer form submissions is too high for your staff to process manually without introducing errors into accounting records โ€” connecting these apps means all submissions flow directly into Xero without manual handling.
๐Ÿ“‹
Project coordinators
You depend on upstream form submissions to trigger billing and project setup, but manual handoffs cause missed steps and lost revenue โ€” integrating these apps means every form completion automatically initiates the correct Xero workflow.
๐Ÿ”
Business owners
You need a reliable audit trail of customer submissions and resulting invoices, but fragmented systems keep leaving gaps in your transaction history โ€” connecting these apps means every submission has a corresponding ledger entry every time.
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 Paperform + Xero

Build and manage your Paperform + 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 Paperform + 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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in $19.99

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Frequently Asked Questions

How do I connect Paperform to Xero?
Frequently Asked Questions
You can connect Paperform to Xero instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build the integration for your exact workflow. It links Paperform, Xero, and other apps like Google Sheets, Slack, and HubSpot without any manual coding.
Can I automatically create a Xero sales invoice when a form is submitted in Paperform?
Frequently Asked Questions
Can I connect Paperform, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Paperform and Xero?
Frequently Asked Questions
How are form submissions handled from Paperform in this integration?
Frequently Asked Questions
Can I sync Xero contacts and invoices automatically?
Frequently Asked Questions
Do I need coding skills to automate Paperform and Xero?
Frequently Asked Questions
Is the Paperform and Xero integration free?
Frequently Asked Questions
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