Cognito Forms + Xero Integration

Connect Cognito Forms to Xero in 1 click

Integrate Cognito Forms + Xero For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Cognito Forms + Xero Workflows

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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Create Your Own Cognito Forms & Xero Integration Without Any Code

Create Custom Workflow

Entry is created in Cognito Forms Instant
Entry is updated in Cognito Forms Instant
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Get online invoice URL in Xero
Update invoice items in Xero
Create item code in Xero
Add attachment to purchase order in Xero
Add attachment to contact in Xero
Create task in Xero
Create project in Xero
Add attachment to invoice in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Cognito Forms & Xero In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or Xero With 1200+ Other Apps

Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.

See Cognito Forms Integrations

Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

See Xero Integrations