Contact Form 7 + Xero Integration

Integrate Contact Form 7 to Xero in one click, or tell Integrately AI how you want each submission handled. Create sales invoices, add contacts, record payments, and track your business finances automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Contact Form 7
    Contact form is submitted in Contact Form 7 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
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Ready Workflows Ready Workflows for Contact Form 7 + Xero Integration

Create sales invoices, add contacts, update accounts, and record payments, all in just one click.

Most popular automationmost-popular-automations
Contact Form 7 + Xero Integration

Create Xero task for new Contact Form 7 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 Contact Form 7 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 Contact Form 7 form submission received today - your customers will thank you for it!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Contact Form 7 + Xero flow

Notify your team, track payments, log customer data, and send follow-up messages after every form submission. Pick a combination and activate it in one click.

Contact Form 7
Xero
+
WordPressWordPress (4)
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GmailGmail (4)
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StripeStripe (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
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Google SheetsGoogle Sheets (4)
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Create a Xero sales invoice from every Contact Form 7 submission, and update your WordPress user account.
Every Contact Form 7 submission instantly generates a Xero sales invoice and updates your WordPress user records without manual re-keying.
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Create a Xero contact from every Contact Form 7 submission, and update user data in WordPress.
Capture form leads directly as Xero contacts and update your WordPress user database automatically.
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Create a Xero quote when a Contact Form 7 submission arrives, and notify WordPress users.
Turn form inquiries into Xero quotes instantly while notifying your WordPress site administrators.
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When a Xero sales invoice is created, update the corresponding WordPress user record.
Keep your WordPress user accounts updated whenever a new Xero sales invoice is generated.

Supported triggers and actions for Contact Form 7 and Xero

Mix and match to build the exact automation you need

Contact Form 7
Contact Form 7 Triggers & Actions
Instant
Contact form is submitted in Contact Form 7
Triggers the automation when a Contact form is submitted
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
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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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Journal is created in Xero
Triggers the automation when a new journal is added
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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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Create task in Xero
Creates a new task
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Search item by name in Xero
Locates and retrieves particular item information
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Create project in Xero
Creates a new project
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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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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 Contact Form 7 + Xero?

Streamline your billing and accounting workflows by connecting form submissions directly to your financial ledger.

What you can automate?
๐Ÿงพ
Create Xero sales invoices automatically
Generate a sales invoice in Xero the moment a user submits a contact form in Contact Form 7. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“‹
Capture every submitted form field
Map names, emails, custom questions, and order items from Contact Form 7 directly into Xero invoice line items and customer notes without missing details.
๐Ÿ””
Notify your finance team instantly
Send automated Slack messages or Gmail alerts to your billing department the second a new invoice or contact is generated from a form submission.
๐Ÿ”€
Route data based on form selections
Apply conditional logic to direct specific form submissions to different Xero accounts or trigger customized follow-up workflows based on user input.
๐Ÿ”„
Keep Xero records up to date
Automatically update existing Xero contacts and invoice details whenever a returning customer submits a new inquiry on your WordPress site.
๐Ÿ›ก๏ธ
Prevent duplicate contacts and invoices
Search existing Xero records before creating new entries to ensure customer profiles and invoices remain clean and deduplicated.
๐Ÿ’ณ
Handle payments and receipts seamlessly
Record payments in Xero and automatically issue confirmation receipts as soon as transactions or form-based payments are completed.
๐Ÿ“Š
Extend your workflow to Google Sheets
Log every Contact Form 7 submission and associated Xero invoice data into Google Sheets for comprehensive reporting and team tracking.
And much more...

Who is Contact Form 7 + Xero integration for?

Connecting Contact Form 7 and Xero helps business owners, accountants, and sales teams eliminate manual data entry and keep financial records perfectly aligned.

Accountants
Accountants
Sales managers
Sales managers
Client service leads
Client service leads
Store administrators
Store administrators
Account executives
Account executives
Operations directors
Operations directors
๐Ÿ“ˆ
Accountants
You're collecting client orders through Contact Form 7 but manually re-keying details into Xero, so your ledger totals are always trailing behind actual sales โ€” this integration means every submission creates an invoice instantly and your books stay current.
โšก
Sales managers
You rely on form inquiries to kick off billing workflows but find out about new client sign-ups hours later, delaying your response time โ€” with this integration, new submissions immediately trigger Xero invoices so your team can follow up right away.
๐Ÿ“‹
Client service leads
Your clients submit project requests via Contact Form 7 while finance waits for manual notification to issue invoices, causing billing bottlenecks โ€” automating both apps means every request generates a Xero invoice automatically without manual handoffs.
๐Ÿ›’
Store administrators
You handle high daily volumes of form-based purchases that require manual invoice creation in Xero, leading to recurring data entry errors โ€” connecting these apps means every submission populates Xero accounts accurately and eliminates manual mistakes.
๐Ÿค
Account executives
You wait for billing confirmations to be logged manually before onboarding new clients, stalling your pipeline momentum โ€” this integration means Xero invoices are created the second a form is submitted so onboarding can start without delay.
๐Ÿ—‚๏ธ
Operations directors
You audit financial records against form submissions and frequently discover missing entries due to oversight, creating reconciliation gaps โ€” automating both apps means every transaction is logged reliably from form to ledger.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Contact Form 7 + Xero

Build and manage your Contact Form 7 + 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 Contact Form 7 + 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
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Contact Form 7 to Xero?
Frequently Asked Questions
You can connect Contact Form 7 to Xero using 1-click ready templates on Integrately or by asking Integrately AI to build the integration. Simply select your triggers, map your form fields, and activate the workflow in minutes alongside WordPress, Gmail, and Slack.
Can I automatically create Xero invoices from form submissions?
Frequently Asked Questions
Can I connect Contact Form 7, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Contact Form 7 and Xero?
Frequently Asked Questions
How does Contact Form 7 handle custom form fields during Xero sync?
Frequently Asked Questions
Can Xero update contact details automatically when a form is submitted?
Frequently Asked Questions
Do I need coding skills to automate Contact Form 7 and Xero?
Frequently Asked Questions
Is the Contact Form 7 and Xero integration free?
Frequently Asked Questions
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