Fluent Forms + Xero Integration

Connect Fluent Forms to Xero in 1 click

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1.

Form is submitted in Fluent 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

2.

Trusted by experts at...

Ready Workflows for Fluent Forms + Xero Integration

Just click on the workflow you want to automate

Most popular automation

Create Xero task for new Fluent 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 Fluent 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 Fluent Forms form submission received today - your customers will thank you for it!

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Who Is This Integration For?

Freelancers

Small Business Owners

Consultants

Event Planners

E-commerce Sellers

Freelancers

Freelancers often struggle with efficiently managing their client invoicing. They use FluentForms for collecting project inquiries but find it cumbersome to create invoices in Xero manually for each new project they start.

Small Business Owners

Small business owners frequently collect customer orders or service requests through forms on their websites but face challenges in translating these submissions into formal invoices in Xero without tedious manual input.

Consultants

Consultants face difficulty maintaining an organized workflow when it comes to client billing. They use FluentForms to gather initial consultation details but need a streamlined way to create billable items directly in Xero without missing details.

Event Planners

Event planners often need to organize various payments and deposits through form submissions for events, but manually creating each payment record in Xero is time-consuming and error-prone.

E-commerce Sellers

E-commerce sellers collect orders and customer details through online forms but confront inefficiencies when having to manually transfer each order into Xero for invoicing, leading to potential errors and delays.

Try This Integration – No Code Needed

What Can You Automate With Fluent Forms + Xero

Convert New Form Entries into Invoices

Automatically create invoices in Xero when someone fills out a form on FluentForms. This saves you time and reduces errors, ensuring your billing is always up to date.

Generate Contact Records from Form Submissions

Whenever you receive new entries via FluentForms, you can instantly create a contact record in Xero. Keep your client records organized without manual data entry.

Record Payment Information for Orders

When you receive an order through FluentForms, the payment information can automatically be logged in Xero. This simplifies your bookkeeping by ensuring all transaction details are captured promptly.

Sync Form Collected Leads with Invoicing

Connect FluentForms to Xero so that every new lead generated on your site results in a preliminary invoice setup in Xero. This helps keep potential revenue streams visible and actionable.

Update Customer Details Automatically

When a customer updates their information through a FluentForms entry, ensure the new details are reflected in Xero. Avoid mismatches and keep your contact info in sync effortlessly.

And much more...

Start Automating In Minutes

Top 10 Most Popular Fluent Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Create WooCommerce order for new Fluent Forms form submission

Create Google Calendar event for new Fluent Forms form submission

Create WooCommerce customer from new Fluent Forms form submission

Create WooCommerce product from new Fluent Forms form submission

Create Google Drive folder from new Fluent Forms form submission

Create WooCommerce order for new Fluent Forms form submission

Create Google Calendar event for new Fluent Forms form submission

Create WooCommerce customer from new Fluent Forms form submission

Create WooCommerce product from new Fluent Forms form submission

Create Google Drive folder from new Fluent Forms form submission

Create Google Drive file for new Fluent Forms form submission

Update Google Calendar event from new Fluent Forms form submission

Create MemberPress member from new Fluent Forms form submission

Create Quickbooks Online order for new Fluent Forms form submission

Create Trello card for new Fluent Forms form submission

Create Google Drive file for new Fluent Forms form submission

Update Google Calendar event from new Fluent Forms form submission

Create MemberPress member from new Fluent Forms form submission

Create Quickbooks Online order for new Fluent Forms form submission

Create Trello card for new Fluent Forms form submission

Top 10 Most Popular Xero Automations from
Integrately Community

Most popular

01

Create Xero sales invoice for new ThriveCart purchase

02

Create Xero sales invoice for new Amelia booking

03

Send WhatsApp message for new Xero payment

04

Create Clockify project from new Xero account

05

Create Xero sales invoice for new Zoho Books sales invoice

cloud

app integration

06

Create Xero sales invoice from new row MySQL

07

Send Gmail email for new Xero payment

08

Create Xero sales invoice from new row Google Sheets

09

Create Xero sales invoice for new Invoice Ninja invoice

10

Create Xero sales invoice from new row Microsoft Excel

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Fluent Forms + Xero Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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