Formaloo + Xero Integration

Integrate Formaloo to Xero in one click, or tell Integrately AI how you want each submission handled. Create contacts and sales invoices, log payments, update accounting records, and track business finances automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formaloo
    New successful payment in Formaloo Instant
  • Formaloo
    Form is submitted in Formaloo 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
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create project in Xero
  • Xero
    Search item by name 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 Formaloo + Xero Integration

Capture form submissions, create accounting records, log payments, and update contacts, all in just one click.

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Formaloo + Xero Integration

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

Bring payment gateways, messaging tools, and CRMs into your accounting workflow to keep data synchronized everywhere. Pick a combination and activate it in one click.

Formaloo
Xero
+
StripeStripe (3)
+
ShopifyShopify (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
HubspotHubspot (3)
F
X
S
Create a Xero contact from every Formaloo form submission, and record the payment in Stripe
Form submissions instantly generate Xero contacts while logging payments in Stripe, eliminating manual data entry across systems.
F
X
S
When a successful payment occurs in Formaloo, create a Xero sales invoice and charge the customer in Stripe
Successful customer payments in Formaloo automatically generate Xero sales invoices and process charges in Stripe without delay.
F
X
S
If a Formaloo form submission includes payment details, create a Xero bill and update Stripe customer data
Conditional form data routes bills into Xero and updates customer profiles in Stripe automatically.

Supported triggers and actions for Formaloo and Xero

Mix and match to build the exact automation you need

Formaloo
Formaloo Triggers & Actions
Instant
New successful payment in Formaloo
Triggers the automation when any payment is made successfully
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Instant
Form is submitted in Formaloo
Triggers the automation when a form is filled
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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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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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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 purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Create project in Xero
Creates a new project
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Search item by name in Xero
Locates and retrieves particular item information
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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 Formaloo + Xero?

Streamline your customer data workflows and financial accounting by connecting every form submission and payment directly to Xero.

What you can automate?
๐Ÿงพ
Create Xero invoices from form submissions
Automatically generate sales invoices in Xero the moment a customer completes a submission or payment form in Formaloo.
๐Ÿ“‹
Capture every submitted custom field
Map all custom form inputs and customer preferences from Formaloo into the corresponding Xero contact or invoice fields without manual entry.
๐Ÿ””
Notify your team on new transactions
Trigger instant team alerts in Slack or via email whenever a new payment or form submission updates your Xero accounts.
๐Ÿ”€
Route records based on form choices
Apply conditional logic to create different Xero invoice types or contact categories depending on the options selected in Formaloo.
๐Ÿ”„
Keep accounting records updated
Automatically update existing Xero contacts and billing profiles whenever a customer modifies their details in Formaloo.
๐Ÿ”
Prevent duplicate records
Search existing Xero accounts before creating new entries to ensure customer profiles and invoices remain clean and consolidated.
๐Ÿ’ณ
Handle payment updates seamlessly
Log successful payments and financial transactions from Formaloo directly into Xero sales invoices and payment ledgers.
๐ŸŒ
Extend flows to external tools
Connect your Formaloo and Xero workflow with CRMs, payment gateways, or storage apps to build a complete business pipeline.
And much more...

Who is Formaloo + Xero integration for?

Operations teams, accountants, and business owners streamline customer data collection and financial recordkeeping by connecting Formaloo directly to Xero.

Financial analysts
Financial analysts
Sales managers
Sales managers
Account managers
Account managers
Operations coordinators
Operations coordinators
Customer success leads
Customer success leads
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Financial analysts
You compile transaction metrics from customer form submissions, but manual exports delay reporting so your financial summaries are always out of date โ€” with this integration, every payment record flows straight into Xero instantly and your ledger stays current.
โšก
Sales managers
You need to initiate billing the moment a prospect completes an onboarding form, but manual data entry causes invoicing bottlenecks โ€” this integration means every form submission generates Xero sales invoices immediately without manual delays.
๐Ÿ“‹
Account managers
You manage client onboarding details in forms while your finance team works in accounting software, leading to communication gaps โ€” automating both apps means client contact details and billing records sync automatically across your systems.
๐Ÿ”„
Operations coordinators
You process high volumes of customer applications daily, but hand-typing contact data into accounting ledgers creates frequent errors โ€” connecting these apps means every form response creates accurate Xero contacts without manual re-typing.
๐Ÿ‘ฅ
Customer success leads
You depend on upstream form submissions to trigger client billing and account setup, but delays leave accounts unbilled โ€” with this integration, customer data flows from Formaloo to Xero instantly to kick off downstream work.
๐Ÿ—‚๏ธ
Bookkeepers
You maintain financial histories and struggle with missing transaction records when data transfers are skipped by hand โ€” connecting these apps means every payment and submission populates your Xero accounts without gaps.
Our team

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Why choose Integrately to automate Formaloo + Xero

Build and manage your Formaloo + 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 Formaloo + 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 Formaloo to Xero?
Frequently Asked Questions
You can connect Formaloo to Xero in 1 click using ready workflows on Integrately or by asking Integrately AI to build the automation and map the fields for you, linking with apps like Slack, Gmail, and HubSpot.
Can I automatically create Xero invoices from Formaloo form submissions?
Frequently Asked Questions
Can I connect Formaloo, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formaloo and Xero?
Frequently Asked Questions
How does Formaloo data transfer into Xero records?
Frequently Asked Questions
Can Xero billing records update when Formaloo payments succeed?
Frequently Asked Questions
Do I need coding skills to automate Formaloo and Xero?
Frequently Asked Questions
Is the Formaloo and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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