FormCrafts + Xero Integration

Integrate FormCrafts to Xero in one click, or tell Integrately AI how you want each submission handled. Create contacts, generate sales invoices, update your books, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FormCrafts
    Form is submitted in FormCrafts
  • 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 WorkflowsReady Workflows ย  for FormCrafts + Xero Integration

Capture submissions, create contacts, generate invoices, update accounts, and trigger follow-ups, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your FormCrafts + Xero flow

Connect supporting tools to notify your team, log data, and streamline your entire financial workflow. Pick a combination and activate it in one click.

FormCrafts
Xero
+
TypeformTypeform (2)
+
Google DriveGoogle Drive (2)
+
StripeStripe (2)
+
SlackSlack (3)
+
GmailGmail (2)
+
Google SheetsGoogle Sheets (2)
F
X
T
When a form is submitted in FormCrafts, create a contact in Xero, and retrieve the form details in Typeform
New FormCrafts submissions immediately create a Xero contact while referencing your Typeform data, eliminating manual entry.
F
X
T
If a FormCrafts submission is received, create a sales invoice in Xero and fetch form details in Typeform
Generate Xero invoices instantly from FormCrafts submissions while keeping your Typeform records synchronised.

Supported triggers and actions for FormCrafts and Xero

Mix and match to build the exact automation you need

FormCrafts
FormCrafts Triggers & Actions
Form is submitted in FormCrafts
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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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 FormCrafts + Xero?

Streamline your entire financial workflow by connecting form submissions directly to your accounting records.

What you can automate?
๐Ÿงพ
Create Xero contacts from form submissions
Automatically generate a new contact in Xero the moment a user completes your FormCrafts form. Eliminate manual data entry and ensure every lead is registered in your accounting system immediately.
๐Ÿ“
Capture every submitted form field
Map all available FormCrafts questionnaire answers into Xero invoice descriptions or contact fields. Your accounting records capture complete context instead of just basic names.
๐Ÿ””
Alert your team instantly on Slack
Send automated notifications to your finance or sales channels whenever a new FormCrafts submission creates a Xero record. Keep your team aligned and responsive without checking software manually.
๐Ÿ”€
Route records based on submitted options
Send high-value form submissions to priority Xero workflows or trigger specialized billing sequences depending on the exact tier or options selected by the user.
๐Ÿ”„
Keep accounting records fully updated
Automatically update existing Xero contacts and sales invoices when recurring submitters update their information through your FormCrafts forms.
๐Ÿ”
Prevent duplicates with smart search
Search for existing contacts in Xero before creating new entries, ensuring your client database remains clean and free of duplicate accounts.
๐Ÿ’ณ
Handle payments and billing status changes
Create Xero payments, bills, or credit notes automatically in response to form submissions or downstream payment gateway events.
๐Ÿ“ˆ
Extend flows with connected apps
Combine FormCrafts and Xero with Google Sheets, Gmail, or Slack to notify clients, log spreadsheets, and manage follow-ups in a single multi-step pipeline.
And much more...

Who is FormCrafts + Xero integration for?

Finance teams, business owners, and sales professionals eliminate manual data entry and keep their accounting records instantly updated with this automation.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Operations directors
Operations directors
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“ˆ
Finance managers
You're reviewing revenue reports every morning but your accounting records only update when someone manually types in form submissions, so the financial summaries you're presenting are always outdated โ€” with this integration, every new submission creates a Xero contact instantly and your books stay current.
โšก
Sales representatives
You're waiting for inbound form leads to be transferred into your billing system before you can issue invoices, so your response times lag behind โ€” automating both apps means every prospect is registered in Xero the moment they submit your form so you can follow up without delay.
๐Ÿ“Š
Account managers
You answer to clients who expect their billing profiles and invoices to be generated immediately after filling out onboarding forms, but manual setup creates bottlenecks โ€” connecting these apps means every form submission automatically establishes the Xero account so client onboarding runs smoothly.
๐Ÿ”„
Operations directors
Your team handles high volumes of registration and lead forms daily, making manual entry into accounting software prone to human error and omissions โ€” this integration means every submission flows directly into Xero without manual handling or misplaced records.
๐ŸŽฏ
Billing specialists
You depend on upstream form submissions to create sales invoices and purchase orders, but delays in data handover stall your invoicing schedule โ€” with this integration, customer details move from FormCrafts to Xero instantly so your billing cycle never skips a beat.
๐Ÿ“
Business owners
You need a reliable audit history of every client interaction and financial transaction, but manual bookkeeping leaves gaps and mismatched records โ€” automating both apps means every form submission creates an accurate, searchable history in Xero.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate FormCrafts + Xero

Build and manage your FormCrafts + 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 FormCrafts + 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
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Frequently Asked Questions

How do I connect FormCrafts to Xero?
Frequently Asked Questions
You can connect FormCrafts to Xero in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom data mappings with apps like Slack, Gmail, and Google Sheets.
Can I automatically create Xero contacts when a FormCrafts form is submitted?
Frequently Asked Questions
Can I connect FormCrafts, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FormCrafts and Xero?
Frequently Asked Questions
How does FormCrafts handle form data transfer to Xero?
Frequently Asked Questions
Can Xero invoice details be updated based on form submissions?
Frequently Asked Questions
Do I need coding skills to automate FormCrafts and Xero?
Frequently Asked Questions
Is the FormCrafts and Xero integration free?
Frequently Asked Questions
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