Formsite + Xero Integration

Integrate Formsite to Xero in one click, or tell Integrately AI how you want each form submission handled. Create sales invoices, add new contacts, log payments, and update your books automatically.

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

Capture form submissions, create sales invoices, add contacts, update financial records, and track payments, all in just one click.

Most popular automationmost-popular-automations
Formsite + Xero Integration

Create Xero task for new Formsite 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 Formsite 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 Formsite form submission received today - your customers will thank you for it!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formsite + Xero flow

Send notifications, record data in spreadsheets, process payments, and manage follow-ups after your accounting records update. Pick a combination and activate it in one click.

Formsite
Xero
+
TypeformTypeform (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
F
X
T
Create a Xero sales invoice from every Formsite submission, and create a form in Typeform
Every Formsite submission generates a sales invoice in Xero and sets up a matching form in Typeform without manual data entry.
F
X
T
Create a Xero contact for every Formsite submission, and get form responses from Typeform
Keep your accounting contacts updated with Formsite form entries while fetching response details from Typeform.
F
X
T
Create a Xero quote from every Formsite submission, and update form details in Typeform
Turn form responses into Xero quotes instantly while keeping your Typeform records current.
F
X
T
Create a Xero bill from every Formsite submission, and manage responses in Typeform
Convert vendor form submissions into Xero bills and track them seamlessly alongside Typeform data.

Supported triggers and actions for Formsite and Xero

Mix and match to build the exact automation you need

Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
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 Formsite + Xero?

Streamline your accounting and form workflows with ready-made automation capabilities.

What you can automate?
๐Ÿงพ
Create Xero sales invoices from form submissions
Generate a sales invoice in Xero automatically the moment a user submits a form in Formsite. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“
Capture every submitted form field
Map all available Formsite answers into Xero invoice line items and contact fields instead of just basic contact info. Your financial records capture complete context.
๐Ÿ””
Notify your team instantly on Slack
Send instant alerts to your finance or sales channel in Slack whenever a new form is submitted and processed in Xero. Keep your entire team aligned.
๐Ÿ”€
Route records based on submitted form fields
Apply conditional rules to route submissions differently in Xero based on specific form answers, such as creating quotes for standard tier and invoices for enterprise tier.
๐Ÿ”„
Keep financial records updated in real time
Automatically update existing Xero contacts and invoices when form submitters update their information or submit follow-up requests.
๐Ÿ”
Search and update instead of creating duplicates
Search for existing contacts in Xero before creating new records. Prevent duplicate entries and maintain a clean customer database.
๐Ÿ’ณ
Handle payments and status updates
Create Xero payments and update invoice statuses automatically when customers complete transactions or request billing adjustments.
๐Ÿ“Š
Extend workflows to Google Sheets
Log form submissions and Xero invoice details in Google Sheets alongside your accounting software for comprehensive reporting and data backup.
And much more...

Who is Formsite + Xero integration for?

Teams processing form submissions and managing accounting books benefit from automated invoicing and contact synchronisation.

Financial analysts
Financial analysts
Sales representatives
Sales representatives
Client service managers
Client service managers
Operations coordinators
Operations coordinators
Account managers
Account managers
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Financial analysts
You review revenue reports and accounting ledgers, but your financial data only updates when someone manually exports form entries, so your revenue counts are always hours behind โ€” with this integration, every new form submission updates your records instantly and your books stay current.
โšก
Sales representatives
You need to issue quotes and invoices immediately upon prospect inquiry, but manual data transfer causes frustrating delays, so potential deals stall while waiting for paperwork โ€” automating both apps means every lead generates a Xero invoice instantly so you can close faster.
๐Ÿ“‹
Client service managers
You answer to clients wanting immediate confirmation of onboarding requests, but tracking form entries across systems takes hours, so client status updates are frequently delayed โ€” this integration means every form submission triggers accounting updates and client notifications automatically.
๐Ÿ“Š
Operations coordinators
You handle high volumes of customer registration forms every day, but manual entry into accounting ledgers leads to burnout and typing mistakes, so operational bottlenecks slow down your workflow โ€” automating both apps means form entries flow directly into Xero without human error.
๐Ÿค
Account managers
You own client relationships and depend on upstream form submissions to create billing records, but handoffs between departments are often missed, so billing cycles get delayed โ€” with this integration, every new form submission creates the required Xero contact and invoice right away.
๐Ÿ—‚๏ธ
Bookkeepers
You need a reliable audit history of every transaction and submission, but manual data entry frequently leaves gaps in your financial ledgers, so reconciliation takes extra time โ€” integrating these apps means every form submission is logged accurately in Xero with zero missing records.
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 Formsite + Xero

Build and manage your Formsite + 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 Formsite + 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 Formsite to Xero?
Frequently Asked Questions
You can connect Formsite to Xero in one click using ready-made workflows on Integrately, or use Integrately AI to build custom sequences with apps like Slack, Gmail, and Google Sheets.
Can I automatically create Xero invoices from Formsite submissions?
Frequently Asked Questions
Can I connect Formsite, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formsite and Xero?
Frequently Asked Questions
How does Formsite handle data transfer to Xero?
Frequently Asked Questions
Can I sync Xero contacts with form entries from Formsite?
Frequently Asked Questions
Do I need coding skills to automate Formsite and Xero?
Frequently Asked Questions
Is the Formsite and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Formsite or Xero With 1500+ Other Apps

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