Formstack Forms + Xero Integration

Integrate Formstack Forms to Xero in one click, or tell Integrately AI how you want each submission handled. Create sales invoices, add contacts, 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.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • 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
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Formstack Forms + Xero Integration

Capture form responses, create sales invoices, update contacts, track payments, and log entries, all in just one click.

Most popular automationmost-popular-automations
Formstack Forms + Xero Integration

Create Xero task for new Formstack Forms response

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Formstack Forms responses 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 Formstack Forms response received today - your customers will thank you for it!
See more
  • 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 Formstack Forms + Xero flow

Send form data to other tools, notify teams, or update sheets once Xero processes the submission. Pick a combination and activate it in one click.

Formstack Forms
Xero
+
TypeformTypeform (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
GmailGmail (3)
F
X
T
When a submission is done in Formstack Forms, create a contact in Xero and create a webhook in Typeform.
Formstack Forms submissions instantly create Xero contacts and register webhooks in Typeform, keeping all your data aligned across platforms.
F
X
T
When a form is added in Formstack Forms, create a sales invoice in Xero and create a workspace in Typeform.
New forms in Formstack Forms trigger Xero invoices and set up dedicated Typeform workspaces without manual delays.
X
T
F
Create submission for a form in Formstack Forms after updating a contact in Xero and creating a webhook in Typeform.
Keep your Formstack Forms submissions updated whenever Xero contact updates occur and Typeform webhooks fire.

Supported triggers and actions for Formstack Forms and Xero

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
Try it โ†’
Form is added in Formstack Forms
Triggers the automation when a new form is added
Try it โ†’
Create submission for a form in Formstack Forms
Generates a new form submission
Try it โ†’
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it โ†’
Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it โ†’
Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it โ†’
Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it โ†’
Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it โ†’
Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
Try it โ†’
Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it โ†’
Item is created/updated in Xero
Triggers the automation when an item is created or updated
Try it โ†’
Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it โ†’
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it โ†’
Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
Try it โ†’
Journal is created in Xero
Triggers the automation when a new journal is added
Try it โ†’
Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it โ†’
User is created/updated in Xero
Triggers the automation when a user is created or updated
Try it โ†’
Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Try it โ†’
Create project in Xero
Creates a new project
Try it โ†’
Search item by name in Xero
Locates and retrieves particular item information
Try it โ†’
Create task in Xero
Creates a new task
Try it โ†’
Get online invoice URL in Xero
Try it โ†’
Update invoice items in Xero
Updates the items in an invoice
Try it โ†’
Create item code in Xero
Generates new unique item code
Try it โ†’
Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
Try it โ†’
Add attachment to contact in Xero
Attach files or documents to contact profiles
Try it โ†’
Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
Try it โ†’
Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
Try it โ†’
Search sales invoice in Xero
Searches for a sales invoice
Try it โ†’
Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
Try it โ†’
Create contact in Xero
Adds a new contact to the database
Try it โ†’
Search contact by email address in Xero
Finds and retrieves contact information using their email address
Try it โ†’
Search contact by name in Xero
Finds information about a contact using the name
Try it โ†’
Update contact in Xero
Updates contact information with new details
Try it โ†’
Search contact by account number in Xero
Retrieves contact information based on the provided account number
Try it โ†’
Create payment in Xero
Generates and process a payment transaction
Try it โ†’
Create quote in Xero
Generates a new quote with pre-filled information
Try it โ†’
Create bill in Xero
Generates a new bill for the customer
Try it โ†’
Create purchase order in Xero
Generates a purchase order for approved requests
Try it โ†’
Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
Try it โ†’
Send sales invoice by email in Xero
Sends a sales invoice by email
Try it โ†’
Search item in Xero
Locates and retrieves particular item information
Try it โ†’
Create bank transfer in Xero
Initiates a bank transfer
Try it โ†’
Create credit note in Xero
Generates a credit note for returned items
Try it โ†’
Create bank transaction in Xero
Generates a bank transaction
Try it โ†’
Search account in Xero
Searches for account information
Try it โ†’

What can you automate with Formstack Forms + Xero?

Streamline your workflows by connecting Formstack Forms and Xero to handle submissions, invoices, and accounting tasks automatically.

What you can automate?
๐Ÿงพ
Generate sales invoices from form submissions
Create a Xero sales invoice automatically the moment a user completes your Formstack Forms submission. Eliminate manual billing entry and get paid faster.
๐Ÿ“‹
Capture every submitted form field
Map all submitted answers from Formstack Forms into your Xero contact and invoice records. Ensure no customer details or custom inputs are ever lost.
๐Ÿ””
Alert your team instantly on Slack
Notify your finance or sales channel the second a new Formstack Forms submission triggers a Xero update. Keep everyone informed without manual check-ins.
๐Ÿ”€
Route submissions based on form answers
Create different invoice types or assign specific contacts in Xero depending on the selections made in your Formstack Forms submission.
๐Ÿ”„
Keep accounting records up to date
Automatically update Xero contacts and sales invoices whenever matching data changes in your ongoing Formstack Forms responses.
๐Ÿ”
Prevent duplicate records in Xero
Search existing contacts by email or name before creating entries, ensuring your Xero database remains clean and free of duplicate accounts.
๐Ÿ’ณ
Handle payment and status changes smoothly
Trigger follow-up actions in Xero or notify your team when payments are created, updated, or invoices are marked paid.
๐Ÿ“Š
Extend your workflow to Google Sheets
Connect Formstack Forms and Xero to Google Sheets to log every submission and invoice update in a centralized spreadsheet for easy review.
And much more...

Who is Formstack Forms + Xero integration for?

Connecting Formstack Forms and Xero helps finance, sales, and operations teams eliminate manual data entry, keep books accurate, and process submissions instantly.

Finance controllers and accountants
Finance controllers and accountants
Sales and account executives
Sales and account executives
Client success managers
Client success managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Business auditors
Business auditors
๐Ÿ“Š
Finance controllers and accountants
You're reviewing financial statements but your ledgers only update when someone manually reconciles form data, so the revenue figures you're analyzing are always lagging behind โ€” this integration means every new form submission updates your accounting records instantly and your financial data stays current.
โšก
Sales and account executives
You need to issue invoices immediately after a client submits a signup form, but manual data entry slows down your response time โ€” with this integration, every new submission creates a sales invoice automatically and your deals move forward without delay.
๐Ÿค
Client success managers
You answer to clients who expect their billing and contact profiles to reflect form updates right away, but manual handoffs cause frustrating delays โ€” automating both apps means client details sync instantly and your records remain error-free.
๐Ÿ“ˆ
Operations directors
Your team handles high volumes of client intake forms daily, but manual data transfer between systems creates bottlenecks and data gaps โ€” integrating these apps means every submission flows directly into your books and your operational throughput scales smoothly.
๐Ÿ“‹
Project coordinators
You depend on upstream form submissions to trigger client projects and billing, but waiting for manual notifications stalls your workflow โ€” this integration means form data reaches your accounting suite instantly so you can kick off work right away.
๐Ÿ”
Business auditors
You need a reliable audit trail linking intake submissions to accounting records, but manual record-keeping keeps leaving audit gaps โ€” connecting these apps means every transaction and submission is logged accurately and your compliance checks pass with ease.
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 Formstack Forms + Xero

Build and manage your Formstack Forms + 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 Formstack Forms + 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
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Formstack Forms to Xero?
Frequently Asked Questions
You can connect Formstack Forms to Xero instantly using 1-click ready workflows on Integrately. Select a pre-built template, connect your accounts, and let Integrately AI assist you with custom setups.
Can I automatically create Xero invoices from Formstack Forms submissions?
Frequently Asked Questions
Can I connect Formstack Forms, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formstack Forms and Xero?
Frequently Asked Questions
How does Formstack Forms handle submission data in this integration?
Frequently Asked Questions
How does Xero process contacts and invoices from form submissions?
Frequently Asked Questions
Do I need coding skills to automate Formstack Forms and Xero?
Frequently Asked Questions
Is the Formstack Forms and Xero integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Formstack Forms or Xero With 1500+ Other Apps

Formstack Forms
Popular Formstack Forms Integrations
Connect Formstack Forms to CRMs, email tools, and marketing platforms to capture and nurture every lead.
Xero
Popular Xero Integrations
Sync Xero with project management, reporting, and payment tools to keep your financial stack unified.
See All
Xero Integrations arrow right
No popular apps found