WPForms + Xero Integration

Integrate WPForms to Xero in one click, or tell Integrately AI how you want each form submission handled. Create sales invoices, add contacts, update records, and keep your books accurate automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WPForms
    Form is submitted in WPForms 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
    Add contacts to contact group in Xero
  • 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 WPForms + Xero Integration

Capture form submissions, create sales invoices, add contacts, update books, and notify your team, all in just one click.

Most popular automationmost-popular-automations
WPForms + Xero Integration

Create Xero task for new WPForms 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 WPForms 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 WPForms form submission received today - your customers will thank you for it!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your WPForms + Xero flow

Connect accounting data to messaging, email, and CRM tools to keep operations aligned. Pick a combination and activate it in one click.

WPForms
Xero
+
StripeStripe (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (2)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
HubSpotHubSpot (3)
W
X
S
Create a Xero sales invoice from every WPForms submission, and set up a customer profile in Stripe.
Every WPForms submission automatically creates a sales invoice in Xero and sets up a matching customer profile in Stripe without manual data entry.
W
X
S
Create a Xero contact for every WPForms submission, and generate a payment link in Stripe.
Form submissions instantly create a contact in Xero and generate an immediate payment link in Stripe.
W
X
S
Create a Xero bill when a WPForms entry is received, and record the payment in Stripe.
WPForms entries immediately record bills in Xero and process corresponding payment records in Stripe.

Supported triggers and actions for WPForms and Xero

Mix and match to build the exact automation you need

WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
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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Add contacts to contact group in Xero
Add contacts to a contact group
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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 WPForms + Xero?

Streamline your accounting and form management by automating key data flows between WPForms and Xero.

What you can automate?
๐Ÿงพ
Turn form submissions into Xero sales invoices instantly
Capture contact details and order selections from WPForms to automatically generate sales invoices in Xero the moment a user submits a form.
๐Ÿ“‹
Capture every submitted form field accurately
Map all custom form fields and customer inputs from WPForms directly into corresponding Xero fields instead of transferring only basic names and emails.
๐Ÿ””
Notify your team immediately upon submission
Trigger instant alerts in messaging tools or send email notifications as soon as a new form entry is received and processed in Xero.
๐Ÿ”€
Route data dynamically based on form selections
Apply conditional logic to create different types of quotes, invoices, or contact records in Xero depending on the specific options selected in WPForms.
๐Ÿ”„
Keep financial records updated continuously
Automatically update existing Xero contacts and records whenever repeat submitters update their information through your WPForms online forms.
๐Ÿ”
Prevent duplicate records with smart lookups
Search Xero for existing contacts before creating new entries, ensuring your accounting database remains clean and free of duplicate accounts.
๐Ÿ’ณ
Handle payment and billing status changes
Track payment confirmations and update invoice statuses automatically across your financial workflow as transactions are completed.
๐ŸŒ
Extend your workflow to Slack and CRM tools
Connect your core WPForms and Xero automation to popular third-party apps like Slack or HubSpot to trigger comprehensive multi-step business processes.
And much more...

Who is WPForms + Xero integration for?

Teams managing customer form submissions and financial records save hours every week by automating data transfer between WPForms and Xero.

Finance managers
Finance managers
Sales teams
Sales teams
Client services directors
Client services directors
High-volume business owners
High-volume business owners
Operations coordinators
Operations coordinators
Bookkeepers
Bookkeepers
๐Ÿ“Š
Finance managers
You're collecting order and registration data via WPForms but manually entering invoice details into Xero, so your financial reporting is always lagging behind โ€” this integration means every form submission instantly generates the correct record and your books stay fully up to date.
โšก
Sales teams
You receive customer inquiries through WPForms and rush to create quotes in Xero, but leads slip through the cracks during high-volume periods โ€” automating both apps means every lead is logged and invoiced instantly without manual delays.
๐Ÿค
Client services directors
You track onboarding requests through WPForms while updating Xero accounts for billing, but discrepancies between form details and invoices frustrate stakeholders โ€” connecting these apps means your records match perfectly every single time.
๐Ÿ“ˆ
High-volume business owners
You process hundreds of form submissions weekly and manually generate Xero invoices for each one, causing severe operational bottlenecks โ€” automating both apps means your billing workflow scales effortlessly without extra staffing.
๐Ÿ“‹
Operations coordinators
You receive project intake details via WPForms and depend on accounting to set up Xero clients, leading to communication delays and missed follow-ups โ€” integrating these apps means the handoff happens automatically the moment the form is submitted.
๐Ÿ“
Bookkeepers
You rely on WPForms entries to populate Xero financial records, but manual transcription errors create gaps and reconciliation headaches โ€” this integration means every submission flows directly into your accounts with absolute accuracy.
Our team

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

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Why choose Integrately to automate WPForms + Xero

Build and manage your WPForms + 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 WPForms + 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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in $19.99

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Frequently Asked Questions

How do I connect WPForms to Xero?
Frequently Asked Questions
You can connect WPForms to Xero in just 1 click using ready-made automations on Integrately, or ask Integrately AI to build the integration for you. It seamlessly links your form entries with tools like Slack, Gmail, and HubSpot without any coding.
Can I automatically create Xero invoices from WPForms submissions?
Frequently Asked Questions
Can I connect WPForms, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for WPForms and Xero?
Frequently Asked Questions
How do custom form fields map from WPForms to Xero?
Frequently Asked Questions
Can I update existing Xero contacts with new WPForms submissions?
Frequently Asked Questions
Do I need coding skills to set up WPForms and Xero automations?
Frequently Asked Questions
Is the WPForms and Xero integration free?
Frequently Asked Questions
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