Code by Zapier + Xero + Jotform Integrations

How to connect Code by Zapier + Xero + Jotform

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Do even more with Code by Zapier + Xero + Jotform

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Code by Zapier, Xero, and Jotform. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- CodeRequired
  Warning! This is an advanced trigger! Uses Node 10.x.x. Please read the Code documentation for more information.
- Zap Id
Trigger
Scheduled
Try It
- Input Data
  Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation inputData.keyName or inputData['keyName'] to access the values within your code. The data will be provided as strings. Learn more here.
- CodeRequired
  Warning! This is an advanced action! Uses Node 10.x.x. Please read the Code documentation for more information.
- Zap Id
Action
Write
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Quote Status
  If left empty, Zapier will trigger on all new quotes, regardless of status.
Trigger
Scheduled
Try It

- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write

- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Write
- TypeRequired
- ContactRequired
- Date
  Defaults to today's date if not specified.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Reference
  Non-unique alpha numeric code identifying the bill.
- Url
  URL link to a source document.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Document Type
  What you'll you provide the ID or number for via the next field.
- Document ID or NumberRequired
  The ID or Number for the selected Document Type.
- Paid ToRequired
  The bank account or clearing account the payment is being made to.
- Date
- Currency Rate
  Exchange rate when payment is received. Only used for non base currency invoices.
- AmountRequired
- Reference
  An optional description for the payment.
Action
Write
- Api Docs Info
  API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
Action
Search
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
  Select a form to assign
- Asignee emailRequired
  Enter your assignee’s email address
- Invitation Message
  Include an invitation message
- Assignee Permission
  Let assignees submit only, submit and view submissions later, or submit and edit submissions later
Action
Write
- Select a formRequired
  Select a form to create submissions for
Action
Write

- CodeRequired
  Warning! This is an advanced trigger! Please read the Code documentation for more information.
- Zap Id
Trigger
Scheduled
Try It
- Input Data
  Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation input_data['keyName'] to access the values within your code. The data will be provided as strings. Learn more here.
- CodeRequired
  Warning! This is an advanced trigger! Please read the Code documentation for more information.
- Zap Id
Action
Write
- Status
Trigger
Scheduled
Try It
- Payment Type
Trigger
Scheduled
Try It
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
Try It
- InvoiceRequired
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- From AccountRequired
  The bank account the payment is being made from.
- To AccountRequired
  The bank account the payment is being made to.
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
  Defaults to current date if not specified.
- Expiry
- Quote Number
  If you want Xero to auto-generate a Quote Number for you, leave this field blank.
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
  Defaults to Tax Exclusive if not specified
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
  To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Number
  Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
- Reference
  An additional reference number
- Url
  URL link to a source document.
- Sent To Contact
  Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Contact (supplier)Required
- Date
  When the purchase order was issued. Defaults to today's date if not specified.
- Delivery Date
- Order Number
  If left blank, Xero will auto-generate this from your default invoice numbering.
- Reference
- Theme
- Currency
- Tax Type
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Search or write
- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
  Select a form to assign
- Assignee emailRequired
  Enter your assignee’s email address
- Invitation Message
  Include an invitation message
- Prefilled Field Permissions
  Make pre-populated fields read only or editable
Action
Write
- Api Docs Info
  API docs for Jotform are located here http://api.jotform.com/docs/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

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How Code by Zapier + Xero + Jotform Integrations Work

Step 1: Authenticate Code by Zapier, Xero, and Jotform.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Code by Zapier + Xero + Jotform

About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.

Related categories

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more

Related categories

Accounting

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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

Forms & Surveys

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Forms & Surveys

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Code by Zapier + Xero + Jotform Integrations

How to connect Code by Zapier + Xero + Jotform

Do even more with Code by Zapier + Xero + Jotform

Run Javascript

Zap Id

Run Javascript

Input Data

CodeRequired

Zap Id

New Bank Transaction

New Contact

New Quote

Quote Status

New Sales Invoice

Status

Create Bank Transaction

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

Phone - Country Code

Phone - Area Code

Phone Number

Fax - Country Code

Fax - Area Code

Fax - Number

Mobile - Country Code

Mobile - Area Code

Mobile - Number

Direct Dial - Country Code

Direct Dial - Area Code

Direct Dial - Number

Address Type Of

Address - Attention

Address - Line 1

Address - Line 2

Address - City/Town

Address - State/Region

Address - Postal/Zip Code

Address - Country

Tax Number

Bank Account Number

Groups

Create Credit Note

TypeRequired

ContactRequired

Date

Create Bill

Contact NameRequired

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Reference

Url

Line Items Type

Item Code

Description

QuantityRequired

Unit Price

Account

Tax Rate

Tracking

Create Payment

Document Type

Document ID or NumberRequired

Paid ToRequired

Date

Currency Rate

AmountRequired