Cognito Forms + Xero
Create Xero sales invoices for new Cognito Forms entries
Effortlessly generate sales invoices in Xero whenever a new entry is submitted through Cognito Forms. This workflow streamlines your invoicing process, saving you time and ensuring accuracy by automatically transferring submitted form data into a Xero invoice. Keep your financial records up-to-date and organized with this seamless integration.
Effortlessly generate sales invoices in Xero whenever a new entry is submitted through Cognito Forms. This workflow streamlines your invoicing process, saving you time and ensuring accuracy by automatically transferring submitted form data into a Xero invoice. Keep your financial records up-to-date and organized with this seamless integration.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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