If you use forms to track important payment or order information, you can connect the forms to Xero to take care of the payments. Use this Zap to send your new FormKeep submissions to Xero, without any transferring any data manually on your end.
How this FormKeep-Xero integration works
- A new submission is created in FormKeep
- Zapier creates a new invoice in Xero
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Triggers when your form receives a new submission.
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new bill. (Accounts Payable)
Creates a new contact or updates a contact if a contact already exists.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new bill (Accounts Payable).
Triggered when you add a new contact.
Applies a payment to an invoice.
Triggered when you add a new draft expense claim receipt.
Creates a new purchase order for a contact.