Gravity Forms + Xero

Create new Xero quote drafts from Gravity Forms submissions

Create new quote drafts in Xero seamlessly when a form is submitted in Gravity Forms. This automation saves you time and keeps your quotes up-to-date, ensuring they're always ready for clients. Stay organized and streamline your process, allowing you to focus on what matters most: growing your business.

Create new quote drafts in Xero seamlessly when a form is submitted in Gravity Forms. This automation saves you time and keeps your quotes up-to-date, ensuring they're always ready for clients. Stay organized and streamline your process, allowing you to focus on what matters most: growing your business.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create New Quote Draft

    Creates a new quote draft.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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xero logo
xero logo

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 moreHelp

Related categories

  • Accounting

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