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Zapier makes it easy to integrate Jotform with Xero - no code necessary. See how you can get setup in minutes.
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Jotform
Jotform
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Jotform
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Jotform.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Jotform and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Organization
Required
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
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
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Jotform and Xero with AI agents and code
Beyond Zap workflows. Call Jotform and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Jotform and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Assign Form
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use Jotform and Xero
Streamline financial record updates from form submissions
When a new submission is received in Jotform, Zapier can automatically create a sales invoice in Xero. This eliminates the manual process of transferring data, ensuring accurate and timely records for financial tracking while saving administrative time.
When a team member submits an expense claim form in Jotform, Zapier will capture the details and create a draft expense claim receipt in Xero. This keeps the expense record process seamless and transparent, reducing tracking mistakes.
Zapier can connect Jotform and Xero so that when a customer submits an order form in Jotform, an invoice is created in Xero automatically. This workflow ensures every order is immediately documented and invoicing becomes automated, speeding up the payment process.
Level up your Jotform to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Jotform + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Xero
How do I set up an integration between Jotform and Xero?
To integrate Jotform with Xero, first ensure that both accounts are active and you have administrative permissions. Set up a trigger in Jotform, such as 'New Submission', and connect it to an action in Xero like 'Create Invoice'. Follow our platform's step-by-step guide to authenticate both applications and map the necessary fields.
What triggers can be used in Jotform for Xero integration?
Our integration allows various triggers from Jotform such as 'New Submission', 'Submission Updated', or 'Form Deleted'. You can link these triggers to corresponding actions in Xero, enabling automatic responses within your financial system.
Can form submissions from Jotform automatically create invoices in Xero?
Yes, by using the trigger 'New Submission' in Jotform, you can automatically initiate the action 'Create Invoice' in Xero. This seamless connection ensures that all form responses are accurately accounted for within your invoicing system.
Are there any limitations on data fields when integrating with Xero?
When mapping fields from Jotform to Xero, ensure that mandatory fields like client name and invoice amount are included. Our system supports mapping a wide range of data fields but keep an eye on restrictions specific to field types required by Xero.
How secure is the data transfer between Jotform and Xero through our integration platform?
We implement encryption protocols and secure authentication methods to ensure data transferred between Jotform and Xero remains confidential and protected against unauthorized access during the integration process.
Can I customize actions performed on new submissions in Jotform for the linked process in Xero?
Absolutely! We allow customization of various actions triggered by new submissions. For example, you can specify whether a submission should create an invoice or update a customer record in Xero based on form inputs.
What should I do if an error occurs during integration between Jotform and Xero?
In case of errors, check connectivity status between both platforms first. Our troubleshooting guides provide detailed steps on common issues. Ensure all required fields are correctly mapped and try re-authenticating both applications if necessary.
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.
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.
