Integrate Jotform with Xero to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Jotform with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from Jotform

A trigger is an event that starts your Zap and runs the workflow. For example, with Jotform, a trigger could be "New Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Jotform to Xero

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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.
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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

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.

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.

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.

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.

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.

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.

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.

Connect Jotform and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Jotform and Xero to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

    • Form
      Required
    Trigger
    Instant
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Assignee Permission
    Action
    Write
    • Select a form
      Required
    Action
    Write
    • Organization
      Required
    Trigger
    Scheduled
    Try It
    • Document
      Required
    Trigger
    Scheduled
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Prefilled Field Permissions
    Action
    Write
    • Api_docs_info
    • HTTP Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write
    • Organization
      Required
    • Status
    Trigger
    Scheduled
    Try It

Learn how to automate Jotform on the Zapier blog

Automate Xero: get inspired on the Zapier blog

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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.
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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.
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