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Jotform + Xero

Create Xero sales invoices for new Jotform signed documents

Streamline your invoicing process with this efficient workflow between Jotform and Xero. Whenever a new signed document is received in Jotform, a sales invoice will be created in Xero, saving you time and ensuring accurate billing. Simplify your document management and financial tasks with this seamless automation.

Streamline your invoicing process with this efficient workflow between Jotform and Xero. Whenever a new signed document is received in Jotform, a sales invoice will be created in Xero, saving you time and ensuring accurate billing. Simplify your document management and financial tasks with this seamless automation.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
jotform logo
jotform logo

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.
Learn moreHelp

Related categories

  • Forms & Surveys

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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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