Create Personalized Documents from Xero with WebMerge
Xero + Formstack Documents
Xero + Formstack Documents Integrations
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Popular Ways to Connect Xero and Formstack Documents
Connect Xero + Formstack Documents in Minutes
It's easy to connect Xero + Formstack Documents and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
New Bank Transaction
Triggers when a new bank transaction is created.
New Contact
Triggers when you add a new contact.
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
InstantNew Merged Document
Triggers when a merged/populated document is created.
New Bill
Triggers when you add a new bill. (Accounts Payable)
New Payment
Triggers when you receive a new payment.
New Quote
Triggers when a new quote is created.
New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable)
How Xero + Formstack Documents Integrations Work
- Step 1: Authenticate Xero + Formstack Documents.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.