1.Catches new submission
Integrate JotForm and form automation tools to catch new submissions and capture submission fields and timestamps to centralize intake data.
Create bill and supplier contact from drop-off form
Automatically capture new JotForm submissions and submission details across JotForm, Google Sheets, and Xero. Create and update when new submission arrives, supplier email matches, or submission data populatesβso you can find suppliers, create bills, and record audit rows without manual reconciliation.
How this automation creates invoice-ready bills
When new JotForm submissions arrive, delays can disrupt bill creation and slow reconciliation. This automation captures form submissions, updates supplier and received records in Google Sheets, creates bills in Xero, and logs an audit row so your team can close the loop faster.
Jotformor swap with your favorite app
2.Looks up supplier row
Integrate Google Sheets and spreadsheet search tools to look up purchases by supplier email and retrieve the supplier row id and core columns to find the right record.
Google Sheetsor swap with your favorite app
3.Updates existing row
Integrate Google Sheets and data mapping tools to update the matched supplier row with received status and summary text from the submission to refresh the ledger.
4.Creates bill in Xero
Integrate Xero and accounting workflows to create a bill from supplier details and line data, set bill and due dates, and submit it to record payable activity.
Xeroor swap with your favorite app
5.Adds received audit row
Integrate Google Sheets and audit reporting tools to append a received row with supplier details and the bill reference to preserve your reconciliation trail.
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