App Holder
Cognito Forms

Cognito Forms and Xero Integration

Automate Xero invoicing and payment processing. Transfer new Cognito Forms entries automatically. Do much more by connecting Cognito Forms and Xero.

This integration will be available soon.

Popular Integrations

  • Cognito Forms Xero

    Add Or Update a Contact in Xero on a New Form Submission in Cognito Forms

  • Cognito Forms Xero

    Add a Payment in Xero on a New Form Submission in Cognito Forms

  • Cognito Forms Xero

    Add a Sales Invoice in Xero on a New Form Submission in Cognito Forms

Looking for something else?

Create your own Integration

Connect Cognito Forms and Xero the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Cognito Forms

    New Form Submission

    Triggers when a new Form Submission occurs
  • Xero

    New or Modified Contact

    Triggers when a new contact is created or an existing one is modified
  • Xero

    New Overpayment

    Triggers when a new overpayment is generated
  • Xero

    New Payment

    Triggers when a new payment is added to xero
  • Xero

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value
  • Xero

    New Sales Invoice

    Triggers when a new sales invoice is added to xero
  • Xero

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Xero

    New Purchase Order

    Triggers when a new purchase order is added to xero
  • Xero

    Invoice Overdue

    Triggers when the invoice is overdue by a specified number of days
  • Xero

    New Bill

    Triggers when a new bill is added to xero

Do this

ACTIONS
  • Xero

    Add Or Update a Contact

    Create or Update a Contact
  • Xero

    Search Contact

    Search A Contact Based On Contact ID Or Email Address
  • Xero

    Add a Payment

    Apply payments to approved AR and AP invoices
  • Xero

    Add a Sales Invoice

    Create a new Sales Invoice
  • Xero

    Add a Bill

    Creates a new Bill
  • Xero

    Add a Purchase Order

    creates a new purchase order
  • Xero

    Search Invoices

    search invoices based on invoice id or invoice number
  • Xero

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice
  • Xero

    Search An Item

    search a item/product with its name or id

Let's Integrate

This integration is currently in development and will be available soon.

Run Workflows

Cognito Forms Workflow
Xero Workflow
Gmail
Office 365
Zoho Mail

Email

Slack
Google Hangouts Chat
Microsoft Teams

Collaboration

Connect Cognito Forms and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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