Connect formformform to Xero
Turn every form submission into a Xero contact, invoice, bill, or quote without manual data entry.
Someone completes your formformform form.
The “New Submission” trigger fires instantly.
Your data lands where the work happens.
formformform is a form builder that sends your submissions straight into Xero, so the people who fill out your forms become records in your accounting system the moment they hit submit. Instead of copying names, email addresses, and order details into Xero by hand, you let the form do it: a new client intake creates a contact, a product order drafts a sales invoice, an expense claim becomes a bill.
The connection runs through the published formformform Zapier integration. formformform is the trigger — each new submission starts the automation — and Xero is the action that follows. Everything flows one way, from form to Xero, which keeps your bookkeeping accurate without you touching a spreadsheet.
Because it is built on Zapier, you can map any form field to any Xero field, choose which Xero organisation to write to, and decide whether invoices land as drafts for review or are created ready to send. You build the form, point it at Xero once, and every future submission is handled for you.
Ways to use formformform with Xero
Concrete automations you can set up in minutes — no code required.
An accounting or services firm onboards a new client through a web form. The contact is created in Xero immediately, ready for invoicing, with no retyping of details.
A small retailer takes wholesale orders via a form. Each order becomes a draft invoice in Xero so the finance team can review and send it without rekeying line items.
Staff and contractors submit expenses through a form. Each claim lands in Xero as a bill awaiting payment, keeping accounts payable up to date automatically.
A trades or consulting business collects job details through a form. A draft quote is prepared in Xero ready to refine and send, shortening the time from enquiry to proposal.
A coach or training provider sells workshop places via a form. Every registration generates an invoice in Xero so attendees can be billed straight away.
Who connects Xero to their forms
Turn new-client intake forms into Xero contacts and engagement invoices without manual setup.
Capture project briefs and convert them into draft quotes or sales invoices in Xero.
Send on-site job request forms to Xero as quotes, ready to price and approve.
Draft sales invoices in Xero from wholesale or custom-order forms with full line items.
Raise Xero invoices automatically from paid workshop and event registration forms.
Create Xero contacts and invoices from membership or donation pledge form submissions.
Why connect Xero
How to connect formformform to Xero
- 1
Build your form in formformform and publish it so it can start receiving submissions.
- 2
In Zapier, create a new Zap and choose formformform as the trigger app.
- 3
Select the "New Submission" trigger, connect your formformform account, and pick the form you just published.
- 4
Add Xero as the action app and choose an action such as Create/Update Contact, Create Sales Invoice, Create Bill, or Create Quote.
- 5
Connect your Xero account and select the organisation you want records written to.
- 6
Map your form fields to the Xero fields (name, email, line items, amounts, account codes, and so on).
- 7
Test the Zap with a sample submission, confirm the record appears in Xero, then turn the Zap on.
Frequently asked questions
Is the Xero integration free?+
formformform's Zapier integration is free to use, and Xero is included in your Xero subscription. The connection runs through Zapier, so you will need a Zapier account; their free tier covers basic Zaps, while higher submission volumes or multi-step Zaps may require a paid Zapier plan. There is no extra charge from formformform to send submissions to Xero.
Does it work in real time?+
Yes. formformform uses a real-time "New Submission" trigger that fires the instant someone submits your form. Zapier receives the submission immediately and runs the Xero action, so a new contact, invoice, bill, or quote appears in Xero within moments of the form being completed — no scheduled imports or batch syncing.
Can I map specific form fields to Xero fields?+
Yes. During setup in Zapier you map each form field to the matching Xero field — contact name, email, phone, billing address, invoice line items, quantities, amounts, and account codes. You control exactly which submission data populates which part of the Xero record, so invoices and contacts are created correctly every time.
Do I need to know how to code?+
No. The whole setup is point-and-click in Zapier: pick the formformform trigger, choose a Xero action, connect both accounts, and map the fields. No scripts, APIs, or developer work are needed. If you prefer a code-level option, formformform also offers native outgoing webhooks, but the Xero connection itself requires no coding.
Can I create invoices as drafts so my team can review them first?+
Yes. Xero's Zapier actions let you set the status of a sales invoice or quote, so you can create them as drafts that land in Xero for review and approval before sending, or create them ready to approve. This keeps a human check in the loop while still removing all the manual data entry.
Does data sync both ways between Xero and formformform?+
No. The integration is one-directional: a new form submission triggers an action in Xero. formformform is a trigger app only — it starts the automation but does not read, pull, or sync data back from Xero. Every automation flows from form submission to a new or updated record in Xero.
Related payments & invoicing integrations
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