Connect and Integrate
Xero with Jotform

Connect Xero to Jotform and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Xero and Jotform

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Select a trigger in Xero

Choose an event in Xero like “New Invoice Created,” to set off your automation.

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Automate an Action in Jotform

Connect your Jotform account and select an action like “Take action in Jotform” to make your work flow.

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Customize the Workflow

Build your Xero - Jotform automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Xero and Jotform
to Automate these Workflows

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Create new Outlook events from Jotform submissions

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Send Outlook email for new Jotform submissions

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Create Outlook contacts from Jotform submissions

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Send emails via Outlook when a document is signed in Jotform

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Create Freshdesk tickets for Jotform entries

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About Xero

Xero is a cloud-based accounting software for small and medium-sized businesses to handle invoicing, bank reconciliation, financial reporting, and cash flow management. Xero allows users to track expenses, generate reports, and monitor financial performance from anywhere via a laptop or smartphone.
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About Jotform

Jotform is an intuitive online platform that lets users design forms, apps, and collect data without needing to write any code. Its drag-and-drop form builder allows for easy form creation of forms for payments to surveys. is widely used by over 25 million users globally, it’s favored for simplifying data collection and enhancing workflow efficiency using templates, mobile app creation, e-signatures, and customization with logos and themes.
Learn more