Wufoo
Xero
zapier

An automated workflow using zapier

Connects Wufoo + Xero

Create invoice in Xero from Wufoo form

About this workflow template

This automation scenario allows you to connect Wufoo and Xero

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Wufoo and Xero can also be integrated using automation tools other than zapier:

Diagram

Create invoice in Xero from Wufoo form
Workflow diagram: Wufoo + Xero integration

How it works?

When this trigger fires in Wufoo

Wufoo

New Entry in Wufoo

Triggers when someone fills out your form.

Then this action happens in Xero

Xero

Create Sales Invoice in Xero

Creates a new sales invoice (Accounts Receivable).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create invoice in Xero from Wufoo form.

Part I

Configure Applications

First, we need to connect Wufoo and Xero to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Wufoo to Zapier.

    Connect Wufoo to Zapier.

    Give Zapier access to your Wufoo account, using Wufoo credentials.

  • Connect Xero to Zapier.

    Connect Xero to Zapier.

    Give Zapier access to your Xero account, using Xero credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Wufoo

    Set up a Trigger action for Wufoo

    Choose the following trigger: New Entry (Triggers when someone fills out your form.).

  • Then set up an Action for Xero

    Then set up an Action for Xero

    Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Wufoo and Xero.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create invoice in Xero from Wufoo form!

Supported triggers and actions

  • Wufoo

    New entry

    Triggers when someone fills out your form.

    zapieralbato
    triggerbyzapieralbato
  • Wufoo

    Watch entries

    Triggers when someone fills in a form being watched .

    integromat
    triggerbyintegromat
  • Wufoo

    New entry (poll)

    Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

    zapier
    triggerbyzapier
  • Wufoo

    New form

    Triggers when you build a new form.

    zapieralbato
    triggerbyzapieralbato
  • Wufoo

    New entry (webhook)

    Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

    zapier
    triggerbyzapier
  • Wufoo

    Watch forms

    Triggers when a new form is added or updated.

    integromat
    triggerbyintegromat
  • Xero

    Create sales invoice

    Creates a new sales invoice (Accounts Receivable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create/update contact

    Creates a new contact or updates a contact if a contact already exists.

    zapier
    actionbyzapier
  • Xero

    Create bill

    Creates a new bill (Accounts Payable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create payment

    Applies a payment to an invoice.

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Send sales invoice by email

    Send Sales Invoice by Email

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create a contact

    Creates a new contact.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Zapier

Zapier

Automation Platforms

No-code automation service

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