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.
Categories
Wufoo and Xero can also be integrated using automation tools other than zapier:
When this trigger fires in Wufoo
Triggers when someone fills out your form.
Then this action happens in Xero
Creates a new sales invoice (Accounts Receivable).
This guide contains information on how to set up an automatic workflow that allows to Create invoice in Xero from Wufoo form.
Part I
First, we need to connect Wufoo and Xero to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Wufoo to Zapier.
Give Zapier access to your Wufoo account, using Wufoo credentials.
Connect Xero to Zapier.
Give Zapier access to your Xero account, using Xero credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Wufoo and Xero.
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!
Triggers when someone fills out your form.
Triggers when someone fills in a form being watched .
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
Triggers when you build a new form.
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
Triggers when a new form is added or updated.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new bill (Accounts Payable).
Applies a payment to an invoice.
Send Sales Invoice by Email
Creates a new contact.
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