Integrating JotForm with Xero Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate contact and invoice creation in Xero from JotForm submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating JotForm with Xero, first access Pabbly Connect. This platform serves as the central tool for automation, allowing seamless connections between various applications. You can either sign in if you have an account or create a new one by clicking on the ‘Sign Up for Free’ button, which provides 100 free tasks every month.

Once logged in, you will be taken to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process of creating a contact and invoice in Xero whenever a new submission is made in JotForm. Click on the ‘Create Workflow’ button to get started.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up JotForm as the trigger application in Pabbly Connect. This means that every time a new response is submitted in JotForm, it will trigger the workflow. Search for JotForm in the trigger application section and select it.

• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your JotForm settings, navigate to integrations, and add the webhook URL.

After adding the webhook, your JotForm is now connected to Pabbly Connect. This allows the system to listen for new submissions, ensuring that every time a form is filled out, the workflow is activated automatically.

3. Creating a Contact in Xero

Once the trigger is set up, the next step is to create a new contact in Xero using the data received from JotForm submissions. In Pabbly Connect, add a new action step and select Xero as the action application.

Choose ‘Create Contact’ as the action event. You will need to connect your Xero account by clicking on ‘Add New Connection’ and allowing access. Once connected, you can map the required fields from the JotForm response to the corresponding fields in Xero, such as first name, last name, email, and address.

• Map the first name and last name from the JotForm response.
• Include the email address and phone number.
• Fill in the address details, including street, city, and postal code.

After mapping all the necessary fields, save the configuration. This will ensure that every new submission creates a contact in Xero automatically.

4. Creating an Invoice in Xero

The final step in this integration is to create an invoice in Xero based on the order submitted through JotForm. In Pabbly Connect, add another action step and again select Xero as your action application.

Choose ‘Create Invoice’ as the action event. Just like before, connect to your Xero account if you haven’t already. You will need to map the invoice fields, including the contact name, email, and product details from the JotForm response.

Select the invoice type (e.g., Sales Invoice). Map the product line item code and quantity. Set the currency and invoice status (e.g., Draft).

Once you have mapped all necessary details, save the configuration. This will enable the automatic creation of invoices every time a new order is submitted through JotForm.

5. Conclusion: Automating Your Workflow with Pabbly Connect

In this tutorial, we have successfully demonstrated how to integrate JotForm with Xero using Pabbly Connect. By setting up triggers and actions, you can automate the process of creating contacts and invoices seamlessly. This not only saves time but also reduces the chances of manual errors.

Utilizing Pabbly Connect allows businesses to streamline their workflows effectively. By following the steps outlined, you can ensure that every JotForm submission results in the creation of a corresponding contact and invoice in Xero, enhancing your operational efficiency.

With Pabbly Connect, automating your business processes has never been easier. Start integrating your applications today for a more efficient workflow!