Create a Xero bill from new Jotform submissions
by
1 ready-made Jotform and Xero Applets
Turn one on, or build your own. Jotform can start an automation with "New submission", and IFTTT can then run "Create a bill" on Xero.
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Create your own Jotform and Xero workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
12 triggers, queries, and actions
Bill due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a bill is due within the number of days you specify in the organisation you select.
Invoice overdue
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice becomes overdue in the organisation you select.
Invoice paid
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice is fully paid in the organisation you select.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new contact is created in the organisation you select.
New sales invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new sales invoice is created in the organisation you select.
New submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires on a new form submission.
Get cash balance
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the current balance of the bank account you select in the organisation you select.
History of submissions
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of new form submissions.
Look up an invoice
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of the sales invoice whose number you specify.
Create a bill
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a bill payable to the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create a sales invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales invoice for the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create or update a contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a contact, or update the matching contact, in the organisation you select. The contact name is the match key for updates.
Bill due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a bill is due within the number of days you specify in the organisation you select.
Create a bill
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a bill payable to the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create a sales invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales invoice for the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create or update a contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a contact, or update the matching contact, in the organisation you select. The contact name is the match key for updates.
Get cash balance
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the current balance of the bank account you select in the organisation you select.
History of submissions
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of new form submissions.
Invoice overdue
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice becomes overdue in the organisation you select.
Invoice paid
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice is fully paid in the organisation you select.
Look up an invoice
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of the sales invoice whose number you specify.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new contact is created in the organisation you select.
New sales invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new sales invoice is created in the organisation you select.
New submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires on a new form submission.
Build an automation in seconds!
If
Select a trigger the automation will use
Bill due soon
Invoice overdue
Invoice paid
New contact
New sales invoice
New submission
Then
Select an action the automation will perform
Create a bill
Create a sales invoice
Create or update a contact
You can add delays, queries, and more actions in the chat.
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How to connect to a Jotform automation
Find an Applet using Jotform and Xero
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Review trigger and action settings, and click connect. Simple as that!Make more happen with your credits
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More on Jotform and Xero
About Jotform
Jotform builds powerful forms, moving your organization from busywork to less work. Powerful forms get it done.
About Xero
Xero is cloud accounting software for small businesses, bookkeepers, and accountants. It handles invoicing, bills, bank reconciliation, contacts, and financial reporting, keeping your books in sync across the tools you use.