Generate invoices from website submissions
When a client submits a form in Insurance Website Builder, automatically create an invoice in Xero for the requested products or services.
See all Insurance Website Builder + Xero integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Insurance Website Builder Explore Insurance Website Builder →
TriggersFires when a new page or post is published on Insurance Website Builder.
Fires when a form on Insurance Website Builder is submitted.
Fires when a CMS item is updated on Insurance Website Builder.
Publishes or updates a page on Insurance Website Builder.
Creates a new CMS item on Insurance Website Builder.
Updates existing content on Insurance Website Builder.
Xero Explore Xero →
TriggersFires when a new invoice is created in Xero.
Fires when a payment is recorded in Xero.
Fires when an invoice in Xero passes its due date unpaid.
Fires when a new expense is recorded in Xero.
Creates a new invoice in Xero.
Records a payment against an invoice in Xero.
Creates a new expense entry in Xero.
Syncs a customer's billing record in Xero.
More Insurance Website Builder + Xero workflows
Publish client listings upon payment receipt
When a payment is received in Xero, automatically publish a page in Insurance Website Builder to make the client's listing live.
See details
Update website content when pricing or expenses change
When an expense is recorded in Xero, automatically update a CMS item in Insurance Website Builder to keep public cost catalog listings accurate.
See details
See all Insurance Website Builder + Xero integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate invoices from website submissions” between Insurance Website Builder and Xero?
Yes — describe it in the box above and Knit's Integrations Agent researches Insurance Website Builder and Xero's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Xero and Insurance Website Builder automate client onboarding?
Submitting a form on your website in Insurance Website Builder can automatically generate a customer record and initial invoice in Xero without manual data entry.
Can website form submissions generate invoices?
Yes, whenever a client submits an order or inquiry form in Insurance Website Builder, an invoice can automatically be created in Xero.