Xero Jotform

Xero + Jotform Integrations

Put Xero + Jotform to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Xero and Jotform below — describe the exact one you want above and the Agent builds it on demand.

Xero + Jotform When a entry is submitted in Jotform, create an invoice automatically in Xero.
Generate invoices from intake form responses When a customer submits an order form in Jotform, automatically create a detailed invoice in Xero to streamline client billing. See details
Invite clients to satisfaction surveys after payment When a payment is received in Xero, automatically add the customer as a respondent in Jotform to collect post-service feedback. See details
Sync customer profile changes from updated surveys When a respondent updates their feedback details in Jotform, automatically sync their revised contact information in Xero. See details

Browse the full workflow library →

Looking to achieve something else with Xero and Jotform?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Xero and Jotform

Everything Xero and Jotform can do inside a workflow — the triggers that start one and the actions that run when it fires.

Xero Explore Xero →

Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.

Triggers
New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable).

New Contact

Triggers when you add a new contact.

New Credit Note

Triggers when a new credit note is created.

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Actions
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Add Note to Invoice

Add a note which will appear in the invoice history.

Add or Update Stock Items

Creates or updates one or more stock items.

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

Create Bank Transfer

Transfers money between two bank accounts.

Jotform Explore Jotform →

Jotform is an online form builder that allows users to create custom forms for collecting data, payments, and signatures.

Knit's Integrations Agent builds Jotform's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Jotform's API.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

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4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Xero + Jotform

Is there a pre-built Xero + Jotform automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Xero and Jotform's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Xero or Jotform connector?

No. The Agent works whether or not Xero or Jotform already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can order form submissions generate customer invoices?

Yes, completing a request or order form in Jotform can automatically generate a corresponding customer invoice in Xero.

How can I survey customers after they pay an invoice?

When a payment is recorded in Xero, you can automatically add the client as a survey respondent in Jotform to request feedback.

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