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Xero

Xero Integration

Save time by automating data entry and document generation workflows with Formstack’s flexible Xero integration.

Run your business from anywhere

Connect your Formstack Forms to Xero to collect data for purchase orders and other eCommerce workflows.
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Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Automate‍

Getting started is easy. Simply use Zapier to start building eCommerce forms and sending data to Xero.

Collect

Securely collect payments and keep record of transactions in Xero.

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Save

Save time and boost productivity by automating new customer profile creation.

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Find Out More

Check out this help article to learn more.

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Streamline your workflows

Automate your financial document workflows by connecting Formstack Documents and Xero.
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Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Streamline

Use the customer data housed in your Xero account to generate invoices, receipts, and more.

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Integrate

Integrate with other third-party apps to send documents for eSignature or save in your favorite cloud-storage app.

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Engage

Stay on top of your customer communications by setting triggers for emails and documents to automatically send.

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Find Out More

Check out his blog post to learn more.


Request a Demo

Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More