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Jotform New submission. Xero Create a bill.

Create a Xero bill from new Jotform submissions

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How this automation works

Create Xero bills automatically to log payables from form responses. This Applet runs when a new Jotform submission is received and creates a bill in Xero using the supplier, amount, due date, and description captured on the form. Ideal for teams that collect vendor invoices or payment requests via Jotform and want to add them to Xero without manual entry.

If
Jotform icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires on a new form submission.
IP FormTitle SubmissionDateTime TotalSubmissions FormID SubmissionID RichTextData SpreadsheetData FilteredRichTextData FilteredSpreadsheetData FileUrl
Then
Xero icon
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.
organisation supplier_name line_item_description quantity unit_amount account_code due_date status

Services used in this Applet

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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires on a new form submission.

Get cash balance

Pro plus icon
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

Pro plus icon
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

Pro plus icon
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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

Pro plus icon
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

Pro plus icon
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a sales invoice is fully paid in the organisation you select.

Look up an invoice

Pro plus icon
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires on a new form submission.

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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.

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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.

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