Connect Neeto Form and Xero to Build Intelligent Automations

Choose a Trigger

Neeto Form

When this happens...

Choose an Action

Xero

Automatically do this!

Ready to use Neeto Form and Xero automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Triggers when new submission is for the form.

New Form Submission

New Form Submission

Runs when a new submission is created for the form.

New Contact

New Contact

Triggers when you add a new contact

New Quote

New Quote

Triggers when a new quote is created

New Credit Note

New Credit Note

Triggers When A New Credit Note Is Created

New Purchase Order

New Purchase Order

Triggers when a new purchase order is created

Do thisActions

Action is the task that follows automatically within your Neeto Form integrations.

Create a Contact

Create a Contact

Creates a new contact.

Create Project

Create Project

Creates a New Project For a Contact

Create Purchase Order

Create Purchase Order

Creates A New Purchase Order For A Contact

Create New Quote

Create New Quote

Creates a New Quote

Find  a Purchase Order

Find a Purchase Order

Find a Purchase Order By Order Number Or Order ID

Find Invoice

Find Invoice

Finds An Invoice By Number Or Reference

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Frequently Asked Questions

How do I start an integration between Neeto Form and Xero?

To start, connect both your Neeto Form and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Neeto Form triggers actions in Xero (or vice versa).

Can we customize how data from Neeto Form is recorded in Xero?

Absolutely. You can customize how Neeto Form data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Neeto Form and Xero?

The data sync between Neeto Form and Xero typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Neeto Form to Xero?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Neeto Form and Xero?

Yes, you can set conditional logic to control the flow of data between Neeto Form and Xero. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Neeto Form

About Neeto Form

neetoForm makes it easy to build forms without knowing any fancy coding stuff. You can use neetoForm to create surveys, registrations, feedback forms, etc.

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Xero

About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.

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