Connect Paperform and Xero
Integrate Paperform with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Form by ID in Paperform when New Contact in Xero
Form Details by ID from Paperform when New Contact in Xero
Find Partial-Submissions in Paperform when New Contact in Xero
Delete Partial submission by ID in Paperform when New Contact in Xero
Updates Sold Amount for Product in Paperform when New Contact in Xero
Popular Paperform + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Paperform
When this happens...
Document Completed
Document Sent
Document Cancelled
Document Rejected
Document Expired
Signer Notified
Signer Viewed
Signer Consent Accepted
Signer Nominated
Signer Signed
Choose an action
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Update Form by ID in Paperform when New Contact in Xero
Use this flowForm Details by ID from Paperform when New Contact in Xero
Use this flowFind Partial-Submissions in Paperform when New Contact in Xero
Use this flowDelete Partial submission by ID in Paperform when New Contact in Xero
Use this flowUpdates Sold Amount for Product in Paperform when New Contact in Xero
Use this flowFind Product By SKU in Paperform when New Contact in Xero
Use this flowUpdates product by SKU in Paperform when New Contact in Xero
Use this flowUpdate Product Quantity in Paperform when New Contact in Xero
Use this flowDelete Product in Paperform when New Contact in Xero
Use this flowCreates Coupon in Paperform when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Paperform and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a new Document Completed for a form.
Document Sent
Triggered when a document is sent out for signing.
Document Cancelled
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Document Rejected
Triggered when a document is rejected by the signer.
Document Expired
Triggered when a document's signing period expires, and no action has been taken.
Signer Notified
Triggered when a signer is notified.
Do thisActions
Action is the task that follows automatically within your Paperform integrations.
Update Form by ID
Update Form By ID
Form Details by ID
Get Form Details by ID
Find Partial-Submissions
Get Partial-Submissions details by Slug id
Delete Partial submission by ID
Deletes a specific partial submission by ID.
Updates Sold Amount for Product
Updates the sold amount for a product
Find Product By SKU
Get the product available for a specific form by SKU
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Paperform
Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Paperform and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Paperform and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Paperform triggers actions in Xero, and a separate workflow where Xero triggers actions in Paperform. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Paperform and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Paperform and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
