Full list

Supported Triggers & Actions

Everything you can automate between Typeform and Xero.

When this happensTriggers

A trigger is an event that starts a workflow.

When a form is submitted

When a form is submitted

Runs the workflow automatically whenever the selected form is submitted.

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

New Bill

New Bill

Triggers When You Add A New Bill

Do thisActions

Action is the task that follows automatically within your Typeform integrations.

Create an Empty Form

Create an Empty Form

Creates a new empty form.

Duplicate an Existing Form

Duplicate an Existing Form

Duplicates an existing form

Lookup Responses

Lookup Responses

Look up responses for a given criteria

Create or Update Contact

Create or Update 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

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate Typeform and Xero workflows.

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Integrations Typeform
Typeform + Xero
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About Typeform

Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.

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Frequently Asked Questions

How do I connect Typeform and Xero?

Sign up for a free viaSocket account, then authorize both your Typeform 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Typeform and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Typeform to Xero?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Typeform triggers actions in Xero, and a separate workflow where Xero triggers actions in Typeform. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Typeform and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Typeform 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.