SyncMatrix.
Typeform logo + Xero logo

Automate Typeform & Xero

Stop paying for mismatched spreadsheets. Sync data between Typeform and Xero in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Typeform"]
        T1(["Agent Conversation Finished"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Xero"]
        A1(["Add Items to Existing Sales Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Typeform and Xero operate in isolation, the finance team often faces discrepancies in invoicing due to manual data entry errors. For instance, if a customer fills out a Typeform survey with their billing information, a team member must manually input this data into Xero. This process can lead to incorrect invoice amounts or missing customer details, resulting in delayed payments and frustrated clients. The accounting team wastes hours each week reconciling these errors, which could be avoided with a direct integration.

Top Ways to Automate Typeform & Xero

  • Automated Invoice Generation: Streamline your billing process by automatically generating invoices in Xero from Typeform submissions, ensuring timely and accurate billing without manual intervention.
  • Real-Time Data Sync: Keep your financial records up-to-date by syncing customer responses from Typeform directly into Xero, eliminating discrepancies and providing your team with the latest information at their fingertips.
  • Enhanced Reporting: Leverage the power of combined data by automatically compiling Typeform responses into Xero for comprehensive financial reporting, enabling better insights and informed decision-making.

How to Build the Typeform → Xero Sync

  1. Set up a webhook in Typeform to listen for form submissions. Use the endpoint: https://api.typeform.com/hooks.
  2. Configure the webhook to trigger on the specific form submission event you want to capture. Ensure you extract the following payload data: form_response.answers which includes customer name, email, and amount.
  3. In your server application, listen for incoming POST requests from Typeform. Parse the JSON payload to retrieve the necessary fields.
  4. Use the Xero API to create a new invoice. Make a POST request to the endpoint: https://api.xero.com/api.xro/2.0/Invoices.
  5. Map the Typeform data to the Xero invoice fields. For example, set Contact.Name to form_response.answers[0].text, Contact.EmailAddress to form_response.answers[1].text, and LineItems[0].Amount to form_response.answers[2].number.
  6. Handle the response from Xero to confirm the invoice was created successfully and log any errors for troubleshooting.

Developer Warnings & API Gotchas

  • Ensure that the data types from Typeform match the expected types in Xero; for example, Typeform may return numeric values as strings, which could cause errors when posting to Xero.
  • Be cautious with the mapping of the customer email; if the email is not unique in Xero, it may lead to the creation of duplicate contacts.
  • Check the required fields for Xero invoices; missing mandatory fields such as LineItems or Contact will result in failed API requests.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Typeform... Agent Conversation Finished
    Do this in Xero Add Items to Existing Sales Invoice
  • When this happens in Typeform... Automation Contact Action
    Do this in Xero Add Note to Invoice
  • When this happens in Typeform... Fetch Custom Actions
    Do this in Xero Add or Update Stock Items
  • When this happens in Typeform... List Forms
    Do this in Xero Allocate Credit Note to Invoice
  • When this happens in Typeform... List Workspaces
    Do this in Xero Create Account

SyncMatrix Experts

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I can see you're looking at mapping Typeform to Xero. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?