Jotform + Xero

Generate Xero Quotes from New Jotform Leads

Integrate your lead generation with your quoting process by connecting Jotform to Xero. When a new lead form is filled out in Jotform, a corresponding quote is automatically created in Xero. This is especially useful for sales teams that want to quickly respond to new leads with accurate quotes.

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New Jotform Lead

Triggers when a lead form is submitted.

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Create Xero Quote

Generates a corresponding quote in Xero.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Xero quotes from new Jotform leads"

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Generate Xero quotes from new Jotform leads

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

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Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Jotform + Xero.

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Assign Jotform Form

Assigns a Jotform form to a specified user

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Create Jotform Submission

Creates a new submission for a specified Jotform form

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Assign Prefilled Jotform Form

Assigns a prefilled Jotform form to a specified user

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New Jotform Submission

Triggers when a new form submission is received in Jotform

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New Jotform Signed Document

Triggers when a new document is signed in Jotform

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Create Xero Inventory Item

Creates a new inventory item in Xero

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Create Xero Contact

Creates a new contact in Xero

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Search Xero Inventory

Searches for inventory items in Xero

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Low Quantity Xero Item

Triggers when inventory items fall below a specified threshold

App details

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Jotform

Jotform is an online form builder for creating custom forms without writing code. Create online forms and surveys, collect submissions, and sync data with other tools.

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Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

Related apps

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