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How to connect 123FormBuilder and Xero
Create a New Scenario to Connect 123FormBuilder and Xero
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 123FormBuilder, triggered by another scenario, or executed manually (for testing purposes). In most cases, 123FormBuilder or Xero will be your first step. To do this, click "Choose an app," find 123FormBuilder or Xero, and select the appropriate trigger to start the scenario.
Add the 123FormBuilder Node
Select the 123FormBuilder node from the app selection panel on the right.
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Configure the 123FormBuilder
Click on the 123FormBuilder node to configure it. You can modify the 123FormBuilder URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Xero Node
Next, click the plus (+) icon on the 123FormBuilder node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the 123FormBuilder and Xero Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 123FormBuilder and Xero Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring 123FormBuilder, Xero, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the 123FormBuilder and Xero integration works as expected. Depending on your setup, data should flow between 123FormBuilder and Xero (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 123FormBuilder and Xero
123FormBuilder + Xero + Slack: When a new submission is received in 123FormBuilder, automatically create a contact and draft sales invoice in Xero and send a notification in Slack to a dedicated channel.
Xero + 123FormBuilder + Google Sheets: When a new payment is recorded against an invoice in Xero, update a Google Sheet with the payment details and send a customer satisfaction survey via 123FormBuilder.
123FormBuilder and Xero integration alternatives
About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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About Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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FAQ 123FormBuilder and Xero
How can I connect my 123FormBuilder account to Xero using Latenode?
To connect your 123FormBuilder account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 123FormBuilder and click on "Connect".
- Authenticate your 123FormBuilder and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from 123FormBuilder submissions?
Yes, you can! Latenode's visual editor makes this easy. Automatically generate invoices in Xero whenever a new form is submitted, saving time and reducing manual data entry.
What types of tasks can I perform by integrating 123FormBuilder with Xero?
Integrating 123FormBuilder with Xero allows you to perform various tasks, including:
- Create new Xero contacts from 123FormBuilder form submissions.
- Update existing Xero contacts with new 123FormBuilder data.
- Generate Xero invoices automatically upon 123FormBuilder submission.
- Send customized email notifications for each new created invoice.
- Track payment statuses in Xero based on form data using JavaScript.
How do I handle errors when integrating 123FormBuilder with Xero?
Latenode provides robust error handling. Use "Try/Catch" blocks to manage errors, ensuring smooth data flow even when issues arise.
Are there any limitations to the 123FormBuilder and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings in Xero might require advanced JavaScript.
- Large volumes of data processing may require optimization.
- Real-time synchronization depends on the API limits of both apps.
