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How to connect Google Forms and Xero
Create a New Scenario to Connect Google Forms 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 Google Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Forms or Xero will be your first step. To do this, click "Choose an app," find Google Forms or Xero, and select the appropriate trigger to start the scenario.
Add the Google Forms Node
Select the Google Forms node from the app selection panel on the right.
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Configure the Google Forms
Click on the Google Forms node to configure it. You can modify the Google Forms 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 Google Forms 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 Google Forms 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 Google Forms 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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Save and Activate the Scenario
After configuring Google Forms, 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 Google Forms and Xero integration works as expected. Depending on your setup, data should flow between Google Forms 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 Google Forms and Xero
Google Forms + Xero + Slack: When a new form is submitted, a sales invoice is created in Xero with the provided information. A message is then sent to a designated Slack channel to notify the team of the new invoice.
Xero + Google Forms + Google Sheets: When a new or updated sales invoice is registered in Xero, a Google Form is triggered to collect client feedback. The collected responses are then added as new rows in a specified Google Sheet for analysis.
Google Forms and Xero integration alternatives
About Google Forms
Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.
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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 Google Forms and Xero
How can I connect my Google Forms account to Xero using Latenode?
To connect your Google Forms account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google Forms and click on "Connect".
- Authenticate your Google Forms and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from form submissions?
Yes! Latenode lets you trigger Xero invoice creation directly from Google Forms submissions, automating your billing. Enjoy custom logic, AI enrichment, and seamless scaling.
What types of tasks can I perform by integrating Google Forms with Xero?
Integrating Google Forms with Xero allows you to perform various tasks, including:
- Create new Xero contacts from Google Forms submissions.
- Update existing customer details in Xero using form data.
- Generate sales invoices in Xero based on submitted orders.
- Track marketing campaign ROI by linking leads to invoices.
- Send payment reminders via email using form submission triggers.
Can I use conditional logic to update Xero records?
Yes, Latenode allows for complex conditional logic. Use form responses to conditionally update specific fields within Xero.
Are there any limitations to the Google Forms and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form structures might require custom JavaScript for data mapping.
- Rate limits imposed by Google Forms and Xero may affect high-volume workflows.
- Changes to form fields may necessitate workflow adjustments.
