Formitize
Pull Customer, Product and even Order details from Xero into your customized Mobile Forms, send PDF to client and push finished form data back to Xero
Formitize leads the world in smart forms and integrated business solutions. With clients ranging from government agencies and many of the world’s largest corporations to thousands of very small businesses across more than two hundred industries globally automating millions of forms, workflows and processes to improve the way businesses work.
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Formitize + Xero
Awesome two way Xero integration linking CRM Clients, Suppliers & Contacts, Invoices, Purchases, Expenses, Quotes, Job Management, Forms, Line Items, Tax Rates and more.
Getting started
Simply go to CRM Settings, select Xero from the dropdown and the integration will automatically commence.
Made by Formitize.com
Added in 2016