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
Overview
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.
Reviews & ratings
4 Reviews
5 star(100%)
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1 star(0%)
MM
Mike McIntyre
Posted
I found the Xero/ Formatize integration seamless and painless. Really enjoying both products and both have been instrumental in my small business growth.
JFJake Fell
Posted
I have not managed to set up an integration successfully and I cannot see what I am doing wrong. I am trying to integrate a form with xero invoices. But so far not working! Any advice?
BK
Bryn Kent
Posted
Great integration. Can be a little slow to update new if new inventory items have been added to xero to come through to formitize. But super handy to great easy to use forms for staff members
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