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MichelleAsked on February 7, 2017 at 8:03 AM
Hello,
First of all, thank you. I love jotform, have been using it in my business a few years now.
I was hoping to find out if there is any info out there relating to making jot form with docusign in it and similar to a shopping cart to then - via zapier - make an invoice with xero. What I'm looking for is a running total, so xero knows how much to charge, is this possible?Michelle
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Özlem JotForm DeveloperReplied on February 7, 2017 at 9:23 AM
Hi Michell,
JotForm offers many e-signature integrations such as Docusign, Smooth Signature, etc. You can find them in JotForm Widgets. To start the integration, you need to add a new element to your from. You can find the relevant tools by clicking on widgets tab and searching for signature. If you click on Docusign, it'll be added to your form automatically. Here's our guide on Docusign forms.
There is no direct integration from JotForm to Xero but if you have/create a Zapier account, you can integrate your form with Xero through Zapier.
Please follow the steps below:
#1- Login your Zapier account.
#2- Open our application page: http://apps.jotform.com/app/zapier_integration
#3- Click Get Now.
#4- Click Explore JotForm on Zapier button.
#5- Search the Xero in the search TextBox. After that click Use this Zap.
#6- After that, continue to integrate your JotForm with Xero.
If you need any other details, please feel free to let us know.
Thank you.