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balloonsonbroadwayAsked on October 6, 2015 at 4:35 PM
Hello!
I love what Jotform has to offer, however it is necessary for me to know that I can use my contacts in Xero in order to fill out forms. So, on-the-go on my iPad I would ideally like to be able to pull up Jotform and fill it out on the fly when a client calls me with an order, but have their name show-up with their information directly from Xero. Is this possible? I hope so.
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jonathanReplied on October 6, 2015 at 6:22 PM
There is a way to integrate JotForm to Xero via the Zapier, but it seems that it only works for creating invoices. You can check more details here
https://zapier.com/zapbook/zaps/2125/create-xero-invoices-from-new-jotform-entries/
As of this time, there is no integration that will import your Xero contacts to a form in JotForm.
Hope this help. Let us know if you need further assistance.
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gatsbytravelReplied on January 15, 2016 at 11:56 AM
I played with this signed up to the premium service with Zapier (as you need that to work with Xero with them) and found it a nightmare, even as an IT chap. Unstable, bad data, messy. You see you want good clean contacts create also.
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David JotForm SupportReplied on January 15, 2016 at 2:24 PM
Unfortunately, we do not have any control over how that specific integration works since it is done via Zapier. I do not believe you will be able to import your contacts to JotForm by any method. All the third party integrations I looked at would only create invoices in Xero.