Automatically Create Xero Contact from Jotform Submission using Pabbly Connect

Learn how to automatically create Xero contacts from Jotform submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect Dashboard

To start using Pabbly Connect for automating the creation of Xero contacts from Jotform submissions, first, access the Pabbly Connect dashboard. You can sign up for a free account which provides 100 free automation tasks each month.

Once you log in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, give your workflow a name, and click on ‘Create’ to proceed.

2. Setting Up the Trigger with Jotform

Now, we will set up the trigger in Pabbly Connect using Jotform. This trigger will activate when a new form submission is received. In the workflow, search for Jotform and select it as your trigger application.

• Select the trigger event as ‘New Response’.
• Copy the provided webhook URL.

Next, go to your Jotform dashboard, select your form, and navigate to the settings. Under ‘Integrations’, find and select ‘Webhooks’. Paste the copied webhook URL here and complete the integration. This connects your Jotform to Pabbly Connect.

3. Capturing the Response from Jotform

After integrating Jotform with Pabbly Connect, you need to capture the response from a test submission. Fill out the form as a test customer, providing details such as name, email, and phone number.

Once the form is submitted, return to your Pabbly Connect workflow. You will see that the webhook is now waiting for a response. Click on ‘Test Webhook’ to capture the data submitted from Jotform. This data will be used to create a contact in Xero.

4. Creating a Contact in Xero

Now that we have the test data, it’s time to connect Xero in Pabbly Connect. Search for Xero in the action step and select it. Choose the action event as ‘Create a Contact’ and click on ‘Connect’.

• Add a new connection using the client ID and client secret from your Xero developer application.
• Map the fields from the Jotform submission to the corresponding fields in Xero.

After mapping, click on ‘Save and Send Test Request’ to create the contact in Xero. You should see the new contact appear in your Xero dashboard with the details from the Jotform submission.

5. Completing the Automation

Your automation setup is now complete. With Pabbly Connect, every time a customer submits the Jotform, a new contact will be created in Xero automatically, saving you time and effort.

Once set up, you won’t need to do anything manually. The automation will run seamlessly in the background. You can also clone the workflow provided in the video for immediate use in your own Pabbly Connect account.

Conclusion

In this tutorial, we demonstrated how to automatically create Xero contacts from Jotform submissions using Pabbly Connect. This integration streamlines your workflow and enhances productivity by automating contact creation.