Connect Fluent Forms and Xero

Both apps 40Fluent Forms 10Xero 30

• Trigger
  New Submission

  Triggers when a new form submission (entry) is received in Fluent Forms, optionally limited to one form.

• Action
  Add Submission Note

  Adds an internal note to a Fluent Forms submission (entry).

• Action
  Delete Submission

  Permanently deletes a form submission (entry) from Fluent Forms.

• Action
  Get Form

  Returns a single Fluent Forms form, including its title, status and field structure.

• Action
  Get Submission

  Returns a single form submission (entry), including the submitted field values and its status.

• Action
  List Forms

  Returns the forms on your Fluent Forms site.

• Action
  List Submission Notes

  Returns the notes added to a Fluent Forms submission.

• Action
  List Submissions

  Returns form submissions, optionally filtered by form, status or search text.

• Action
  Submit Form

  Submits a new entry to a Fluent Forms form, as if a visitor filled it in.

• Action
  Update Submission Status

  Changes the status of a form submission, such as marking it read, unread or trashed.

• Trigger
  New bill

  Triggered when a new bill (ACCPAY) is added.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Trigger
  New sales invoice

  Triggered when a new sales invoice (ACCREC) is added.

• Action
  Add account

  Create a chart of accounts entry.

• Action
  Add credit note

  Create a credit note.

• Action
  Add item

  Create an inventory/sales item.

• Action
  Add purchase order

  Create a purchase order.

• Action
  Add quote

  Create a quote.

• Action
  Create bank transaction

  Create a spend or receive money bank transaction.

• Action
  Create bill

  Create a new bill (Accounts Payable, Type=ACCPAY).

• Action
  Create or update contact

  Create a new contact or update an existing one.

• Action
  Create payment

  Create a payment against an approved invoice.

• Action
  Create sales invoice

  Create a new sales invoice (Accounts Receivable, Type=ACCREC).

• Action
  Find contact by email

  Find a contact by email address.

• Action
  Get contact

  Retrieve a single contact by ContactID.

• Action
  Get invoice

  Retrieve a single invoice by InvoiceID.

• Action
  Get quote

  Returns one quote by its id, with its contact, status, line items and totals.

• Action
  List accounts

  Retrieve the chart of accounts.

• Action
  List bank transactions

  List bank transactions.

• Action
  List contacts

  Retrieve contacts from Xero.

• Action
  List credit notes

  List credit notes.

• Action
  List invoices

  Retrieve sales invoices and bills.

• Action
  List items

  List items.

• Action
  List organisations

  Retrieve organisation details for the connected Xero tenant.

• Action
  List payments

  Retrieve payments.

• Action
  List purchase orders

  List purchase orders.

• Action
  List tax rates

  List tax rates.

• Action
  Update contact

  Update a contact by id.

• Action
  Update invoice

  Update a draft/submitted invoice.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.