# Connect SureForms and Xero When **New Form Submission** fires in [SureForms](https://apiant.ai/connections/sureforms), your agent runs **Add purchase order** in [Xero](https://apiant.ai/connections/xero), or **New bill** in Xero to **Add form** in SureForms. Describe the whole flow and it is built, tested on every scenario and kept running. SureForms **1** trigger SureForms **9** actions Xero **4** triggers Xero **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SureForms and Xero to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What SureForms and Xero can do together ### From SureForms to Xero - When **New Form Submission** in SureForms then **Add purchase order** in Xero - When **New Form Submission** in SureForms then **Create or update contact** in Xero ### From Xero to SureForms - When **New bill** in Xero then **Add form** in SureForms - When **New or updated contact** in Xero then **Update entry** in SureForms Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with SureForms and Xero ## Triggers and actions 5 triggers · 35 actions - Trigger **New Form Submission** Triggers when there is a new form submission on your website. - Action **Add form** Creates a new SureForms form with the given title and fields. - Action **Delete entry** Permanently deletes one or more SureForms form entries. - Action **Delete form** Permanently deletes a SureForms form. - Action **Get entry** Returns a single SureForms form entry (submission) by its ID. - Action **Get form** Returns the details of a single SureForms form, including its fields and settings. - Action **List entries** Returns the form entries (submissions) on your SureForms site. - Action **List forms** Returns all forms on the connected SureForms site. - Action **Update entry** Marks one or more SureForms form entries as read or unread. - Action **Update form** Changes a SureForms form's title or status. - 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. ## Each app on its own - [ **SureForms** SureForms is a drag-and-drop form builder that helps you create forms, such as contact, feedback, lead...](https://apiant.ai/connections/sureforms) - [ **Xero** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connections/xero) Reviews ## What our customers say ## More from SureForms - [ **SureForms to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sureforms-to-trello) - [ **SureForms to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sureforms-to-zoom) - [ **SureForms to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sureforms-to-twilio) - [ **SureForms to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sureforms-to-typeform) - [ **SureForms to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sureforms-to-webflow) - [ **SureForms to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/sureforms-to-wix) ## More into Xero - [ **HubSpot to Xero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-xero) - [ **Salesforce to Xero** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-xero) - [ **Slack to Xero** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-xero) - [ **Google Sheets to Xero** Google Sheets](https://apiant.ai/connect/google-sheets-to-xero) - [ **Gmail to Xero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-xero) - [ **Google Calendar to Xero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-xero) Questions ## SureForms and Xero, answered ### ### What can start an automation from SureForms? Any of SureForms's 1 trigger in the catalog, including New Form Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in SureForms? Any of Xero's 26 actions, including Create bank transaction, Create bill, Create or update contact and Create payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Xero to SureForms? Yes. When something happens in Xero, your agent can act in SureForms too. This page covers both directions: Xero's triggers and SureForms's actions are listed here as well. ### ### Do I have to build a connector for SureForms or Xero? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.