Jotform-Drive-Xero Automation
Budget: $30 – $250 SGD
I want a single, reliable workflow that starts the moment a client completes our Jotform and ends with my team seeing confirmation in Slack. Here’s the journey I need built:
• Jotform submission lands and the raw data is pushed straight into Google Drive for archiving.
• That same data is parsed so an invoice is created inside Xero that clearly shows the order details and payment information pulled from the form.
• Slack then fires off two messages: one confirming the submission has been received and another confirming the invoice has been generated.
No manual touch points—everything must run end-to-end automatically.
I’m platform-agnostic on how you stitch it together; Zapier, Make, Google Apps Script, or a custom Python integration are all fine as long as the hand-off between each service is smooth, errors are handled gracefully, and future field changes in the form can be mapped without rewriting the whole flow.
Deliverable: a fully working integration with clear documentation so I can maintain or extend it later.
• Jotform submission lands and the raw data is pushed straight into Google Drive for archiving.
• That same data is parsed so an invoice is created inside Xero that clearly shows the order details and payment information pulled from the form.
• Slack then fires off two messages: one confirming the submission has been received and another confirming the invoice has been generated.
No manual touch points—everything must run end-to-end automatically.
I’m platform-agnostic on how you stitch it together; Zapier, Make, Google Apps Script, or a custom Python integration are all fine as long as the hand-off between each service is smooth, errors are handled gracefully, and future field changes in the form can be mapped without rewriting the whole flow.
Deliverable: a fully working integration with clear documentation so I can maintain or extend it later.
Related categories:
PHP
Python
Software Architecture
Salesforce.com
Xero
Documentation
Slack
Automation
Zapier
API Integration