Generate Invoices and Send AI-Powered Reminders with Jotform and Xero — Workflow n8n

Élevé complexité🔗 Webhook23 nœuds🏷️ Invoice Processing👁 1 vuespar AppUnits AI

Aperçu

Generate Invoices and Send Reminders for Customers with Jotform and Xero This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, emailing it — all triggered by a form submission (via Jotform), and sending invoice reminders.

How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc.

Create/Update The Customer Creates/Updates the

Nœuds utilisés

Send EmailXeroCodeAI AgentOpenAI Chat Model

Aperçu du workflow

Receive Submission
Receives the product/service form submission from Jotfo
Create/Update Contact
Creates or updates the contact
Create The Invoice
Creates a new invoice for that contact
Generate Invoices and Send Reminders for Cust
This workflow automates the entire process of receiving
Format Data
Formats the data thus making it easier to be used in ot
Send The Invoice
Sends the newly created invoice for that customer(via e
Schedule Trigger
Schedules reminders trigger daily at 8 AM
Add Reminders Config
Adds reminders config details like `intervals in days`
Check Trigger
Checks if the previous node has been executed by the ab
Insert Invoice To DB
Inserts newly created invoice needed details to DB so c
Get All Invoices
Gets all the invoices from DB
Loop Over Invoices
Loops over invoices one by one
Get Sent Reminders
Gets today's sent reminders from DB
Get Invoice Details
Gets the invoice details from Xero so we know whether o
Send Reminders Logic
The logic that decides whether or not to send a reminde
Summarize Sent Reminders & Send An Email
Summarizes today's sent reminders using AI and send a s
modelmodel
⚡
R
Receive form submission
Format data
Create/Update the contact
Create the invoice
AI Agent
OpenAI Chat Model
Send email
A
Add reminders config
Send reminder email
I
Insert invoice id to DB
G
Get Invoices
I
If2
Send reminders sent summ…
S
Switch
⚡
S
Schedule reminders trigger
L
Loop over invoices
G
Get today's sent reminders
I
Increase sent reminders
D
Delete invoice
I
If3
AI Agent1
OpenAI Chat Model1
Get the invoice
23 nodes26 edges

Comment ça fonctionne

  1. 1

    Déclencheur

    Le workflow démarre avec un déclencheur webhook.

  2. 2

    Traitement

    Les données transitent par 23 nœuds, connecting agent, code, datatable.

  3. 3

    Sortie

    Le workflow termine son automatisation et livre le résultat à la destination configurée.

Détails des nœuds (23)

SE

Send Email

emailSend

#1
XE

Xero

xero

#2
CO

Code

code

#3
AI

AI Agent

n8n-nodes-langchain.agent

#4
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#5

Comment importer ce workflow

  1. 1Cliquez sur le bouton Télécharger JSON à droite pour enregistrer le fichier du workflow.
  2. 2Ouvrez votre instance n8n. Accédez à Workflows → Nouveau → Importer depuis un fichier.
  3. 3Sélectionnez le fichier generate-invoices-and-send-ai-powered-reminders-with-jotform-and-xero téléchargé et cliquez sur Importer.
  4. 4Configurez les identifiants pour chaque nœud de service (clés API, OAuth, etc.).
  5. 5Cliquez sur Tester le workflow pour vérifier que tout fonctionne, puis activez-le.

Ou collez directement dans n8n → Importer depuis JSON :

{ "name": "Generate Invoices and Send AI-Powered Reminders with Jotform and Xero", "nodes": [...], ...}

Intégrations

agentcodedatatableemailsendiflmchatopenaischeduletriggersetsplitinbatchesswitchwebhookxero

Obtenir ce workflow

Téléchargez et importez en un clic

Télécharger JSONVoir sur n8n.io
Nœuds23
Complexitéhigh
Déclencheurwebhook
Vues1
CatégorieInvoice Processing

Créé par

AppUnits AI

AppUnits AI

@appunitsai

Tags

agentcodedatatableemailsendiflmchatopenaischeduletriggersetsplitinbatchesswitch
⚡

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🔗 Webhook·12 nodes