Generate Invoices and Send AI-Powered Reminders with Jotform and Xero — n8n ワークフロー

高 複雑度🔗 Webhook23個のノード🏷️ Invoice Processing👁 1回閲覧作成者：AppUnits AI

概要

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

使用ノード

Send EmailXeroCodeAI AgentOpenAI Chat Model

ワークフロープレビュー

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

仕組み

  1. 1

    トリガー

    このワークフローは webhook トリガーで開始します。

  2. 2

    処理

    データは 23 個のノードを流れます, connecting agent, code, datatable。

  3. 3

    出力

    ワークフローは自動化を完了し、設定された宛先に結果を配信します。

ノード詳細 (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

このワークフローのインポート方法

  1. 1右側の JSONをダウンロード ボタンをクリックしてワークフローファイルを保存します。
  2. 2n8nインスタンスを開き、ワークフロー → 新規 → ファイルからインポート に進みます。
  3. 3ダウンロードした generate-invoices-and-send-ai-powered-reminders-with-jotform-and-xero ファイルを選択し、インポートをクリックします。
  4. 4各サービスノードの 認証情報（APIキー、OAuthなど）を設定します。
  5. 5ワークフローをテスト をクリックして動作確認し、有効化します。

またはn8nの JSONからインポート に直接貼り付け：

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

インテグレーション

agentcodedatatableemailsendiflmchatopenaischeduletriggersetsplitinbatchesswitchwebhookxero

このワークフローを取得

ワンクリックでダウンロード＆インポート

JSONをダウンロードn8n.ioで見る
ノード23
複雑度high
トリガーwebhook
閲覧数1
カテゴリInvoice Processing

作成者

AppUnits AI

AppUnits AI

@appunitsai

タグ

agentcodedatatableemailsendiflmchatopenaischeduletriggersetsplitinbatchesswitch
⚡

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🔗 Webhook·12 nodes