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

高 复杂度🔗 Webhook23 个节点🏷️ Invoice Processing👁 1 次查看作者：AppUnits AI

概览

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

使用的节点

Send EmailXeroCodeAI AgentOpenAI Chat Model

工作流预览

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

工作原理

  1. 1

    触发器

    工作流由 webhook 触发器启动。

  2. 2

    处理

    数据流经 23 个节点, connecting agent, code, datatable。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (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

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例，依次点击 工作流 → 新建 → 从文件导入。
  3. 3选择下载的 generate-invoices-and-send-ai-powered-reminders-with-jotform-and-xero 文件并点击导入。
  4. 4为每个服务节点配置 凭证（API 密钥、OAuth 等）。
  5. 5点击 测试工作流 验证一切正常，然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴：

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

集成

agentcodedatatableemailsendiflmchatopenaischeduletriggersetsplitinbatchesswitchwebhookxero

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点23
复杂度high
触发器webhook
查看次数1
分类Invoice Processing

创建者

AppUnits AI

AppUnits AI

@appunitsai

标签

agentcodedatatableemailsendiflmchatopenaischeduletriggersetsplitinbatchesswitch
⚡

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🔗 Webhook·12 nodes