Create Zoho Books invoices from email attachments using OpenAI OCR
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 23 nodes and runs when a new email arrives over IMAP. Along the way it connects OpenAI.
How it runs
Trigger: When a new email arrives over IMAP.
- Configure Workflow Constants (Edit Fields (Set)): sets 5 fields: zoho_data_center, unknown_customer_static_id, zbooks_org_id…
- Filter: keeps only the items that match a condition
- Separate Email Attachments (Split Out): splits a list into separate items
- Prepare Files for Scanning (Code): runs custom JavaScript code
- Route by Document Type (Switch): routes items into 2 branches
- Retrieve Customers from ZBooks (HTTP Request): calls an HTTP API
- Retrieve Taxes from ZBooks (HTTP Request): calls an HTTP API
- OpenAI: uses OpenAI
- OpenAI: uses OpenAI
- Separate Customer Entries (Split Out): splits a list into separate items
…plus 12 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- OpenAI
@n8n/n8n-nodes-langchain.openAi - Switch
n8n-nodes-base.switch - Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Split Out
n8n-nodes-base.splitOut - Filter
n8n-nodes-base.filter - Merge
n8n-nodes-base.merge - Email Trigger (IMAP)
n8n-nodes-base.emailReadImap - Aggregate
n8n-nodes-base.aggregate
From the author
Quick overview This workflow monitors an IMAP inbox for emails with invoice attachments, uses OpenAI to OCR and extract structured invoice data, looks up customers and tax/currency settings in Zoho Books, and then creates a new Zoho Books invoice with the…