Templates / Automate invoice generation & email delivery with Jotform, Xero & GPT-4o-mini

Automate invoice generation & email delivery with Jotform, Xero & GPT-4o-mini

Ready for 3.0

by AppUnits AI ✓ · 183 views · created 2025-10-16 · Invoice Processing

Ready 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 11 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Xero, OpenAI Chat Model and Slack.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Format data (Code): runs custom JavaScript code
  2. Check if the customer exists (Xero): get many (contact)
  3. If: checks a condition and branches into true / false
  4. Update contact (Xero): update (contact)
  5. Create new contact (Xero): work with contact
  6. Create the invoice (Xero): uses Xero
  7. AI Agent: runs an AI agent, with model: OpenAI Chat Model
  8. Notify the team (Slack): uses Slack
  9. Send Email: sends an email over SMTP

Services it uses

XeroOpenAI Chat ModelSlack

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 (8)

From the author

Generate Invoices for Customers with Jotform, Xero and Slack This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, emailing it, and notifying the sales team for example…

Excerpt from AppUnits AI's description on n8n.io.

View the original on n8n.io → Check your own copy

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