Automate invoice generation & email delivery with Jotform, Xero & GPT-4o-mini
Ready for 3.0What 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.
- Format data (Code): runs custom JavaScript code
- Check if the customer exists (Xero): get many (contact)
- If: checks a condition and branches into true / false
- Update contact (Xero): update (contact)
- Create new contact (Xero): work with contact
- Create the invoice (Xero): uses Xero
- AI Agent: runs an AI agent, with model: OpenAI Chat Model
- Notify the team (Slack): uses Slack
- Send Email: sends an email over SMTP
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 (8)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - Xero
n8n-nodes-base.xero - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Send Email
n8n-nodes-base.emailSend - If
n8n-nodes-base.if - Slack
n8n-nodes-base.slack
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…