Generate invoices and send AI-powered reminders with Jotform and Xero
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 an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Xero and OpenAI Chat Model.
How it runs
Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).
- Format data (Code): runs custom JavaScript code
- Add reminders config (Edit Fields (Set)): sets or maps fields
- Create/Update the contact (Xero): work with contact
- If: checks a condition and branches into true / false
- Create the invoice (Xero): uses Xero
- Insert invoice id to DB (Data table): uses Data table
- Get Invoices (Data table): get
- AI Agent: runs an AI agent, with model: OpenAI Chat Model
- Loop over invoices (Loop Over Items (Split in Batches)): loops over the items in batches
- Send Email: sends an email over SMTP
…plus 9 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 (12)
- 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 - Edit Fields (Set)
n8n-nodes-base.set - Data table
n8n-nodes-base.dataTable - If
n8n-nodes-base.if - Switch
n8n-nodes-base.switch - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches
From the author
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…