Workflow overview
Why this workflow matters
Relevant for managed services and support workflows.
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 customer. Create The Invoice Generates a new invoice for the customer using the item selected. Send The Invoice Automatically sends the invoice via email to the customer. Store The Invoice In DB Stores the needed invoice details in the DB. Send Reminders Every day at 8 AM, the automation checks each invoice to decide whether to: send a reminder email, skip and send it later, or delete the invoice from the DB (if it's paid or all reminders have been sent). Who Can Benefit from This Workflow? Freelancers** Service Providers** Consultants & Coaches** Small Businesses** E-commerce or Custom Product Sellers** Requirements Jotform webhook setup, more info here Xero credentials, more info here Make sure that products/services values in Jotform are exactly the same as your item Code in your Xero account Email setup, update email nodes (Send email & Send reminder email & Send reminders sent summary) Create data table with the following columns: invoiceId (string) remainingAmount (number) currency (string) remindersSent (number) lastSentAt (date time) Update Add reminders config node so update the data table id and intervals in days (default is after 2 days, then after 3 days and finally after 5 days ) LLM model credentials
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