Automate Invoice Generation & Email Delivery with Jotform, Xero & GPT-4o-mini
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AppUnits AI
Description
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 (via Slack) — all triggered by a form submission (via Jotform).
How It Works
Receive Submission
Triggered when a user submits a form.
Collects data like customer details, selected product/service, etc.
Check If Customer Exists
Searches Xero to determine if the customer already exists.
✅ If Customer Exists: Update customer details.
❌ If Customer Doesn’t Exist: Create a new customer in Xero.
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.
Notify The Team
Notifies the sales team for example via Slack about the new invoice.
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 node (Send email)
LLM model credentials
Slack credentials, more info here