Import JSON data into Google Sheets and CSV file
This workflow gets data from an API and exports it into Google Sheets and a CSV file.
By LorenaCallForge - 02 - prep Gong calls with sheets & notion for AI summarization
--- CallForge - AI Gong Sales Call Processor Streamline your sales call analysis with CallForge, an automated workflow that extracts, enriches, and refines Gong.io call data for AI-driven insights. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate sales call insights. ✅ Revenue operations (RevOps) professionals optimizing call data processing. ✅ Businesses using Gong.io to analyze and enhance sales call transcripts. What Problem Does This Workflow Solve? Manually analyzing sales calls is time-consuming and prone to inconsistencies. While Gong provides raw call data, interpreting these conversations and improving AI-generated summaries can be challenging. With CallForge, you can: ✔️ Automate transcript extraction from Gong.io. ✔️ Enhance AI insights by adding product and competitor data. ✔️ Reduce errors from AI-generated summaries by correcting mispronunciations. ✔️ Eliminate duplicate calls to prevent redundant processing. What This Workflow Does Extracts Gong Call Data Retrieves call recordings, metadata, meeting links, and duration from Gong. Removes Duplicate Entries Queries Notion to ensure that already processed calls are not duplicated. Enriches Call Data Fetches integration details from Google Sheets. Retrieves competitor insights from Notion. Merges data to provide AI with a more comprehensive context. Prepares AI-Friendly Transcripts Cleans up transcripts for structured AI processing. Reduces prompt complexity for more accurate OpenAI outputs. Sends Processed Data to an AI Call Processor Delivers the cleaned and enriched transcript to an AI-powered workflow for generating structured call summaries. How to Set Up This Workflow Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Google Sheets Credentials – Provide API access for retrieving integration data. 🔹 Notion API Setup – Connect Notion to fetch competitor insights and store processed data. 🔹 AI Processing Workflow – Ensure an OpenAI-powered workflow is in place for structured summaries. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion Customize to Fit Your Needs 💡 Modify Data Sources – Update connections if using a different CRM, database, or analytics tool. 💡 Adjust AI Processing Logic – Optimize transcript formatting based on your preferred AI model. 💡 Expand Data Enrichment – Integrate CRM data, industry benchmarks, or other insights. Why Use CallForge? By automating Gong call processing, CallForge empowers sales teams to: 📈 Gain valuable AI-driven insights from calls. ⚡ Speed up decision-making with cleaner, structured data. 🛠 Improve sales strategies based on enriched, accurate transcripts. 🚀 Start automating your Gong call analysis today!
By Angel MenendezAutomatic email unsubscribe handler: Outlook to BigQuery integration
🚫 Email Unsubscribe Handler for Outlook Description This n8n workflow automatically scans recent email replies from your Outlook inbox and identifies unsubscribe requests. If a contact replies with any variation of "unsubscribe" within the past 7 days, the system performs two key actions: Saves the contact’s email address in a BigQuery unsubscribes table (for compliance and tracking). Deletes that contact from the active leads table in BigQuery (to stop future outreach). This flow can be triggered on a schedule (e.g. every 4 hours) or run manually as needed. Key Features 📥 Email Parsing from Outlook: Automatically monitors for replies that contain unsubscribe language. 🧠 Smart Filtering: Captures unsubscribes based on message content, not just subject lines. 🔄 BigQuery Integration: Logs unsubscribed emails and removes them from your leads dataset. 🤝 Connect with Me Description I’m Robert Breen, founder of Ynteractive — a consulting firm that helps businesses automate operations using n8n, AI agents, and custom workflows. I’ve helped clients build everything from intelligent chatbots to complex sales automations, and I’m always excited to collaborate or support new projects. If you found this workflow helpful or want to talk through an idea, I’d love to hear from you. Links 🌐 Website: https://www.ynteractive.com 📺 YouTube: @ynteractivetraining 💼 LinkedIn: https://www.linkedin.com/in/robert-breen 📬 Email: rbreen@ynteractive.com
By Robert BreenGenerate AI photos with Gemini & auto-post to FB, Instagram & X with approval
Social Media Foto Creation Bot with Approval Loop Create & Share AI Photos with Telegram, Gemini & Post to Facebook, Instagram & X Description This n8n workflow turns your Telegram messenger into a complete AI Photo Content Pipeline. You send your photo idea as a text or voice message to a Telegram bot, collaborate with an AI to refine the prompt and social media caption, let Gemini generate the image, and then automatically publish it after your approval to Facebook, Instagram, and X (Twitter) – including status tracking and Telegram confirmations. --- What You Need to Get Started This workflow connects several external services. You will need the following credentials: Telegram Bot API Key Create a bot via BotFather and copy the bot token. This is used by the Listen for incoming events and other Telegram nodes. OpenAI API Key Required for Speech to Text (OpenAI Whisper) to transcribe voice notes. Used by the AI Agent model (OpenAI Chat Model) for prompt creation. Google Gemini API Key Used by the Generate an image node (model: models/gemini-2.5-flash-image) to create the AI image. Google Drive & Sheets Access The generated image is temporarily stored in a Google Drive folder (Upload image1) and later retrieved by Blotato. Prompts and post texts are logged to Google Sheets (Save Prompt & Post-Text) for tracking. Blotato API Key The layer for social media publishing. Uploads the image as a media asset (Upload media1) and creates posts for Facebook, Instagram, and X. --- How the Workflow Operates – Step by Step Input & Initial Processing (Telegram + Voice Handling) This phase receives your messages and prepares the input for the AI. | Node Name | Role in Workflow | | :--- | :--- | | Listen for incoming events | Telegram Trigger node that starts the workflow on any incoming message. | | Voice or Text | Set node that structures the incoming message into a unified text field. | | A Voice? | IF node that checks if the message is a voice note. | | Get Voice File | If voice is detected, this downloads the audio file from Telegram. | | Speech to Text | Uses OpenAI Whisper to convert the voice note into a text transcript. | The output of this stage is always a clean text string containing your image idea. AI Core & Refinement Loop (Prompt + Caption via AI) Here, the AI drafts the image prompt (for Gemini) and the social media caption (for all platforms) and enters an approval loop with you. | Node Name | Role in Workflow | | :--- | :--- | | AI Agent | Central logic agent. Creates a videoPrompt (used for image generation) and socialMediaText based on your idea, and asks for feedback. | | OpenAI Chat Model | The LLM backing the agent (e.g., GPT-4.1-mini). | | Window Buffer Memory | Stores recent turns, allowing the agent to maintain context during revisions. | | Send questions or proposal to user | Sends the AI's suggestion for review back to you. | | Approved from user? | IF node that checks if the output is the approved JSON (meaning you replied with "ok" or "approved"). | | Parse AI Output | Code node that extracts the videoPrompt and socialMediaText fields from the agent’s final JSON output. | Content Generation & Final Approval Once the prompt and caption are set, the image is created and sent to you for final approval before publishing. | Node Name | Role in Workflow | | :--- | :--- | | Inform user about processing | Telegram node to confirm: "Okay. Your image is being prepared now..." | | Save Prompt & Post-Text | Google Sheets node that logs the videoPrompt and socialMediaText. | | Generate an image | Gemini node that creates the image based on the videoPrompt. | | Send a photo message | Sends the generated image to Telegram for review. | | Send message and wait for response | Telegram node that waits for your response to the image (e.g., "Good?" / "Approve"). | | Upload image1 | Temporarily saves the generated image to Google Drive. | | Download image from Drive | Downloads the image back from Drive. | | If1 | IF node that checks if the image was approved in the previous step (approved == true). | Upload & Publishing (Blotato) After final approval, the image is uploaded to Blotato, and post submissions for the social media platforms are created. | Node Name | Role in Workflow | | :--- | :--- | | Upload media1 | Blotato Media node. Uploads the approved image as a media asset and returns a public url. | | Create instagram Post | Creates an Instagram post using the media URL and socialMediaText. | | Create x post | Creates an X (Twitter) post using the media URL and socialMediaText. | | Create FB post | Creates a Facebook post using the media URL and socialMediaText. | Status Monitoring & Retry Loops (X, Facebook, Instagram) An independent loop runs for each platform, polling Blotato until the post is either published or failed. | Node Name | Role in Workflow | | :--- | :--- | | Wait, Wait1, Wait2 | Initial pauses after post creation. | | Check Post Status, Get post1, Check Post Status1 | Blotato Get operations to fetch the current status of the post. | | Published to X?, Published to Facebook?, Published to Instagram? | IF nodes checking for the "published" status. | | Confirm publishing to X, Confirm publishing to Facebook, Confirm publishing to Instagram | Telegram nodes that notify you of successful publication (often including the post link). | | In Progress?, In Progress?1, In Progress?2 | IF nodes that check for "in-progress" status and loop back to the Wait nodes (Give Blotat other 5s). | | Send X Error Message, Send Facebook Error Message, Send Instagram Error Message | Telegram nodes that notify you if a failure occurs. | --- 🛠️ Personalizing Your Content Bot The workflow is highly adaptable to your personal brand and platform preferences: Tweak the AI Prompt & Behavior: Where: In the AI Agent node, within the System Message. Options: Change the tone (casual, professional, humorous) and the level of detail required for the prompt generation or the social media captions. Change Gemini Model or Image Options: Where: In the Generate an image node. Options: Swap the model or adjust image options like Aspect Ratio or Style based on Gemini's API capabilities. Modify Which Platforms You Post To: Where: In the Blotato nodes: Create instagram Post, Create x post, Create FB post. Options: Disable or delete branches for unused platforms, or add new platforms supported by Blotato.
By Feras DabourConstruction blueprint to Google Sheets automation with VLM Run and Google Drive
Automatically process Construction Blueprints into structured Google Sheets entries with VLM extraction What this workflow does Monitors Google Drive for new blueprints in a target folder Downloads the file inside n8n for processing Sends the file to VLM Run for VLM analysis Fetches details from the construction.blueprint domain as JSON Appends normalized fields to a Google Sheet as a new row Setup Prerequisites: Google account, VLM Run API credentials, Google Sheets access, n8n. Install the verified VLM Run node by searching for VLM Run in the node list, then click Install. Once installed, you can start using it in your workflows. Quick Setup: Create the Drive folder you want to watch and copy its Folder ID Create a Google Sheet with headers like: timestamp, filename, fileid, mimetype, sizebytes, uploaderemail, documenttype, documentnumber, issuedate, authorname, drawingtitlenumbers, revisionhistory, jobname, address, drawingnumber, revision, drawnby, checkedby, scaleinformation, agencyname, documenttitle, blueprintid, blueprintstatus, blueprintowner, blueprint_url Configure Google Drive OAuth2 for the trigger and download nodes Add VLM Run API credentials from https://app.vlm.run/dashboard to the VLM Run node Configure Google Sheets OAuth2 and set Spreadsheet ID and target sheet tab Test by uploading a sample file to the watched Drive folder and activate Perfect for Converting uploaded construction blueprint documents into clean text Organizing extracted blueprint details into structured sheets Quickly accessing key attributes from technical files Centralized archive of blueprint-to-text conversions Key Benefits End to end automation from Drive upload to structured Sheet entry Accurate text extraction of construction blueprint documents Organized attribute mapping for consistent records Searchable archives directly in Google Sheets Hands-free processing after setup How to customize Extend by adding: Version control that links revisions of the same drawing and highlights superseded rows Confidence scores per extracted field with threshold-based routing to manual or AI review Auto-generate a human-readable summary column for quick scanning of blueprint details Split large multi-sheet PDFs into per-drawing rows with individual attributes Cross-system sync to Procore, Autodesk Construction Cloud, or BIM 360 for project-wide visibility
By ShahrearIntelligent purchase order generator with AI supplier selection
Transform procurement from manual chaos to intelligent automation - AI-powered supplier selection analyzes urgency, cost, and delivery requirements to recommend optimal vendors, then automatically generates professional POs, manages approval workflows, and tracks delivery while maintaining complete audit trails. What This Workflow Does Revolutionizes purchase order management with AI-driven supplier optimization and automated procurement workflows: Webhook-Triggered Generation - Automatically creates POs from inventory systems, manual requests, or threshold alerts Smart Data Validation - Verifies item details, quantities, pricing, and calculates totals with tax and shipping AI Supplier Selection - OpenAI agent analyzes order requirements and recommends optimal supplier based on multiple factors Intelligent Analysis - AI considers urgency level, total value, item categories, delivery requirements, and cost optimization Multi-Supplier Database - Maintains supplier profiles with contact details, payment terms, delivery times, and specializations Approval Workflow - Routes high-value orders (>$5000) for management approval before supplier notification Professional PO Generation - Creates beautifully formatted purchase orders with company branding and complete details AI Insights Display - Shows supplier selection reasoning, cost optimization notes, and alternative supplier recommendations PDF Conversion - Transforms HTML into print-ready, professional-quality purchase order documents Automated Email Distribution - Sends POs directly to selected suppliers with all necessary attachments Google Drive Archival - Automatically saves POs to organized folders with searchable filenames Procurement System Logging - Records complete PO details, supplier info, and status in centralized system Delivery Tracking - Monitors order status from placement through delivery confirmation Slack Team Notifications - Real-time alerts to procurement team with PO details and AI recommendations Urgency Classification - Prioritizes orders based on urgency (urgent, normal) affecting supplier selection Cost Optimization - AI identifies opportunities for savings or faster delivery based on requirements Key Features AI-Powered Supplier Matching: Machine learning analyzes order characteristics and recommends best supplier from database based on delivery speed, cost, and specialization Intelligent Trade-Off Analysis: AI balances cost vs delivery time vs supplier capabilities to find optimal choice for specific order requirements Automatic PO Numbering: Generates unique sequential purchase order numbers with format PO-YYYYMM-for tracking and reference Approval Threshold Management: Configurable dollar thresholds trigger approval workflows for high-value purchases requiring management authorization Multi-Criteria Supplier Selection: Considers urgency level, order value, item categories, delivery requirements, and historical performance Supplier Specialization Matching: Routes technology orders to tech suppliers, construction materials to building suppliers, etc. Cost vs Speed Optimization: AI recommends premium suppliers for urgent orders and budget suppliers for standard delivery timelines Alternative Supplier Suggestions: Provides backup supplier recommendations in case primary choice is unavailable Real-Time Pricing Calculations: Automatically computes line items, subtotals, taxes, shipping, and grand totals Payment Terms Automation: Pulls supplier-specific payment terms (Net 30, Net 45, etc.) from supplier database Shipping Address Management: Maintains multiple delivery locations with automatic address population Special Instructions Field: Captures custom requirements, delivery notes, or handling instructions for suppliers Item Catalog Integration: Supports product codes, descriptions, quantities, and unit pricing for accurate ordering Audit Trail Generation: Complete activity log tracking PO creation, approvals, supplier notification, and delivery Status Tracking System: Monitors PO lifecycle from creation through delivery confirmation with real-time updates Multi-Department Support: Tracks requesting department for budget allocation and accountability Perfect For Retail Stores - Automated inventory reordering when stock reaches threshold levels Manufacturing Companies - Raw material procurement with delivery scheduling for production planning Restaurant Chains - Food and supplies ordering with vendor rotation and cost optimization IT Departments - Equipment purchasing with approval workflows for technology investments Construction Companies - Materials procurement with urgency-based supplier selection for project timelines Healthcare Facilities - Medical supplies ordering with compliance tracking and vendor management Educational Institutions - Procurement for facilities, supplies, and equipment across departments E-commerce Businesses - Inventory replenishment with AI-optimized supplier selection for margins Hospitality Industry - Supplies procurement for hotels and resorts with cost control Government Agencies - Compliant procurement workflows with approval chains and audit trails What You Will Need Required Integrations OpenAI API - AI agent for intelligent supplier selection and optimization (API key required) HTML to PDF API - PDF conversion service for professional PO documents (approximately 1-5 cents per PO) Gmail or SMTP - Email delivery for sending POs to suppliers and approval requests Google Drive - Cloud storage for PO archival and compliance documentation Optional Integrations Slack Webhook - Procurement team notifications with PO details and AI insights Procurement Software - ERP/procurement system API for automatic logging and tracking Inventory Management - Connect to inventory systems for automated reorder triggers Accounting Software - QuickBooks, Xero integration for expense tracking and reconciliation Supplier Portal - Direct integration with supplier order management systems Approval Software - Connect to approval management platforms for workflow automation Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure OpenAI - Add OpenAI API credentials for AI supplier selection agent Setup PDF Service - Add HTML to PDF API credentials in the HTML to PDF node Configure Gmail - Connect Gmail OAuth2 credentials and update sender email Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for PO archival Customize Company Info - Edit company data with your company name, address, contact details Update Supplier Database - Modify supplier information in enrichment node with actual vendor details Set Approval Threshold - Adjust dollar amount requiring management approval ($5000 default) Configure Email Templates - Customize supplier email and approval request messages Add Slack Webhook - Configure Slack notification URL for procurement team alerts Test AI Agent - Submit sample order to verify AI supplier selection logic Test Complete Workflow - Run end-to-end test with real PO data to verify all integrations Customization Options Supplier Scoring Algorithm - Adjust AI weighting for cost vs delivery speed vs quality factors Multi-Location Support - Add multiple shipping addresses for different facilities or warehouses Budget Tracking - Integrate departmental budgets with automatic budget consumption tracking Volume Discounts - Configure automatic discount calculations based on order quantities Contract Compliance - Enforce existing vendor contracts and preferred supplier agreements Multi-Currency Support - Handle international suppliers with currency conversion and forex rates RFQ Generation - Extend workflow to generate requests for quotes for new items Delivery Scheduling - Integrate calendar for scheduled deliveries and receiving coordination Quality Tracking - Add supplier performance scoring based on delivery time and quality Return Management - Create return authorization workflows for defective items Recurring Orders - Automate standing orders with scheduled generation Inventory Forecasting - AI predicts reorder points based on historical consumption patterns Supplier Negotiation - Track pricing history and flag opportunities for renegotiation Compliance Documentation - Attach required certifications, insurance, or regulatory documents Multi-Approver Chains - Configure complex approval hierarchies for different dollar thresholds Expected Results 90% time savings - Reduce PO creation from 30 minutes to 3 minutes per order 50% faster supplier selection - AI recommends optimal vendor instantly vs manual research Elimination of stockouts - Automated reordering prevents inventory shortages 20-30% cost savings - AI optimization identifies better pricing and supplier options 100% approval compliance - No high-value orders bypass required approvals Zero lost POs - Complete digital trail with automatic archival Improved supplier relationships - Professional, consistent POs with clear requirements Faster order processing - Suppliers receive clear POs immediately enabling faster fulfillment Better delivery predictability - AI matches urgency to supplier capabilities reducing delays Reduced procurement overhead - Automation eliminates manual data entry and follow-up Pro Tips Train AI with Historical Data - Feed past successful orders to improve AI supplier recommendations Maintain Supplier Performance Scores - Track delivery times and quality to enhance AI selection accuracy Set Smart Thresholds - Adjust approval amounts based on department budgets and risk tolerance Use Urgency Levels Strategically - Reserve "urgent" classification for true emergencies to optimize costs Monitor AI Recommendations - Review AI reasoning regularly to validate supplier selection logic Integrate Inventory Triggers - Connect to inventory systems for automatic PO generation at reorder points Establish Preferred Vendors - Flag preferred suppliers in database for AI to prioritize when suitable Document Special Requirements - Use special instructions field consistently for better supplier compliance Track Cost Trends - Export PO data to analyze spending patterns and negotiation opportunities Review Alternative Suppliers - Keep AI's alternative recommendations for backup when primary unavailable Schedule Recurring Orders - Set up automated triggers for regular supply needs Centralize Receiving - Use consistent ship-to addresses to simplify delivery coordination Archive Systematically - Organize Drive folders by fiscal year, department, or supplier Test Approval Workflow - Verify approval routing works before deploying to production Communicate AI Benefits - Help procurement team understand AI recommendations build trust Business Impact Metrics Track these key metrics to measure workflow success: PO Generation Time - Average minutes from request to supplier notification (target: under 5 minutes) Supplier Selection Accuracy - Percentage of AI recommendations that meet delivery and cost expectations (target: 90%+) Approval Workflow Speed - Average hours for high-value PO approvals (target: under 4 hours) Stockout Prevention - Reduction in inventory shortages due to faster PO processing Cost Savings - Percentage reduction in procurement costs from AI optimization (typical: 15-25%) Order Accuracy - Reduction in PO errors requiring correction or cancellation Supplier On-Time Delivery - Improvement in delivery performance from better supplier matching Procurement Productivity - Number of POs processed per procurement staff member Budget Compliance - Percentage of POs staying within approved departmental budgets Audit Readiness - Time required to produce PO documentation for audits (target: under 5 minutes) Template Compatibility Compatible with n8n version 1.0 and above Requires OpenAI API access for AI agent functionality Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription No coding required for basic setup Fully customizable supplier database and selection criteria Integrates with major procurement and ERP systems via API Supports unlimited suppliers and product categories Scales to handle thousands of POs monthly --- Ready to transform your procurement process? Import this template and start generating intelligent purchase orders with AI-powered supplier selection, automated approval workflows, and complete procurement tracking - eliminating manual processes, preventing stockouts, and optimizing costs across your entire supply chain!
By Jitesh DugarAutomate Gmail Organization with AI-Powered Email Classification and Smart Labeling
📧 AI-Powered Gmail Auto-Labeling with Smart Classification This n8n workflow automatically organizes your Gmail inbox by intelligently categorizing incoming emails and applying custom labels using AI-powered sentiment analysis. Say goodbye to manual email sorting and hello to an organized inbox! Use Cases Business Email Management: Automatically sort partnership inquiries, meeting requests, and promotional emails Sales Team Automation: Identify and label cold outreach and high-priority leads Executive Assistants: Filter important meetings and urgent matters for busy professionals Marketing Teams: Separate promotional content from genuine business communications Good to Know The workflow runs every minute to check for new emails Each email is processed only once - already labeled emails are automatically skipped Uses OpenAI's GPT model for accurate email classification (API costs apply) Processes emails in batches to handle multiple incoming messages efficiently How It Works Gmail Trigger continuously monitors your inbox for new emails every minute Switch Node checks if emails already have labels (Other, Promotion, or Meeting) to avoid duplicate processing Loop Node processes emails in batches for efficient handling AI Classification analyzes the email's sender, subject, and content using OpenAI's GPT model to categorize into: Partnerships - Collaboration opportunities and B2B proposals Promotional - Marketing emails and newsletters Cold Outreach - Unsolicited sales emails and prospecting Meeting - Calendar invites and scheduling requests High Priority - Urgent matters requiring immediate attention Other - Everything else that doesn't fit the above categories Label Application automatically applies the appropriate Gmail label based on AI classification Loop Completion returns to process the next email in the batch How to Use Set up your Gmail credentials to connect the workflow to your account Create custom labels in Gmail (or use the pre-configured label IDs in the workflow) Add your OpenAI API credentials for AI classification Activate the workflow and let it run automatically in the background Optionally adjust the polling frequency from "every minute" to your preference Requirements Gmail OAuth2 credentials for email access and label management OpenAI API key for GPT-powered email classification Pre-created Gmail labels for each category (or modify label IDs in the workflow) Customizing This Workflow Add More Categories: Extend the sentiment analysis node with additional email categories relevant to your business Adjust Classification Logic: Modify the AI prompt to better match your specific email patterns Change Polling Frequency: Update the Gmail trigger to check more or less frequently based on your email volume Add Actions: Extend each label branch to trigger additional actions like Slack notifications, database updates, or auto-replies Filter by Sender: Add conditions to the Switch node to handle VIP senders differently
By Bhavy ShekhaliyaGenerate invoices for customers with Jotform and QuickBooks
Generate Invoices for Customers with Jotform and QuickBooks This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, and emailing it — 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 QBO to determine if the customer already exists. If Customer Exists: Update customer details (e.g., billing address). If Customer Doesn’t Exist: Create a new customer in QBO. Get The Item Retrieves the selected product or service from QBO. 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. 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 QuickBooks Online credentials, more info here
By AppUnits AI