Templates by AppUnits AI
Automated invoice creation & customer communication with Jotform, Xero, Outlook & Telegram
Automated Invoice Creation & Team Notification with Jotform, Xero, Outlook, and Telegram 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 after sometime if no action has been taken yet (via Telegram) — 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. Wait For Sometime Now we will wait for 30 seconds (by default, you can change it) and then get the invoice details from Xero Notify The Team Notifies the sales team for example via Telegram in case no action has been taken on the invoice and thus the team can act fast. 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), more info about Outlook setup here LLM model credentials Telegram credentials, more info here
By AppUnits AIGenerate invoices and send AI-powered reminders with Jotform and Xero
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
By AppUnits AIGenerate professional invoices with Jotform, Xero, and GPT-powered emails
Generate Invoices for Customers with Jotform, Xero and Gmail This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, 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. 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. 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), more info about Gmail setup here LLM model credentials
By AppUnits AIAutomate invoice generation & email delivery with Jotform, Xero & GPT-4o-mini
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
By AppUnits AIGenerate 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 AIAutomate invoice creation & smart reminders with Jotform, QuickBooks & Outlook AI
Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Outlook This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), 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. 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. 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 QuickBooks Online credentials, more info here Email setup, update email nodes (Send reminder email & Send reminders sent summary), more info about Outlook setup here 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
By AppUnits AISync Attio CRM with Jotform & Slack for deal updates & sales alerts
This workflow streamlines your lead management process by automatically capturing form submissions from Jotform, updating Attio CRM, and notifying your team (sales team for example) via Slack — all without manual work. How it works Receive Lead: A new submission is captured from Jotform (name, email, message). Prepare CRM: Checks if the Pending and Urgent deal stages exist in Attio CRM and creates them if they don’t exist. Checks if the Message column exists in Attio CRM and creates it if it doesn't exist. Lead Handling: If the lead doesn't exist in Attio CRM, the contact is created, a new deal is added to the Pending stage, and a Slack notification is sent. If the lead exists but has no deal, a new deal is added to Pending, and Slack is notified. If the lead exists with a deal, the deal is moved to the Urgent stage, and Slack is notified. Slack Notification: Your team (sales team for example) receives an instant Slack message whenever a new or existing lead is processed, so they can act fast. Requirements Make sure to have Jotform, Attio CRM and Slack accounts, then follow this video guide on how to start using this template.
By AppUnits AIGenerate invoices and send AI-summarized reminders with Jotform and QuickBooks
Generate Invoices and Send Reminders 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, 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. 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. 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 QuickBooks Online credentials, more info here Email setup, update email nodes (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
By AppUnits AI