Generate 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
# n8n Workflow: AI-Powered Invoice Generation and Emailing
This n8n workflow automates the process of creating professional invoices and sending personalized, AI-generated emails. It acts as a backend service, triggered by an external system (like Jotform or a custom application), to streamline your invoicing and client communication.
## What it does
This workflow simplifies and automates the following steps:
1. **Receives Invoice Data**: It starts by listening for incoming HTTP requests, expecting invoice-related data from an external source (e.g., a form submission from Jotform).
2. **Generates Invoice in Xero**: The received data is then used to create a new invoice within your Xero accounting software.
3. **Prepares Email Content with AI**: It leverages an AI Agent (powered by an OpenAI Chat Model) to generate a professional and personalized email message based on the invoice details. This ensures consistent and high-quality communication.
4. **Sends Invoice Email via Gmail**: Finally, the AI-generated email, along with the invoice details, is sent to the client using Gmail.
## Prerequisites/Requirements
To use this workflow, you will need the following:
* **n8n Instance**: A running n8n instance.
* **Xero Account**: A Xero account with appropriate API access configured.
* **Gmail Account**: A Gmail account with API access enabled.
* **OpenAI API Key**: An OpenAI API key for the AI Agent to generate email content.
* **External Trigger**: An external system (e.g., Jotform, a custom application, or another n8n workflow) configured to send invoice data to the workflow's webhook URL.
## Setup/Usage
1. **Import the Workflow**:
* Download the provided JSON file.
* In your n8n instance, click "New" in the workflows list, then "Import from JSON".
* Paste the JSON content or upload the file.
2. **Configure Credentials**:
* **Webhook**: No specific credentials are needed for the Webhook trigger itself, but you will need to copy its URL after activating the workflow.
* **Xero**: Create or update your Xero credential in n8n.
* **Gmail**: Create or update your Gmail (Google OAuth) credential in n8n.
* **OpenAI Chat Model**: Create or update your OpenAI credential in n8n, providing your API key.
3. **Configure Nodes**:
* **Webhook**: After activating the workflow, copy the "Webhook URL" and configure your external system (e.g., Jotform webhook, custom API call) to send invoice data to this URL. The expected data format should align with what the subsequent Xero node expects.
* **Xero**: Configure the "Xero" node to correctly map the incoming data from the webhook to the fields required for creating an invoice (e.g., contact name, invoice items, amounts).
* **AI Agent / OpenAI Chat Model**: Review the prompt used in the AI Agent to ensure it generates emails in your desired tone and style. Adjust the prompt as needed.
* **Gmail**: Configure the "Gmail" node to use the recipient email address from the incoming data and the AI-generated email subject and body.
4. **Activate the Workflow**: Once all credentials and nodes are configured, activate the workflow.
Now, whenever your external system sends invoice data to the webhook, this n8n workflow will automatically create the invoice in Xero and send a personalized, AI-powered email to your client.
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