Automate 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 1. Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc.

2. 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.

3. Get The Item Retrieves the selected product or service from QBO.

4. Create The Invoice Generates a new invoice for the customer using the item selected.

5. Send The Invoice Automatically sends the invoice via email to the customer.

6. Store The Invoice In DB Stores the needed invoice details in the DB.

7. 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).