Generate 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,...
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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 1. Receive Submission - Triggered when a user submits a form. - Collects data like customer details, selected product/service, etc.
2. Create/Update The Customer - Creates/Updates the customer.
3. Create The Invoice - Generates a new invoice for the customer using the item selected.
4. Send The Invoice - Automatically sends the invoice via email to the customer.
5. Store The Invoice In DB - Stores the needed invoice details in the DB.
6. 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