AppUnits AI This workflow corresponds to n8n.io template #9796 — we link there as the canonical source.
This workflow follows the Agent → Emailsend recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "X2u0Wnuo2Yp8dSaq",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Generate Invoices for Customers with Jotform, Xero and Slack",
"tags": [],
"nodes": [
{
"id": "5153a36b-decc-4145-bfb5-903123d3ed32",
"name": "Receive form submission",
"type": "n8n-nodes-base.webhook",
"position": [
-464,
0
],
"parameters": {
"path": "dac28968-ec17-41da-b720-c579c1a7169b",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "a4e41795-f814-4f53-ae06-c004d9f2fe61",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-544,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Receive Submission\nReceives the product/service form submission from Jotform"
},
"typeVersion": 1
},
{
"id": "5d0f264c-57ab-4aa8-93a9-4a45a2ffe060",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
80
],
"parameters": {
"color": 7,
"width": 288,
"height": 320,
"content": "## Create Contact\nCreates a new contact"
},
"typeVersion": 1
},
{
"id": "601c08b9-547d-4883-bdc0-c0e2725fb5c9",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
848,
-96
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Create The Invoice\nCreates a new invoice for that contact"
},
"typeVersion": 1
},
{
"id": "87296102-7ff7-4a22-a451-40749a219450",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1328,
-480
],
"parameters": {
"width": 736,
"height": 992,
"content": "## Generate Invoices for Customers with Jotform, Xero and Slack\nThis 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**) \u2014 all triggered by a form submission (via **Jotform**).\n\n## How It Works\n### 1- Receive Submission\n* Triggered when a user submits a form.\n* Collects data like customer details, selected product/service, etc.\n\n### 2- Check If Customer Exists\n* Searches Xero to determine if the customer already exists.\n* \u2705 **If Customer Exists:** **Update** customer details.\n* \u274c **If Customer Doesn\u2019t Exist:** **Create** a new customer in Xero.\n\n### 3- Create The Invoice\n* Generates a new invoice for the customer using the item selected.\n\n### 4- Send The Invoice\n* Automatically sends the invoice via email to the customer.\n\n### 5- Notify The Team\n* Notifies the sales team for example via Slack about the new invoice.\n\n## Who Can Benefit from This Workflow?\n* **Freelancers**\n* **Service Providers**\n* **Consultants & Coaches**\n* **Small Businesses**\n* **E-commerce or Custom Product Sellers**\n\n## Requirements\n- Jotform webhook setup, more info [here](https://www.jotform.com/help/245-how-to-setup-a-webhook-with-jotform/)\n- Xero credentials, more info [here](https://docs.n8n.io/integrations/builtin/credentials/xero)\n- Make sure that products/services values in Jotform are exactly the same as your item `Code` in your Xero account\n- Email setup, update email node (`Send email`)\n- LLM model credentials\n- Slack credentials, more info [here](https://docs.n8n.io/integrations/builtin/credentials/slack)"
},
"typeVersion": 1
},
{
"id": "bea06527-f4fb-4c06-acec-80e540753990",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Format Data\nFormats the data thus making it easier to be used in other nodes"
},
"typeVersion": 1
},
{
"id": "6f8c1525-ee7e-4d10-a0c0-641abe512e47",
"name": "Format data",
"type": "n8n-nodes-base.code",
"position": [
-160,
0
],
"parameters": {
"jsCode": "function extractAddressData(text) {\n const regex = /Street Address:\\s*([^<]+)<br>Street Address Line 2:\\s*([^<]+)<br>City:\\s*([^<]+)<br>State \\/ Province:\\s*([^<]+)<br>Postal \\/ Zip Code:\\s*([^<]+)<br>Country:\\s*([^<]+)<br>/;\n const matches = text.match(regex);\n \n if (matches) {\n return {\n line1: matches[1].trim(),\n line2: matches[2].trim(),\n city: matches[3].trim(),\n stateProvince: matches[4].trim(),\n postalZipCode: matches[5].trim(),\n country: matches[6].trim()\n };\n }\n \n return {\n line1: null,\n line2: null,\n city: null,\n stateProvince: null,\n postalZipCode: null,\n country: null\n }\n}\n\nreturn {\n address: extractAddressData($input.first().json.body.billingAddress),\n customer: {\n name: $input.first().json.body.name,\n email: $input.first().json.body.email,\n phone: $input.first().json.body.phone\n },\n item: {\n name: $input.first().json.body.itemName\n }\n}"
},
"typeVersion": 2
},
{
"id": "57002967-0cc2-416a-9b2d-5e0d7425e173",
"name": "Create the invoice",
"type": "n8n-nodes-base.xero",
"position": [
928,
16
],
"parameters": {
"type": "ACCREC",
"contactId": "={{ $json.ContactID }}",
"lineItemsUi": {
"lineItemsValues": [
{
"taxType": "INPUT",
"itemCode": "={{ $('Format data').item.json.item.name }}",
"unitAmount": "10",
"accountCode": "200"
}
]
},
"organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446",
"additionalFields": {}
},
"credentials": {
"xeroOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "606e45ad-d5b6-4a96-ac41-d2fd73bad8d3",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1280,
-352
],
"parameters": {
"text": "={{ $json }}",
"options": {
"systemMessage": "=You are an AI assistant that generates a professional invoice email that you get from an Xero response (newly created invoice), so you will recive an Xero invoice response and thus your job is to create a professional html email content because this html email content will be sent to the customer."
},
"promptType": "define"
},
"executeOnce": false,
"typeVersion": 2.2
},
{
"id": "486a7fee-acd9-46ad-bf2b-1bc815bfb2a4",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1280,
-144
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini",
"cachedResultName": "gpt-4o-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "da747ce1-ddcf-4c40-a78d-452d68cac37b",
"name": "Sticky Note19",
"type": "n8n-nodes-base.stickyNote",
"position": [
1168,
-480
],
"parameters": {
"color": 7,
"width": 592,
"height": 480,
"content": "## Send The Invoice\nSends the newly created invoice for that customer(via email)"
},
"typeVersion": 1
},
{
"id": "0873e856-7c8a-46cf-b7d1-c7a75afb0c6a",
"name": "Send email",
"type": "n8n-nodes-base.emailSend",
"position": [
1552,
-352
],
"parameters": {
"html": "={{ $json.output }}",
"options": {},
"subject": "=New Invoice",
"toEmail": "={{ $('Create the invoice').item.json.Contact.EmailAddress }}",
"fromEmail": "user@example.com"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "1af9a24d-7ac1-47b4-a17a-2774f01c860c",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
64,
-112
],
"parameters": {
"color": 7,
"width": 400,
"height": 320,
"content": "## Check If Contact exists \nChecks if the contact exists in Xero or not"
},
"typeVersion": 1
},
{
"id": "994373c3-4f87-48cc-a30e-d34b0b345f12",
"name": "Check if the customer exists",
"type": "n8n-nodes-base.xero",
"position": [
128,
0
],
"parameters": {
"limit": 1,
"options": {
"where": "=EmailAddress=\"{{ $json.customer.email }}\""
},
"resource": "contact",
"operation": "getAll",
"organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446"
},
"credentials": {
"xeroOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1,
"alwaysOutputData": true
},
{
"id": "14c4b4df-ce15-4e52-a89e-5a92db87b86b",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
304,
0
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "bfa24559-7702-4ebf-909d-c5c2a60ad817",
"operator": {
"type": "object",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json }}",
"rightValue": 0
},
{
"id": "b4301cfe-a22a-490f-a72b-50d266bc1c5e",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.ContactID }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "b6eb0744-cb7e-4676-91d5-6272ceb21924",
"name": "Create new contact",
"type": "n8n-nodes-base.xero",
"position": [
608,
192
],
"parameters": {
"name": "={{ $('Format data').item.json.customer.name }}",
"resource": "contact",
"organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446",
"additionalFields": {
"phonesUi": {
"phonesValues": [
{
"phoneType": "MOBILE",
"phoneNumber": "={{ $('Format data').item.json.customer.phone }}"
}
]
},
"addressesUi": {
"addressesValues": [
{
"city": "={{ $('Format data').item.json.address.city }}",
"type": "STREET",
"line1": "={{ $('Format data').item.json.address.line1 }}",
"line2": "={{ $('Format data').item.json.address.line2 }}",
"region": "={{ $('Format data').item.json.address.stateProvince }}",
"country": "={{ $('Format data').item.json.address.country }}",
"postalCode": "={{ $('Format data').item.json.address.postalZipCode }}"
}
]
},
"emailAddress": "={{ $('Format data').item.json.customer.email }}"
}
},
"credentials": {
"xeroOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "c035f5c2-0822-4b73-b553-4a06c39bc867",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
-304
],
"parameters": {
"color": 7,
"width": 288,
"height": 320,
"content": "## Update Contact\nUpdates the contact"
},
"typeVersion": 1
},
{
"id": "bc245137-a2fa-4817-bf79-e6bd0bcd4688",
"name": "Update contact",
"type": "n8n-nodes-base.xero",
"position": [
608,
-192
],
"parameters": {
"resource": "contact",
"contactId": "={{ $json.ContactID }}",
"operation": "update",
"updateFields": {
"name": "={{ $('Format data').item.json.customer.name }}",
"phonesUi": {
"phonesValues": [
{
"phoneType": "MOBILE",
"phoneNumber": "={{ $('Format data').item.json.customer.phone }}"
}
]
}
},
"organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446"
},
"credentials": {
"xeroOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "ecf29c2f-7e91-41d1-a99b-8a2de86b7ce0",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1168,
112
],
"parameters": {
"color": 7,
"width": 288,
"height": 320,
"content": "## Notify The Team\nNotifies the team (sales team for example) about the new invoice"
},
"typeVersion": 1
},
{
"id": "09ccbef2-8aa7-4b19-8e8b-86d6aa647298",
"name": "Notify the team",
"type": "n8n-nodes-base.slack",
"position": [
1264,
240
],
"parameters": {
"text": "=<!channel> A new invoice with the below details have bene created:\n*Invoice Number:* {{ $json.InvoiceNumber }}\n*Amount Due:* {{ $json.AmountDue }} ({{ $json.CurrencyCode }})\n*Status:* {{ $json.Status }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "name",
"value": "#test"
},
"otherOptions": {}
},
"credentials": {
"slackApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.3
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "f403ca7a-cd06-4122-ab76-c7cbc0f93d93",
"connections": {
"If": {
"main": [
[
{
"node": "Update contact",
"type": "main",
"index": 0
}
],
[
{
"node": "Create new contact",
"type": "main",
"index": 0
}
]
]
},
"AI Agent": {
"main": [
[
{
"node": "Send email",
"type": "main",
"index": 0
}
]
]
},
"Format data": {
"main": [
[
{
"node": "Check if the customer exists",
"type": "main",
"index": 0
}
]
]
},
"Update contact": {
"main": [
[
{
"node": "Create the invoice",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Create new contact": {
"main": [
[
{
"node": "Create the invoice",
"type": "main",
"index": 0
}
]
]
},
"Create the invoice": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
},
{
"node": "Notify the team",
"type": "main",
"index": 0
}
]
]
},
"Receive form submission": {
"main": [
[
{
"node": "Format data",
"type": "main",
"index": 0
}
]
]
},
"Check if the customer exists": {
"main": [
[
{
"node": "If",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
openAiApislackApismtpxeroOAuth2Api
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About this workflow
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). Receive…
Source: https://n8n.io/workflows/9796/ — original creator credit. Request a take-down →
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