AutomationFlowsAI & RAG › Generate Invoices and Send Ai-summarized Reminders with Jotform and Quickbooks

Generate Invoices and Send Ai-summarized Reminders with Jotform and Quickbooks

ByAppUnits AI @appunitsai on n8n.io

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. Receive Submission…

Webhook trigger★★★★★ complexityAI-powered49 nodesQuickBooksEmail SendData TableAgentOpenAI Chat
AI & RAG Trigger: Webhook Nodes: 49 Complexity: ★★★★★ AI nodes: yes Added:

This workflow corresponds to n8n.io template #9752 — we link there as the canonical source.

This workflow follows the Agent → Datatable 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 →

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  "name": "Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks",
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    },
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    },
    "Get Invoices": {
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    },
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    },
    "Send the invoice": {
      "main": [
        [
          {
            "node": "Add reminders config",
            "type": "main",
            "index": 0
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    },
    "OpenAI Chat Model": {
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            "node": "Get today's sent reminders",
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        [
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            "type": "main",
            "index": 0
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    "Create the customer": {
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          {
            "node": "Add customer id",
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    },
    "Send reminder email": {
      "main": [
        [
          {
            "node": "Increase sent reminders",
            "type": "main",
            "index": 0
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    "Update the customer": {
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            "type": "main",
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    },
    "Add reminders config": {
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    "Increase sent reminders": {
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    },
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            "type": "main",
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    "Get today's sent reminders": {
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    "Schedule reminders trigger": {
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}
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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 QuickBooks Online (QBO), generating an invoice, emailing it — all triggered by a form submission (via Jotform), and sending invoice reminders. Receive Submission…

Source: https://n8n.io/workflows/9752/ — original creator credit. Request a take-down →

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QuickBooks, Data Table, Agent +2
AI & RAG

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 for

QuickBooks, Data Table, Agent +2
AI & RAG

This workflow transforms natural language queries into research reports through a five-stage AI pipeline. When triggered via webhook (typically from Google Sheets using the companion [](https://gist.g

Redis, Agent, Output Parser Structured +7
AI & RAG

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 J

Xero, Agent, OpenAI Chat +2
AI & RAG

This workflow automates enterprise compliance governance using a multi-agent AI architecture. It targets compliance officers, legal teams, and risk managers who need continuous, jurisdiction-aware mon

Agent, OpenAI Chat, Memory Buffer Window +8