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 →
{
"id": "KQbawPw1ywuc0eGO",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks",
"tags": [],
"nodes": [
{
"id": "09a933fa-37c9-485a-99bd-9e59241fe115",
"name": "Receive form submission",
"type": "n8n-nodes-base.webhook",
"position": [
-3248,
320
],
"parameters": {},
"typeVersion": 2.1
},
{
"id": "1c6af41c-650f-4aca-818c-1e26d5f8db25",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
-2464,
320
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "c189e5e3-23f6-468b-8687-3f6fc461e8cd",
"name": "Get the product",
"type": "n8n-nodes-base.quickbooks",
"position": [
-1536,
320
],
"parameters": {},
"typeVersion": 1
},
{
"id": "b5c1ae8a-2713-47cf-b628-25d62ef4f3ef",
"name": "Create the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
-928,
320
],
"parameters": {},
"typeVersion": 1
},
{
"id": "34a4491f-04f5-49a6-b577-560c37ca434b",
"name": "Send the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
-624,
320
],
"parameters": {},
"typeVersion": 1
},
{
"id": "e90a5432-c6d9-43a3-a745-856be6dd40bc",
"name": "Check if the customer exists",
"type": "n8n-nodes-base.quickbooks",
"position": [
-2672,
320
],
"parameters": {},
"typeVersion": 1
},
{
"id": "20a4e724-a97a-451a-8efe-5c1206387b8c",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3328,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "fb4bcd41-335f-4fb8-8726-16ffc16b53a5",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2720,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "56141b2e-0b76-42e7-a56f-6503a90ade21",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2272,
-16
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "3dfd2f9b-dbca-45c7-88e0-dd7ffd646155",
"name": "Create the customer",
"type": "n8n-nodes-base.quickbooks",
"position": [
-2176,
496
],
"parameters": {},
"typeVersion": 1
},
{
"id": "3234fa01-66f4-4979-b8f5-97f5cafa3864",
"name": "Update the customer",
"type": "n8n-nodes-base.quickbooks",
"position": [
-2176,
128
],
"parameters": {},
"typeVersion": 1
},
{
"id": "c14d9973-4979-40b3-8f81-73d9f2e18469",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2272,
368
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "070fe42c-ff86-41f9-bfd3-f7bcabc8cdfe",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1616,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c8642fb1-3c24-4f9b-9cfe-566a5e67b264",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1008,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "9f333f2a-5a46-453a-afd7-39e32463289d",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-704,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c739baf1-1ca5-4567-b74d-86c80067f7b4",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-4448,
-96
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "07d98409-9ad5-4c0e-8446-200515172a34",
"name": "Sticky Note8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3024,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "dae5015a-41a5-4e06-93c3-058df1f4d3e9",
"name": "Format data",
"type": "n8n-nodes-base.code",
"position": [
-2944,
320
],
"parameters": {},
"typeVersion": 2
},
{
"id": "68ef465b-b3cf-45dd-b26c-0e166fa451cc",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1920,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "710b465e-0c40-4e63-9468-82a9dd569286",
"name": "Add customer id",
"type": "n8n-nodes-base.code",
"position": [
-1840,
320
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a9210fda-8f65-427b-b1dd-ce6fa6c51456",
"name": "Sticky Note10",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1312,
208
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "622c7a42-9368-41ee-ad29-be33f854c511",
"name": "Add item id",
"type": "n8n-nodes-base.code",
"position": [
-1232,
320
],
"parameters": {},
"typeVersion": 2
},
{
"id": "a291f611-4420-40d4-afd6-00a04e62efa5",
"name": "Add reminders config",
"type": "n8n-nodes-base.set",
"position": [
-1824,
1024
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d22542fe-4409-4b3d-b2eb-daed9c91c7a8",
"name": "Send reminder email",
"type": "n8n-nodes-base.emailSend",
"position": [
160,
1392
],
"parameters": {},
"typeVersion": 2.1
},
{
"id": "76622fe8-4003-4eff-b5b3-e4752cf2d34c",
"name": "Insert invoice id to DB",
"type": "n8n-nodes-base.dataTable",
"position": [
-1120,
832
],
"parameters": {},
"typeVersion": 1
},
{
"id": "c3c5a32a-88f7-470b-bc8f-03890795246c",
"name": "Get Invoices",
"type": "n8n-nodes-base.dataTable",
"position": [
-1120,
1200
],
"parameters": {},
"typeVersion": 1
},
{
"id": "730432d3-38c2-42dc-bafe-a5d950d35353",
"name": "Get the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
-416,
1424
],
"parameters": {},
"typeVersion": 1
},
{
"id": "b4b6ff61-bfa0-4243-aaac-e0a165d0d1ee",
"name": "If2",
"type": "n8n-nodes-base.if",
"position": [
-1472,
1024
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "7837f92b-a57b-4e42-91f8-f80e8b140595",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-48,
864
],
"parameters": {},
"executeOnce": true,
"typeVersion": 2.2
},
{
"id": "25dc6d06-7283-4b6d-8d8b-b33ceb1231b4",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-48,
1072
],
"parameters": {},
"typeVersion": 1.2
},
{
"id": "922cde2d-c9d6-429c-9526-fd35dc7ac5bd",
"name": "Send reminders sent summary",
"type": "n8n-nodes-base.emailSend",
"position": [
240,
864
],
"parameters": {},
"typeVersion": 2.1
},
{
"id": "06c61fb1-35dd-4de2-b453-586095f4287a",
"name": "Switch",
"type": "n8n-nodes-base.switch",
"position": [
-112,
1440
],
"parameters": {},
"typeVersion": 3.3
},
{
"id": "dcb368ea-3ec9-4f3d-8a0d-08d759243e4c",
"name": "Schedule reminders trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-2176,
1024
],
"parameters": {},
"typeVersion": 1.2
},
{
"id": "a898f506-44cf-4fef-a56d-ca03d596b2f0",
"name": "Sticky Note11",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2272,
896
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "68a32f07-3238-4e75-b60f-9e6ca319dc3a",
"name": "Sticky Note12",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1920,
848
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "df9ef4b5-4f27-44bf-bd16-eac4adea68b4",
"name": "Sticky Note13",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1568,
848
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "7b207d61-10d0-411d-95c0-2c7a161a73cb",
"name": "Sticky Note14",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1216,
672
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "7788ff3b-8116-443a-922e-4eb85097b91b",
"name": "Sticky Note15",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1216,
1056
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c14fb5de-3b40-48c1-a856-a4f4be81b682",
"name": "Sticky Note16",
"type": "n8n-nodes-base.stickyNote",
"position": [
-864,
1072
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "4ad62ebb-ad2c-415e-a009-4aef961016bf",
"name": "Loop over invoices",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-768,
1200
],
"parameters": {},
"typeVersion": 3
},
{
"id": "6a1ccb7b-b75f-4a5b-a98d-fa4e91890525",
"name": "Sticky Note17",
"type": "n8n-nodes-base.stickyNote",
"position": [
-512,
864
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c2e8ebc2-9266-4fed-b7a0-3ac1a99aa888",
"name": "Sticky Note18",
"type": "n8n-nodes-base.stickyNote",
"position": [
-512,
1264
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "d0000cb4-c4ce-4cca-b4e9-805985bc293c",
"name": "Get today's sent reminders",
"type": "n8n-nodes-base.dataTable",
"position": [
-416,
1008
],
"parameters": {},
"executeOnce": true,
"typeVersion": 1
},
{
"id": "c4441357-ee80-476f-b084-b4d3dac822ab",
"name": "Sticky Note19",
"type": "n8n-nodes-base.stickyNote",
"position": [
-160,
736
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "c0d2127c-cd3a-4882-8e0e-af9c4f61fe9c",
"name": "Increase sent reminders",
"type": "n8n-nodes-base.dataTable",
"position": [
368,
1392
],
"parameters": {},
"typeVersion": 1
},
{
"id": "f225693e-fa06-44b5-8aa8-b2a5a782b227",
"name": "Delete invoice",
"type": "n8n-nodes-base.dataTable",
"position": [
848,
1552
],
"parameters": {},
"typeVersion": 1
},
{
"id": "67485965-6b11-474d-8902-d9974146c7a4",
"name": "If3",
"type": "n8n-nodes-base.if",
"position": [
576,
1392
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "4989fafb-6362-4322-aee8-859202d195d8",
"name": "Sticky Note20",
"type": "n8n-nodes-base.stickyNote",
"position": [
-160,
1264
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "de09ce70-ea77-4669-bfe1-13961c3ef517",
"name": "Sticky Note21",
"type": "n8n-nodes-base.stickyNote",
"position": [
-4448,
1264
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "1cd165b2-2a17-4306-b276-d89c42be778e",
"connections": {
"If": {
"main": [
[
{
"node": "Update the customer",
"type": "main",
"index": 0
}
],
[
{
"node": "Create the customer",
"type": "main",
"index": 0
}
]
]
},
"If2": {
"main": [
[
{
"node": "Insert invoice id to DB",
"type": "main",
"index": 0
}
],
[
{
"node": "Get Invoices",
"type": "main",
"index": 0
}
]
]
},
"If3": {
"main": [
[
{
"node": "Delete invoice",
"type": "main",
"index": 0
}
],
[
{
"node": "Loop over invoices",
"type": "main",
"index": 0
}
]
]
},
"Switch": {
"main": [
[
{
"node": "Send reminder email",
"type": "main",
"index": 0
}
],
[
{
"node": "Delete invoice",
"type": "main",
"index": 0
}
],
[
{
"node": "Loop over invoices",
"type": "main",
"index": 0
}
]
]
},
"AI Agent": {
"main": [
[
{
"node": "Send reminders sent summary",
"type": "main",
"index": 0
}
]
]
},
"Add item id": {
"main": [
[
{
"node": "Create the invoice",
"type": "main",
"index": 0
}
]
]
},
"Format data": {
"main": [
[
{
"node": "Check if the customer exists",
"type": "main",
"index": 0
}
]
]
},
"Get Invoices": {
"main": [
[
{
"node": "Loop over invoices",
"type": "main",
"index": 0
}
]
]
},
"Delete invoice": {
"main": [
[
{
"node": "Loop over invoices",
"type": "main",
"index": 0
}
]
]
},
"Add customer id": {
"main": [
[
{
"node": "Get the product",
"type": "main",
"index": 0
}
]
]
},
"Get the invoice": {
"main": [
[
{
"node": "Switch",
"type": "main",
"index": 0
}
]
]
},
"Get the product": {
"main": [
[
{
"node": "Add item id",
"type": "main",
"index": 0
}
]
]
},
"Send the invoice": {
"main": [
[
{
"node": "Add reminders config",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Create the invoice": {
"main": [
[
{
"node": "Send the invoice",
"type": "main",
"index": 0
}
]
]
},
"Loop over invoices": {
"main": [
[
{
"node": "Get today's sent reminders",
"type": "main",
"index": 0
}
],
[
{
"node": "Get the invoice",
"type": "main",
"index": 0
}
]
]
},
"Create the customer": {
"main": [
[
{
"node": "Add customer id",
"type": "main",
"index": 0
}
]
]
},
"Send reminder email": {
"main": [
[
{
"node": "Increase sent reminders",
"type": "main",
"index": 0
}
]
]
},
"Update the customer": {
"main": [
[
{
"node": "Add customer id",
"type": "main",
"index": 0
}
]
]
},
"Add reminders config": {
"main": [
[
{
"node": "If2",
"type": "main",
"index": 0
}
]
]
},
"Increase sent reminders": {
"main": [
[
{
"node": "If3",
"type": "main",
"index": 0
}
]
]
},
"Receive form submission": {
"main": [
[
{
"node": "Format data",
"type": "main",
"index": 0
}
]
]
},
"Get today's sent reminders": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"Schedule reminders trigger": {
"main": [
[
{
"node": "Add reminders config",
"type": "main",
"index": 0
}
]
]
},
"Check if the customer exists": {
"main": [
[
{
"node": "If",
"type": "main",
"index": 0
}
]
]
}
}
}
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
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 →
Related workflows
Workflows that share integrations, category, or trigger type with this one. All free to copy and import.
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
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
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
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
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