Automate Invoice Generation & Email Delivery with Jotform, Xero & GPT-4o-mini

Generate Invoices for Customers with Jotform, Xero and Slack

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).

How It Works

1. Receive Submission

• Triggered when a user submits a form.
• Collects data like customer details, selected product/service, etc.

1. Check If Customer Exists

• Searches Xero to determine if the customer already exists.
• ✅ If Customer Exists: Update customer details.
• ❌ If Customer Doesn’t Exist: Create a new customer in Xero.

1. Create The Invoice

• Generates a new invoice for the customer using the item selected.

1. Send The Invoice

• Automatically sends the invoice via email to the customer.

1. Notify The Team

• Notifies the sales team for example via Slack about the new invoice.

Who Can Benefit from This Workflow?

• Freelancers
• Service Providers
• Consultants & Coaches
• Small Businesses
• E-commerce or Custom Product Sellers

Requirements

• Jotform webhook setup, more info here
• Xero credentials, more info here
• Make sure that products/services values in Jotform are exactly the same as your item Code in your Xero account
• Email setup, update email node (Send email)
• LLM model credentials
• Slack credentials, more info here