Generate Professional Invoices with Jotform, Xero, and GPT-powered Emails

Generate Invoices for Customers with Jotform, Xero and Gmail

This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, and emailing it — 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. Create/Update The Customer

• Creates/Updates the customer.

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.

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), more info about Gmail setup here
• LLM model credentials