Automated Invoice Creation & Customer Communication with Jotform, Xero, Outlook & Telegram

Automated Invoice Creation & Team Notification with Jotform, Xero, Outlook, and Telegram

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 after sometime if no action has been taken yet (via Telegram) — 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. Wait For Sometime
   Now we will wait for 30 seconds (by default, you can change it) and then get the invoice details from Xero

2. Notify The Team

• Notifies the sales team for example via Telegram in case no action has been taken on the invoice and thus the team can act fast.

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 Outlook setup here
• LLM model credentials
• Telegram credentials, more info here