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
- Receive Submission
- Triggered when a user submits a form.
- Collects data like customer details, selected product/service, etc.
- Create/Update The Customer
- Creates/Updates the customer.
- Create The Invoice
- Generates a new invoice for the customer using the item selected.
- 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
