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FlowHubFluxonLab
QuickBooks
Finance & Accountingfree

Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks

by AppUnits AIUpdated Aug 2026
RequiresQuickBooksQuickBooksEmail (SMTP)Email (SMTP)OpenAI
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WeReceive form submissionReceive form su…IfIfGet the productCreate the invoiceCreate the invo…Send the invoiceCheck if the customer existsCheck if the cu…Create the customerCreate the cust…Update the customerUpdate the cust…CoFormat dataCoAdd customer idCoAdd item idSeAdd reminders configAdd reminders c…ESSend reminder emailSend reminder e…DTInsert invoice id to DBInsert invoice …DTGet InvoicesGet the invoiceIfIf2AgAI AgentOpenAI Chat ModelOpenAI Chat Mod…ESSend reminders sent summarySend reminders …SwSwitchScSchedule reminders triggerSchedule remind…SILoop over invoicesLoop over invoi…DTGet today's sent remindersGet today's sen…DTIncrease sent remindersIncrease sent r…DTDelete invoiceIfIf312345678910111213141516171819202122232425262728293031
1/5
STEPS · 31
Starts on an incoming request

On webhook, creates and emails QuickBooks invoices via SMTP, then on schedule uses an OpenAI agent to send payment reminders.

Tags

webhookadvancedQuickBooksEmail (SMTP)Invoice ProcessingAI Summarization
Connects
quickbooksQuickBooksemailsmtpEmail (SMTP)OpenAI
CategoryFinance & Accounting
Triggerwebhook
Complexityadvanced
Nodes27
AddedJun 14, 2026