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FlowHubFluxonLab
Finance & Accountingfree

Generate Invoices and Send Reminders for Customers with Jotform and Xero

by AppUnits AIUpdated Aug 2026
RequiresOpenAIEmail (SMTP)Email (SMTP)
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WeReceive form submissionReceive form su…CoFormat dataXeCreate/Update the contactCreate/Update t…XeCreate the invoiceCreate the invo…AgAI AgentOpenAI Chat ModelOpenAI Chat Mod…ESSend emailSeAdd reminders configAdd reminders c…ESSend reminder emailSend reminder e…DTInsert invoice id to DBInsert invoice …DTGet InvoicesIfIf2ESSend 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 invoiceIfIf3AgAI Agent1OpenAI Chat Model1OpenAI Chat Mod…XeGet the invoice1234567891011121314151617181920212223242526
1/5
STEPS · 26
Starts on an incoming request

On a webhook submission, creates a Xero invoice with OpenAI, emails it via SMTP, and sends scheduled payment reminders tracked in Data Tables.

Tags

webhookadvancedOpenAIEmail (SMTP)Invoice Processingdiscoveredpending-review
Connects
OpenAIemailsmtpEmail (SMTP)
CategoryFinance & Accounting
Triggerwebhook
Complexityadvanced
Nodes23
AddedJun 27, 2026