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Finance & Accountingfree

Generate Invoices for Customers with Jotform, Xero and Slack

by AppUnits AIUpdated Aug 2026
RequiresOpenAIEmail (SMTP)Email (SMTP)Slack
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WeReceive form submissionReceive form su…CoFormat dataXeCreate the invoiceCreate the invo…AgAI AgentOpenAI Chat ModelOpenAI Chat Mod…ESSend emailXeCheck if the customer existsCheck if the cu…IfIfXeCreate new contactCreate new cont…XeUpdate contactNotify the team1234567891011
1/5
STEPS · 11
Starts on an incoming request

On a webhook submission, creates a Xero invoice with an OpenAI agent, emails it via SMTP, and posts a Slack notification.

Tags

webhookcomplexOpenAIEmail (SMTP)Invoice Processingdiscoveredpending-review
Connects
OpenAIemailsmtpEmail (SMTP)Slack
CategoryFinance & Accounting
Triggerwebhook
Complexitycomplex
Nodes11
AddedJun 27, 2026