Erstellung und Sendung von Rechnungen mit Erinnerungen an Kunden mit Jotform und QuickBooks

• •HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
• •OpenAI API Key

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  "name": "Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks",
  "tags": [],
  "nodes": [
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      "name": "Formularübermittlung empfangen",
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      "webhookId": "fdbfa94e-4df0-4fe4-86b9-41f20ba83079",
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      "name": "Produkt abrufen",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
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      "parameters": {
        "limit": 1,
        "filters": {
          "query": "=WHERE name = '{{ $json.item.name }}'"
        },
        "resource": "item",
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
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          "name": "QuickBooks Online account"
        }
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    {
      "id": "cbd7276e-0569-4062-ae59-680d3236e8f6",
      "name": "Rechnung erstellen",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
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      "parameters": {
        "Line": [
          {
            "Amount": 1,
            "itemId": "={{ $json.item.id }}",
            "DetailType": "SalesItemLineDetail",
            "Description": "Jotform submission"
          }
        ],
        "resource": "invoice",
        "operation": "create",
        "CustomerRef": "={{ $json.customer.id }}",
        "additionalFields": {}
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "E1S8XZZk9iMCPDSN",
          "name": "QuickBooks Online account"
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    {
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      "name": "Rechnung senden",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
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      "parameters": {
        "email": "={{ $('Add item id').item.json.customer.email }}",
        "resource": "invoice",
        "invoiceId": "={{ $json.Id }}",
        "operation": "send"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
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          "name": "QuickBooks Online account"
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      "typeVersion": 1
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    {
      "id": "470f1239-6ac7-4d01-bf20-1537618d65dc",
      "name": "Prüfen ob Kunde existiert",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        112,
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      ],
      "parameters": {
        "limit": 1,
        "filters": {
          "query": "=Where PrimaryEmailAddr = '{{ $json.customer.email }}'"
        },
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "E1S8XZZk9iMCPDSN",
          "name": "QuickBooks Online account"
        }
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      "name": "Notiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
        "color": 7,
        "width": 256,
        "height": 320,
        "content": "## Receive Submission\nReceives the product/service form submission from Jotform"
      },
      "typeVersion": 1
    },
    {
      "id": "89deb6f7-daed-472f-bd2e-d8ac900d9d67",
      "name": "Notiz1",
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      "parameters": {
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        "width": 400,
        "height": 320,
        "content": "## Check If Customer exists \nChecks if the customer exists in QBO or not"
      },
      "typeVersion": 1
    },
    {
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        "content": "## Customer Exists\nNow since the customer exists we will update the customer details like updating the billing details with the new one"
      },
      "typeVersion": 1
    },
    {
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      "name": "Kunde anlegen",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
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      ],
      "parameters": {
        "operation": "create",
        "displayName": "=",
        "additionalFields": {
          "BillAddr": {
            "details": {
              "City": "={{ $('Format data').item.json.address.city }}",
              "Line1": "={{ $('Format data').item.json.address.line1 }}",
              "PostalCode": "={{ $('Format data').item.json.address.postalZipCode }}"
            }
          },
          "GivenName": "={{ $('Format data').item.json.customer.name }}",
          "PrimaryPhone": "={{ $('Format data').item.json.customer.phone }}",
          "PrimaryEmailAddr": "={{ $('Format data').item.json.customer.email }}"
        }
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      "name": "Kunde aktualisieren",
      "type": "n8n-nodes-base.quickbooks",
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      "parameters": {
        "operation": "update",
        "customerId": "={{ $json.Id }}",
        "updateFields": {
          "BillAddr": {
            "details": {
              "City": "={{ $('Format data').item.json.address.city }}",
              "Line1": "={{ $('Format data').item.json.address.line1 }}",
              "PostalCode": "={{ $('Format data').item.json.address.postalZipCode }}"
            }
          },
          "GivenName": "={{ $('Format data').item.json.customer.name }}",
          "PrimaryPhone": "={{ $('Format data').item.json.customer.phone }}"
        }
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        "width": 304,
        "height": 320,
        "content": "## Customer Doesn't Exist\nNow since the customer doesn't exist we will create new customer"
      },
      "typeVersion": 1
    },
    {
      "id": "55057374-89e8-4d09-99ef-03e6431b12e5",
      "name": "Notiz4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
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        "width": 256,
        "height": 320,
        "content": "## Get The Item\nGets the selected product/service from QBO"
      },
      "typeVersion": 1
    },
    {
      "id": "a9f1d66c-3a73-47a3-8c47-2aed6585a29b",
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        "height": 320,
        "content": "## Create The Invoice\nCreates a new invoice for that customer"
      },
      "typeVersion": 1
    },
    {
      "id": "d676861e-120a-458b-839e-2c1add976bec",
      "name": "Notiz6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
        "color": 7,
        "width": 256,
        "height": 320,
        "content": "## Send The Invoice\nSends the newly created invoice for that customer(via email)"
      },
      "typeVersion": 1
    },
    {
      "id": "77305ded-214f-4d16-8993-70f6fda69f8e",
      "name": "Notiz7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
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        "height": 1280,
        "content": "## Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks \nThis workflow automates the entire process of receiving a product/service order, checking or creating a customer in **QuickBooks Online (QBO)**, generating an invoice, emailing it — all triggered by a form submission (via **Jotform**), and sending invoice reminders.\n\n## How It Works\n### 1- Receive Submission\n* Triggered when a user submits a form.\n* Collects data like customer details, selected product/service, etc.\n\n### 2- Check If Customer Exists\n* Searches QBO to determine if the customer already exists.\n* ✅ **If Customer Exists:** **Update** customer details (e.g., billing address).\n* ❌ **If Customer Doesn’t Exist:** **Create** a new customer in QBO.\n\n### 3- Get The Item\n* Retrieves the selected product or service from QBO.\n\n### 4- Create The Invoice\n* Generates a new invoice for the customer using the item selected.\n\n### 5- Send The Invoice\n* Automatically sends the invoice via email to the customer.\n\n### 6- Store The Invoice In DB\n* Stores the needed invoice details in the DB.\n\n### 7- Send Reminders\n* Every day at 8 AM, the automation checks each invoice to decide whether to:\n    * send a reminder email,\n    * skip and send it later, or\n    * delete the invoice from the DB (if it's paid or all reminders have been sent).\n\n## Who Can Benefit from This Workflow?\n* **Freelancers**\n* **Service Providers**\n* **Consultants & Coaches**\n* **Small Businesses**\n* **E-commerce or Custom Product Sellers**\n\n## Requirements\n- Jotform webhook setup, more info [here](https://www.jotform.com/help/245-how-to-setup-a-webhook-with-jotform/)\n- QuickBooks Online credentials, more info [here](https://developer.intuit.com/app/developer/qbo/docs/get-started/get-client-id-and-client-secret)\n- Email setup, update email nodes (`Send reminder email` & `Send reminders sent summary`)\n- Create data table with the following columns:\n    * invoiceId (string)\n    * remainingAmount (number)\n    * currency (string)\n    * remindersSent (number)\n    * lastSentAt (date time)\n- Update `Add reminders config` node so update the data table id and intervals in days (default is after 2 days, then after 3 days and finally after 5 days )\n- LLM model credentials"
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      "typeVersion": 1
    },
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      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
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        "width": 256,
        "height": 320,
        "content": "## Format Data\nFormats the data thus making it easier to be used in other nodes"
      },
      "typeVersion": 1
    },
    {
      "id": "d1f516d0-bed4-4946-80aa-701809317d07",
      "name": "Daten formatieren",
      "type": "n8n-nodes-base.code",
      "position": [
        -160,
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      ],
      "parameters": {
        "jsCode": "function extractAddressData(text) {\n  const regex = /Street Address:\\s*([^<]+)<br>Street Address Line 2:\\s*([^<]+)<br>City:\\s*([^<]+)<br>State \\/ Province:\\s*([^<]+)<br>Postal \\/ Zip Code:\\s*([^<]+)<br>Country:\\s*([^<]+)<br>/;\n  const matches = text.match(regex);\n  \n  if (matches) {\n    return {\n      line1: matches[1].trim(),\n      line2: matches[2].trim(),\n      city: matches[3].trim(),\n      stateProvince: matches[4].trim(),\n      postalZipCode: matches[5].trim(),\n      country: matches[6].trim()\n    };\n  }\n  \n  return {\n    line1: null,\n    line2: null,\n    city: null,\n    stateProvince: null,\n    postalZipCode: null,\n    country: null\n  }\n}\n\nreturn {\n  address: extractAddressData($input.first().json.body.billingAddress),\n  customer: {\n    name: $input.first().json.body.name,\n    email: $input.first().json.body.email,\n    phone: $input.first().json.body.phone\n  },\n  item: {\n    name: $input.first().json.body.itemName\n  }\n}"
      },
      "typeVersion": 2
    },
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      "id": "91b01b8d-8a27-4867-8f45-1739c0ada19d",
      "name": "Notiz9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "color": 7,
        "width": 256,
        "height": 320,
        "content": "## Add Customer Id\nAdds customer id to the data"
      },
      "typeVersion": 1
    },
    {
      "id": "7ef2bbb3-5ae0-4859-8b0b-d27c4cf1db40",
      "name": "Kunden-ID hinzufügen",
      "type": "n8n-nodes-base.code",
      "position": [
        944,
        0
      ],
      "parameters": {
        "jsCode": "return {\n  ...$('Format data').first().json,\n  customer: {\n    ...$('Format data').first().json.customer,\n    id: $input.first().json.Id\n  }\n}"
      },
      "typeVersion": 2
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      "name": "Notiz10",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
        "color": 7,
        "width": 256,
        "height": 320,
        "content": "## Add Item Id\nAdds item (service/product) id to the data"
      },
      "typeVersion": 1
    },
    {
      "id": "fb80d92a-9bb5-4090-8c6a-e2cc7aa47ca8",
      "name": "Artikel-ID hinzufügen",
      "type": "n8n-nodes-base.code",
      "position": [
        1552,
        0
      ],
      "parameters": {
        "jsCode": "return {\n  ...$('Add customer id').first().json,\n  item: {\n    ...$('Add customer id').first().json.item,\n    id: $input.first().json.Id\n  }\n}"
      },
      "typeVersion": 2
    },
    {
      "id": "01b200fe-27ae-482d-977c-c786c3c890b8",
      "name": "Erinnerungskonfiguration hinzufügen",
      "type": "n8n-nodes-base.set",
      "position": [
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      "parameters": {
        "mode": "raw",
        "options": {},
        "jsonOutput": "={\n  \"dataTableId\": \"\",\n  \"reminderIntervalsInDays\": [2, 3, 5],\n  isInvoiceTrigger: {{ $json[\"Day of week\"] ? false : true }}\n}\n "
      },
      "typeVersion": 3.4
    },
    {
      "id": "82442769-b159-4420-907e-5b84da107365",
      "name": "Erinnerungs-E-Mail senden",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        2928,
        1072
      ],
      "webhookId": "8f9ba8d7-7a97-4926-b640-8dc93c30eed8",
      "parameters": {
        "html": "=<!DOCTYPE html>\n<html>\n<head>\n  <style>\n    body {\n      font-family: Arial, sans-serif;\n      color: #333;\n      line-height: 1.6;\n    }\n    .container {\n      width: 100%;\n      max-width: 600px;\n      margin: 0 auto;\n      padding: 20px;\n      border: 1px solid #f1f1f1;\n      border-radius: 5px;\n      background-color: #f9f9f9;\n    }\n    .header {\n      text-align: center;\n      background-color: #007bff;\n      color: white;\n      padding: 10px;\n      border-radius: 5px;\n    }\n    .footer {\n      text-align: center;\n      color: #777;\n      font-size: 0.8em;\n      margin-top: 20px;\n    }\n    .button {\n      background-color: #28a745;\n      color: white;\n      text-decoration: none;\n      padding: 10px 20px;\n      border-radius: 5px;\n      display: inline-block;\n      margin-top: 20px;\n    }\n  </style>\n</head>\n<body>\n  <div class=\"container\">\n    <div class=\"header\">\n      <h2>Invoice Reminder: {{ $json.DocNumber }}</h2>\n    </div>\n    \n    <p>Dear,</p>\n    \n    <p>This is a friendly reminder that your invoice with us is due soon. We kindly ask you to review and complete the payment as soon as possible to avoid any delays.</p>\n    \n    <p><strong>Invoice Number:</strong> {{ $json.DocNumber }}</p>\n    <p><strong>Due Date:</strong> {{ $json.DueDate }}</p>\n    \n    <p>Please click the button below to view and pay your invoice:</p>\n    \n    <a href=\"{{ $json.InvoiceLink }}\" class=\"button\">View & Pay Invoice</a>\n    \n    <p>Thank you for your prompt attention to this matter. If you have any questions or need assistance, feel free to contact us.</p>\n    \n    <p>Best regards, <br>\n    [Your Company Name] <br>\n    [Your Contact Information]</p>\n    \n    <div class=\"footer\">\n      <p>&copy; {{ $now.year }} [Your Company Name]. All rights reserved.</p>\n    </div>\n  </div>\n</body>\n</html>\n",
        "options": {},
        "subject": "=Friendly Reminder: Your Invoice is Due Soon – {{ $json.DocNumber }}",
        "toEmail": "={{ $json.BillEmail.Address }}",
        "fromEmail": "reminders@example.com"
      },
      "credentials": {
        "smtp": {
          "id": "awV8UBK3MYzosMxe",
          "name": "Mailtrap SMTP account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "e3ae7c0a-234e-453b-848e-e767ff3e9782",
      "name": "Rechnungs-ID in DB einfügen",
      "type": "n8n-nodes-base.dataTable",
      "position": [
        1664,
        512
      ],
      "parameters": {
        "columns": {
          "value": {
            "currency": "={{ $('Send the invoice').item.json.CurrencyRef.value }}",
            "invoiceId": "={{ $('Send the invoice').item.json.Id }}",
            "remindersSent": 0,
            "remainingAmount": "={{ $('Send the invoice').item.json.Balance }}"
          },
          "schema": [
            {
              "id": "invoiceId",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "invoiceId",
              "defaultMatch": false
            },
            {
              "id": "remainingAmount",
              "type": "number",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "remainingAmount",
              "defaultMatch": false
            },
            {
              "id": "currency",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "currency",
              "defaultMatch": false
            },
            {
              "id": "remindersSent",
              "type": "number",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "remindersSent",
              "defaultMatch": false
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {
          "optimizeBulk": false
        },
        "dataTableId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Add reminders config').item.json.dataTableId }}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "9e0665a6-4f7a-44b6-9869-96dd33bec396",
      "name": "Rechnungen abrufen",
      "type": "n8n-nodes-base.dataTable",
      "position": [
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      ],
      "parameters": {
        "operation": "get",
        "returnAll": true,
        "dataTableId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Add reminders config').item.json.dataTableId }}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "2a9f0ce2-e79a-4fb6-8a0f-3a1215b7261e",
      "name": "Rechnung abrufen",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        2368,
        1104
      ],
      "parameters": {
        "resource": "invoice",
        "invoiceId": "={{ $json.invoiceId }}"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "E1S8XZZk9iMCPDSN",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "732054e0-e0ce-4c90-a519-21f0e56c94ce",
      "name": "If2",
      "type": "n8n-nodes-base.if",
      "position": [
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      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "82853a4e-d488-49cd-8e36-ba1a737c519b",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.isInvoiceTrigger }}",
              "rightValue": "0"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "2d070d34-2b5a-4126-82c3-18ea4ddfd308",
      "name": "KI-Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        2736,
        544
      ],
      "parameters": {
        "text": "={{ $('Get today's sent reminders').all() }}",
        "options": {
          "systemMessage": "=You are an AI assistant that generates a daily reminder summary for invoices. You will receive a list of invoice data and your task is to summarize how many reminders have been sent for each invoice today.\n\nInput Data:\nThe input data is a list of invoices with the following fields:\n- remainingAmount: The remaining amount the customer still needs to pay.\n- currency: The currency of the remaining amount (e.g., USD, EUR).\n- remindersSent: The total number of reminders that have been sent for this invoice.\n\nGoal:\n1- Summarize the reminders sent today:\n- Count how many reminders have been sent for all invoices provided in the input.\n\n2- Generate a professional HTML email summary:\n- Use the information from the invoices to create a summary in HTML format.\n- Include a greeting for the team (e.g., \"Sales Team\", \"Finance Team\").\n- Display a total count of reminders sent today.\n- Include invoice-level details such as invoiceId, remainingAmount, currency, and remindersSent.\n\nFormatting Guidelines:\n1- The summary should always be structured as an HTML email.\n2- The summary should be clear, readable, and professional.\n3- You may choose the layout that feels most appropriate, but always include:\n  - A greeting (e.g., \"Dear Team,\").\n  - A total number of reminders sent today.\n  - A list of invoices with invoiceId, remainingAmount, currency, and remindersSent.\n4- Closing with generic sign-off.\n\nExample input:\n[\n  {\n    \"id\": 70,\n    \"createdAt\": \"2025-10-10T16:50:54.851Z\",\n    \"updatedAt\": \"2025-10-15T16:50:54.851Z\",\n    \"invoiceId\": \"158\",\n    \"remainingAmount\": 10,\n    \"currency\": \"USD\",\n    \"remindersSent\": 5\n  },\n  {\n    \"id\": 80,\n    \"createdAt\": \"2025-10-12T17:50:54.851Z\",\n    \"updatedAt\": \"2025-10-15T16:50:54.851Z\",\n    \"invoiceId\": \"160\",\n    \"remainingAmount\": 30,\n    \"currency\": \"EUR\",\n    \"remindersSent\": 3\n  }\n]\n\nExample of Expected Output:\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n  <meta charset=\"UTF-8\">\n  <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\n  <title>Reminder Summary for Today</title>\n  <style>\n    body { font-family: Arial, sans-serif; color: #333; line-height: 1.6; }\n    .table { width: 100%; margin-top: 20px; border-collapse: collapse; }\n    .table th, .table td { border: 1px solid #ddd; padding: 8px; text-align: left; }\n    .table th { background-color: #f2f2f2; }\n    .summary { font-size: 16px; margin-top: 20px; }\n  </style>\n</head>\n<body>\n  <div class=\"content\">\n    <p>Dear Sales Team,</p>\n    \n    <p>Here is a summary of the reminders sent today:</p>\n    \n    <div class=\"summary\">\n      <strong>Total reminders sent today: 2</strong>\n    </div>\n\n    <table class=\"table\">\n      <thead>\n        <tr>\n          <th>Invoice ID</th>\n          <th>Remaining Amount</th>\n          <th>Currency</th>\n          <th>Total Reminders Sent</th>\n        </tr>\n      </thead>\n      <tbody>\n        <tr>\n          <td>158</td>\n          <td>$10.00</td>\n          <td>USD</td>\n          <td>5</td>\n        </tr>\n        <tr>\n          <td>160</td>\n          <td>€30.00</td>\n          <td>EUR</td>\n          <td>3</td>\n        </tr>\n      </tbody>\n    </table>\n\n    <p>If you need further details, feel free to reach out!</p>\n\n    <p>Best regards,<br>AI Assistant</p>\n  </div>\n</body>\n</html>"
        },
        "promptType": "define"
      },
      "executeOnce": true,
      "typeVersion": 2.2
    },
    {
      "id": "7937ae1d-7795-43e6-8a46-7683e8c9b887",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        2736,
        752
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini",
          "cachedResultName": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "ns8LVe1zpSS3Kw9p",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "d85b60a1-eee2-4264-9872-3ba1aa080fd6",
      "name": "Zusammenfassung gesendeter Erinnerungen senden",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        3008,
        544
      ],
      "webhookId": "8f9ba8d7-7a97-4926-b640-8dc93c30eed8",
      "parameters": {
        "html": "={{ $json.output }}",
        "options": {},
        "subject": "=Summary of today's reminders sent",
        "toEmail": "=sales@example.com",
        "fromEmail": "reminders@example.com"
      },
      "credentials": {
        "smtp": {
          "id": "awV8UBK3MYzosMxe",
          "name": "Mailtrap SMTP account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "2adb26b7-138d-47ac-9994-f41734a08bb1",
      "name": "Switch",
      "type": "n8n-nodes-base.switch",
      "position": [
        2672,
        1120
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "send now",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "df179cc3-60b8-4b49-9fb7-0adabcc3e394",
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": "={{ $json.Balance > 0 && DateTime.fromISO($('Loop over invoices').item.json.updatedAt).plus($('Add reminders config').item.json.reminderIntervalsInDays[$('Loop over invoices').item.json.remindersSent], 'days').format('yyyy-MM-dd') == $now.format('yyyy-MM-dd') }}",
                    "rightValue": ""
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "already paid ",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "cf03d75d-6560-42ed-8293-3d5e9399b9e3",
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": "={{ $json.Balance == 0 }}",
                    "rightValue": ""
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "send later",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "81cb838e-79c8-4c92-964f-f7f5cd44a498",
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": true,
                    "rightValue": ""
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.3
    },
    {
      "id": "1e7f2060-d40c-4286-8dcc-8ba10e7e305a",
      "name": "Erinnerungsplan-Auslöser",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        608,
        704
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 8
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "2a099299-21f0-4cab-be4d-9681b3b2275c",
      "name": "Notiz11",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        512,
        576
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 320,
        "content": "## Schedule Trigger\nSchedules reminders trigger daily at 8 AM"
      },
      "typeVersion": 1
    },
    {
      "id": "e0a1ff93-c702-4d33-9f4e-0ddd7f1100c9",
      "name": "Notiz12",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        864,
        528
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 368,
        "content": "## Add Reminders Config\nAdds reminders config details like `intervals in days` so first reminder will be sent after 2 days, second one after 3 days and final one after 5 days"
      },
      "typeVersion": 1
    },
    {
      "id": "b9bd6ddb-e0c3-4854-8c8b-4a22b38bdd2b",
      "name": "Notiz13",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1216,
        528
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 368,
        "content": "## Check Trigger\nChecks if the previous node has been executed by the above workflow or by the schedule trigger"
      },
      "typeVersion": 1
    },
    {
      "id": "77cb167f-0c90-4aa4-b020-c77b835a26d1",
      "name": "Notiz14",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1568,
        352
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 336,
        "content": "## Insert Invoice To DB\nInserts newly created invoice needed details to DB so customer will be notified later on about the invoice"
      },
      "typeVersion": 1
    },
    {
      "id": "d31000ab-9d9d-4227-9a93-01036c923d9a",
      "name": "Notiz15",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1568,
        736
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 336,
        "content": "## Get All Invoices\nGets all the invoices from DB"
      },
      "typeVersion": 1
    },
    {
      "id": "56b19a69-6d11-4076-9e61-6356bd2adfa2",
      "name": "Notiz16",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1920,
        752
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 320,
        "content": "## Loop Over Invoices\nLoops over invoices one by one"
      },
      "typeVersion": 1
    },
    {
      "id": "e91fe671-1908-49b9-8b62-e84cd4fe74c5",
      "name": "Rechnungen durchlaufen",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        2016,
        880
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "7084224a-1b22-4104-bf1b-063591afc78f",
      "name": "Notiz17",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2272,
        544
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 352,
        "content": "## Get Sent Reminders\nGets today's sent reminders from DB"
      },
      "typeVersion": 1
    },
    {
      "id": "c81a0b9a-e704-4887-8510-cb8809ee3039",
      "name": "Notiz18",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2272,
        944
      ],
      "parameters": {
        "color": 7,
        "width": 304,
        "height": 368,
        "content": "## Get Invoice Details\nGets the invoice details from QBO so we know whether or not any changes have been made or not"
      },
      "typeVersion": 1
    },
    {
      "id": "ce3e2b9c-f7b7-4d45-a92d-df893eec233f",
      "name": "Heutige gesendete Erinnerungen abrufen",
      "type": "n8n-nodes-base.dataTable",
      "position": [
        2368,
        688
      ],
      "parameters": {
        "filters": {
          "conditions": [
            {
              "keyName": "lastSentAt",
              "keyValue": "={{ $now.startOf('day').toUTC().toString() }}",
              "condition": "gte"
            }
          ]
        },
        "matchType": "allConditions",
        "operation": "get",
        "returnAll": true,
        "dataTableId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Add reminders config').item.json.dataTableId }}"
        }
      },
      "executeOnce": true,
      "typeVersion": 1
    },
    {
      "id": "f2327c4c-3e7d-4c77-89ac-a3a8ec26c10e",
      "name": "Notiz19",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2624,
        416
      ],
      "parameters": {
        "color": 7,
        "width": 592,
        "height": 480,
        "content": "## Summarize Sent Reminders & Send An Email\nSummarizes today's sent reminders using AI and send a summery email to the team like sales team or finance team"
      },
      "typeVersion": 1
    },
    {
      "id": "793fa0f1-ac9e-47f0-bc79-898740e607c0",
      "name": "Gesendete Erinnerungen erhöhen",
      "type": "n8n-nodes-base.dataTable",
      "position": [
        3136,
        1072
      ],
      "parameters": {
        "columns": {
          "value": {
            "lastSentAt": "={{ $now.toISO() }}",
            "remindersSent": "={{ $('Loop over invoices').item.json.remindersSent + 1 }} "
          },
          "schema": [
            {
              "id": "invoiceId",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "invoiceId",
              "defaultMatch": false
            },
            {
              "id": "remainingAmount",
              "type": "number",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "remainingAmount",
              "defaultMatch": false
            },
            {
              "id": "currency",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "currency",
              "defaultMatch": false
            },
            {
              "id": "remindersSent",
              "type": "number",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "remindersSent",
              "defaultMatch": false
            },
            {
              "id": "lastSentAt",
              "type": "dateTime",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "lastSentAt",
              "defaultMatch": false
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "filters": {
          "conditions": [
            {
              "keyName": "invoiceId",
              "keyValue": "={{ $('Loop over invoices').item.json.invoiceId }}"
            }
          ]
        },
        "options": {},
        "matchType": "allConditions",
        "operation": "update",
        "dataTableId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Add reminders config').item.json.dataTableId }}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "756cbd66-5cba-409e-9fda-b502389e549f",
      "name": "Rechnung löschen",
      "type": "n8n-nodes-base.dataTable",
      "position": [
        3616,
        1232
      ],
      "parameters": {
        "filters": {
          "conditions": [
            {
              "keyValue": "={{ $('Loop over invoices').item.json.id }}"
            }
          ]
        },
        "options": {},
        "matchType": "allConditions",
        "operation": "deleteRows",
        "dataTableId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Add reminders config').item.json.dataTableId }}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "8595b67d-afc5-432b-a71e-2129ec1086b5",
      "name": "If3",
      "type": "n8n-nodes-base.if",
      "position": [
        3344,
        1072
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "f7c9422b-bfd2-4006-9d81-d2332e95532a",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.remindersSent >= $('Add reminders config').item.json.reminderIntervalsInDays.length }}",
              "rightValue": 0
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "36acca5c-6e26-4694-bf3a-f32e5a2393a2",
      "name": "Notiz20",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2624,
        944
      ],
      "parameters": {
        "color": 7,
        "width": 1184,
        "height": 480,
        "content": "## Send Reminders Logic\nThe logic that decides whether or not to send a reminder email now, skip it and send it later or delete the invoice/s from DB (because all the reminders have been sent or the invoice has been paid)"
      },
      "typeVersion": 1
    }
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            "x-forwarded-host": "d1e9c8896723.ngrok-free.app",
            "x-forwarded-proto": "https",
            "jf-trace-parent-id": "bd412a79ce24cd1e"
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          "webhookUrl": "http://localhost:5678/webhook-test/requests",
          "executionMode": "test"
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