Jotform, QuickBooks 및 Outlook으로 청구서 생성 및 고객에게 알림 전송
고급
이것은자동화 워크플로우로, 48개의 노드를 포함합니다.주로 If, Set, Code, Switch, Webhook 등의 노드를 사용하며. Jotform, QuickBooks 및 Outlook AI를 통한 인보이스 생성 및 지능형 알림 자동화
사전 요구사항
- •HTTP Webhook 엔드포인트(n8n이 자동으로 생성)
- •OpenAI API Key
사용된 노드 (48)
카테고리
-
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
"id": "mzi5wp1EIEjfi54m",
"meta": {
"instanceId": "3549451ca835035557d5dc1c3d9e6ba924e7314534a74c901f66b91f9ef6023e",
"templateCredsSetupCompleted": true
},
"name": "Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Outlook",
"tags": [],
"nodes": [
{
"id": "dfd3e6f4-25fd-4ae7-af50-6fe33f22792a",
"name": "Receive form submission",
"type": "n8n-nodes-base.webhook",
"position": [
-464,
0
],
"webhookId": "497e4b6f-7d3d-4839-8acb-68719b65491c",
"parameters": {
"path": "497e4b6f-7d3d-4839-8acb-68719b65491c",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "4e11a957-5017-4e9a-84b8-11807bfb93e5",
"name": "If",
"type": "n8n-nodes-base.if",
"position": [
320,
0
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "bfa24559-7702-4ebf-909d-c5c2a60ad817",
"operator": {
"type": "object",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json }}",
"rightValue": 0
},
{
"id": "b4301cfe-a22a-490f-a72b-50d266bc1c5e",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.Id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "109ce30c-9aed-47db-b07d-6268ae7b06be",
"name": "Get the product",
"type": "n8n-nodes-base.quickbooks",
"position": [
1248,
0
],
"parameters": {
"limit": 1,
"filters": {
"query": "=WHERE name = '{{ $json.item.name }}'"
},
"resource": "item",
"operation": "getAll"
},
"typeVersion": 1
},
{
"id": "4e94366d-4ad2-4fdf-9167-f06773b446dc",
"name": "Create the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
1856,
0
],
"parameters": {
"Line": [
{
"Amount": 1,
"itemId": "={{ $json.item.id }}",
"DetailType": "SalesItemLineDetail",
"Description": "Jotform submission"
}
],
"resource": "invoice",
"operation": "create",
"CustomerRef": "={{ $json.customer.id }}",
"additionalFields": {}
},
"typeVersion": 1
},
{
"id": "ada8e07e-7416-409b-b576-71a598af44b6",
"name": "Send the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
2160,
0
],
"parameters": {
"email": "={{ $('Add item id').item.json.customer.email }}",
"resource": "invoice",
"invoiceId": "={{ $json.Id }}",
"operation": "send"
},
"typeVersion": 1
},
{
"id": "5861c8ac-5d8a-4fa4-8406-6f8f26d07a68",
"name": "Check if the customer exists",
"type": "n8n-nodes-base.quickbooks",
"position": [
112,
0
],
"parameters": {
"limit": 1,
"filters": {
"query": "=Where PrimaryEmailAddr = '{{ $json.customer.email }}'"
},
"operation": "getAll"
},
"typeVersion": 1
},
{
"id": "4bc24612-97d4-405a-96ca-d39659929e83",
"name": "메모",
"type": "n8n-nodes-base.stickyNote",
"position": [
-544,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Receive Submission\nReceives the product/service form submission from Jotform"
},
"typeVersion": 1
},
{
"id": "6afb6f6c-d768-4e07-abef-7a60d8e2f6e8",
"name": "메모1",
"type": "n8n-nodes-base.stickyNote",
"position": [
64,
-112
],
"parameters": {
"color": 7,
"width": 400,
"height": 320,
"content": "## Check If Customer exists \nChecks if the customer exists in QBO or not"
},
"typeVersion": 1
},
{
"id": "80b25818-7cd7-4a9a-bd14-1bb8430a2621",
"name": "메모2",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
-336
],
"parameters": {
"color": 7,
"width": 304,
"height": 336,
"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
},
{
"id": "0d3f189d-c6a1-46b2-bad6-1b4ad6bd97dd",
"name": "Create the customer",
"type": "n8n-nodes-base.quickbooks",
"position": [
608,
176
],
"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 }}"
}
},
"typeVersion": 1
},
{
"id": "29e5128b-ba7f-40f8-9989-6484a6bdc765",
"name": "Update the customer",
"type": "n8n-nodes-base.quickbooks",
"position": [
608,
-192
],
"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 }}"
}
},
"typeVersion": 1
},
{
"id": "5dceabf1-2723-44bc-aa11-b5d594402827",
"name": "메모3",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
48
],
"parameters": {
"color": 7,
"width": 304,
"height": 320,
"content": "## Customer Doesn't Exist\nNow since the customer doesn't exist we will create new customer"
},
"typeVersion": 1
},
{
"id": "713ab8c2-74ce-4d08-8304-a66e33255c27",
"name": "메모4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1168,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Get The Item\nGets the selected product/service from QBO"
},
"typeVersion": 1
},
{
"id": "f869fc37-46e9-4789-a9d9-aaaeb1bd9369",
"name": "메모5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1776,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Create The Invoice\nCreates a new invoice for that customer"
},
"typeVersion": 1
},
{
"id": "8122f6e9-788c-44c8-8c22-fe064574bc6d",
"name": "메모6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2080,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Send The Invoice\nSends the newly created invoice for that customer(via email)"
},
"typeVersion": 1
},
{
"id": "218806fb-96e1-4ee9-97f5-069204d374d0",
"name": "메모7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1664,
-416
],
"parameters": {
"width": 1072,
"height": 1280,
"content": "## Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Outlook\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`), more info about Outlook setup [here](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.microsoftoutlook)\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"
},
"typeVersion": 1
},
{
"id": "1e20f507-a921-421a-8779-d6a917bb24c0",
"name": "메모8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Format Data\nFormats the data thus making it easier to be used in other nodes"
},
"typeVersion": 1
},
{
"id": "5a98fa14-9c80-4f8b-a85f-da9a1cd7e199",
"name": "Format data",
"type": "n8n-nodes-base.code",
"position": [
-160,
0
],
"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: $input.first().json.body.itemName\n }\n}"
},
"typeVersion": 2
},
{
"id": "8f5cc73b-bc63-467c-84aa-d2e4f28a2174",
"name": "메모9",
"type": "n8n-nodes-base.stickyNote",
"position": [
864,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Add Customer Id\nAdds customer id to the data"
},
"typeVersion": 1
},
{
"id": "0d92ccac-d3e6-4b8a-acf6-11b4cb9e6a9d",
"name": "Add customer id",
"type": "n8n-nodes-base.code",
"position": [
944,
0
],
"parameters": {
"jsCode": "return {\n ...$('Format data').first().json,\n customer: {\n ...$('Format data').first().json.customer,\n id: $input.first().json.Id\n }\n}"
},
"typeVersion": 2
},
{
"id": "2c1951b2-350b-43c7-8851-07d85790c641",
"name": "메모10",
"type": "n8n-nodes-base.stickyNote",
"position": [
1472,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## Add Item Id\nAdds item (service/product) id to the data"
},
"typeVersion": 1
},
{
"id": "cedfacf7-2213-484b-8174-6dd73ce93949",
"name": "Add item id",
"type": "n8n-nodes-base.code",
"position": [
1552,
0
],
"parameters": {
"jsCode": "return {\n ...$('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": "953beffa-e3b2-44f0-aaa2-5dc8c88245b1",
"name": "Add reminders config",
"type": "n8n-nodes-base.set",
"position": [
960,
704
],
"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": "e87fdf1d-716b-48a7-ab53-0c55f51c4039",
"name": "Insert invoice id to DB",
"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": "d403d5f1-09b4-47c0-97e6-c8a0f81d0445",
"name": "Get Invoices",
"type": "n8n-nodes-base.dataTable",
"position": [
1664,
880
],
"parameters": {
"operation": "get",
"returnAll": true,
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Add reminders config').item.json.dataTableId }}"
}
},
"typeVersion": 1
},
{
"id": "33323ad8-be85-4fb5-921f-e36841fdcadc",
"name": "Get the invoice",
"type": "n8n-nodes-base.quickbooks",
"position": [
2368,
1104
],
"parameters": {
"resource": "invoice",
"invoiceId": "={{ $json.invoiceId }}"
},
"typeVersion": 1
},
{
"id": "6221744a-f461-47c0-bec0-506a454fc239",
"name": "If2",
"type": "n8n-nodes-base.if",
"position": [
1312,
704
],
"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": "6edd150f-3e91-4ca9-833d-d34ab1153859",
"name": "AI 에이전트",
"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": "60bf7601-9f99-492c-a097-48149628a7ed",
"name": "OpenAI 채팅 모델",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2736,
752
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini",
"cachedResultName": "gpt-4o-mini"
},
"options": {}
},
"typeVersion": 1.2
},
{
"id": "293786e1-99ec-4e92-9717-3a899b04a590",
"name": "스위치",
"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": "9bbf8609-567a-4984-ae2d-024fc8539141",
"name": "Schedule reminders trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
608,
704
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "e4fe254f-5cbe-4d92-9b90-b0cf9349324c",
"name": "메모11",
"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": "86b73b0c-74d8-4dd3-a10d-e15908c2ba0c",
"name": "메모12",
"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": "583bc83c-547c-4547-b4e5-675ea065cb5c",
"name": "메모13",
"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": "93d6d0b5-e865-429c-b88e-7864ee4ab317",
"name": "메모14",
"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": "a5978022-c0af-4351-b8c2-5cdcddd3b498",
"name": "메모15",
"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": "573bfa8e-b956-4e25-afdd-a945c5ad076a",
"name": "메모16",
"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": "5b2e5842-65e9-4c17-bcff-c516f5de0d26",
"name": "Loop over invoices",
"type": "n8n-nodes-base.splitInBatches",
"position": [
2016,
880
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "15b5404b-10e7-4123-bdcb-ceb89a368bd7",
"name": "메모17",
"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": "c21c43a0-bd16-43e7-8b90-aef52d06017d",
"name": "메모18",
"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": "b5e9319e-fcf5-4102-a0ea-9486fcf3d69f",
"name": "Get today's sent reminders",
"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": "99145c7b-e9ea-4e3f-af00-f6ecae22f2a1",
"name": "메모19",
"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": "210ad0cd-887c-4233-a3fe-03f852506712",
"name": "Increase sent reminders",
"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": "897493e1-e523-4432-bd88-4f35ee0e042f",
"name": "Delete invoice",
"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": "0d86331a-93e1-4128-b97e-bc200940ea5a",
"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": "7933de48-c237-48c5-9a5e-0a8b7e34fe3b",
"name": "메모20",
"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
},
{
"id": "7240f3aa-3a81-46d5-abc5-4baf299921a0",
"name": "Send reminder email",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
2912,
1072
],
"webhookId": "f8c9aa67-32c5-46ee-bbb4-477f9ea67e88",
"parameters": {
"subject": "=Friendly Reminder: Your Invoice is Due Soon – {{ $json.DocNumber }}",
"bodyContent": "=<!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>© {{ $now.year }} [Your Company Name]. All rights reserved.</p>\n </div>\n </div>\n</body>\n</html>",
"toRecipients": "={{ $json.BillEmail.Address }}",
"additionalFields": {}
},
"typeVersion": 2
},
{
"id": "4c282175-e488-4663-9503-0c98bac9714a",
"name": "Send reminders sent summary",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
3008,
544
],
"webhookId": "8304fb19-f9d1-4028-afd7-223dd698f664",
"parameters": {
"subject": "=Summary of today's reminders sent",
"bodyContent": "={{ $json.output }}",
"toRecipients": "=sales@example.com",
"additionalFields": {}
},
"typeVersion": 2
}
],
"active": false,
"pinData": {
"Receive form submission": [
{
"json": {
"body": {
"name": "Adrian Mathews",
"email": "gexupariq@mailinator.com",
"phone": "(116) 777-9916",
"itemName": "Design",
"billingAddress": "Street Address: Nulla quia debitis est quam facilis amet enim cupidatat officia autem consequatur qui quis dolorem<br>Street Address Line 2: Possimus perferendis ad veritatis quia animi<br>City: Voluptatibus eveniet harum unde dolor doloremque cumque dol<br>State / Province: Reprehenderit rerum voluptas magni ut minim ad deleniti eni<br>Postal / Zip Code: 17167<br>Country: Seychelles<br>"
},
"query": {},
"params": {},
"headers": {
"host": "d1e9c8896723.ngrok-free.app",
"accept": "*/*",
"referer": "https://submit.jotform.com",
"newrelic": "eyJ2IjpbMCwxXSwiZCI6eyJ0eSI6IkFwcCIsImFjIjoiNjkxNjIwIiwiYXAiOiIyMzAwNjE1MDQiLCJpZCI6IjA4ZDNjNWMxYzllOTFjOTUiLCJ0ciI6ImJlYjVkMjFhZGM5NDg0YzQiLCJ0eCI6ImJlYjVkMjFhZGM5NDg0YzQiLCJwciI6MS4zODg2NCwic2EiOnRydWUsInRpIjoxNzYwNTI5MDQ3NjY5fX0=",
"tracestate": "691620@nr=0-0-691620-230061504-08d3c5c1c9e91c95-beb5d21adc9484c4-1-1.388638-1760529047669",
"user-agent": "Mozilla/5.0 (api.jotform.com; en-US; rv:1.9.2.13) Gecko/20101203 Firefox/3.6.13",
"traceparent": "00-0000000000000000beb5d21adc9484c4-08d3c5c1c9e91c95-01",
"content-type": "application/json",
"content-length": "517",
"accept-encoding": "deflate, gzip, br, zstd",
"x-forwarded-for": "35.222.57.81",
"x-forwarded-host": "d1e9c8896723.ngrok-free.app",
"x-forwarded-proto": "https",
"jf-trace-parent-id": "bd412a79ce24cd1e"
},
"webhookUrl": "http://localhost:5678/webhook-test/requests",
"executionMode": "test"
}
}
]
},
"settings": {
"executionOrder": "v1"
},
"versionId": "94067d3f-ce8b-4049-acda-9f5b3c880b3c",
"connections": {
"4e11a957-5017-4e9a-84b8-11807bfb93e5": {
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[
{
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"type": "main",
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}
],
[
{
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"type": "main",
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}
]
]
},
"6221744a-f461-47c0-bec0-506a454fc239": {
"main": [
[
{
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"type": "main",
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}
],
[
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}
]
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},
"0d86331a-93e1-4128-b97e-bc200940ea5a": {
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[
{
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"type": "main",
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}
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[
{
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"type": "main",
"index": 0
}
]
]
},
"Switch": {
"main": [
[
{
"node": "7240f3aa-3a81-46d5-abc5-4baf299921a0",
"type": "main",
"index": 0
}
],
[
{
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"type": "main",
"index": 0
}
],
[
{
"node": "5b2e5842-65e9-4c17-bcff-c516f5de0d26",
"type": "main",
"index": 0
}
]
]
},
"AI Agent": {
"main": [
[
{
"node": "4c282175-e488-4663-9503-0c98bac9714a",
"type": "main",
"index": 0
}
]
]
},
"cedfacf7-2213-484b-8174-6dd73ce93949": {
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[
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"type": "main",
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}
]
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},
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}
]
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},
"d403d5f1-09b4-47c0-97e6-c8a0f81d0445": {
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},
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}
]
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},
"0d92ccac-d3e6-4b8a-acf6-11b4cb9e6a9d": {
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{
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}
]
]
},
"33323ad8-be85-4fb5-921f-e36841fdcadc": {
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[
{
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"type": "main",
"index": 0
}
]
]
},
"109ce30c-9aed-47db-b07d-6268ae7b06be": {
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[
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"ada8e07e-7416-409b-b576-71a598af44b6": {
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[
{
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}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"4e94366d-4ad2-4fdf-9167-f06773b446dc": {
"main": [
[
{
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"type": "main",
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}
]
]
},
"5b2e5842-65e9-4c17-bcff-c516f5de0d26": {
"main": [
[
{
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}
],
[
{
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"type": "main",
"index": 0
}
]
]
},
"0d3f189d-c6a1-46b2-bad6-1b4ad6bd97dd": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
},
"7240f3aa-3a81-46d5-abc5-4baf299921a0": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
},
"29e5128b-ba7f-40f8-9989-6484a6bdc765": {
"main": [
[
{
"node": "0d92ccac-d3e6-4b8a-acf6-11b4cb9e6a9d",
"type": "main",
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}
]
]
},
"953beffa-e3b2-44f0-aaa2-5dc8c88245b1": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
},
"210ad0cd-887c-4233-a3fe-03f852506712": {
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[
{
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"type": "main",
"index": 0
}
]
]
},
"e87fdf1d-716b-48a7-ab53-0c55f51c4039": {
"main": [
[]
]
},
"dfd3e6f4-25fd-4ae7-af50-6fe33f22792a": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
},
"b5e9319e-fcf5-4102-a0ea-9486fcf3d69f": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"9bbf8609-567a-4984-ae2d-024fc8539141": {
"main": [
[
{
"node": "953beffa-e3b2-44f0-aaa2-5dc8c88245b1",
"type": "main",
"index": 0
}
]
]
},
"5861c8ac-5d8a-4fa4-8406-6f8f26d07a68": {
"main": [
[
{
"node": "4e11a957-5017-4e9a-84b8-11807bfb93e5",
"type": "main",
"index": 0
}
]
]
}
}
}자주 묻는 질문
이 워크플로우를 어떻게 사용하나요?
위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.
이 워크플로우는 어떤 시나리오에 적합한가요?
고급
유료인가요?
이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.
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