使用 Jotform 和 QuickBooks 为客户生成发票并发送提醒
高级
这是一个自动化工作流，包含 48 个节点。主要使用 If, Set, Code, Switch, Webhook 等节点。 使用Jotform和QuickBooks生成发票并发送AI摘要提醒
前置要求
- •HTTP Webhook 端点（n8n 会自动生成）
- •OpenAI API Key
使用的节点 (48)
分类
-
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "KQbawPw1ywuc0eGO",
"meta": {
"instanceId": "3549451ca835035557d5dc1c3d9e6ba924e7314534a74c901f66b91f9ef6023e",
"templateCredsSetupCompleted": true
},
"name": "使用 Jotform 和 QuickBooks 为客户生成发票并发送提醒",
"tags": [],
"nodes": [
{
"id": "0ee2cee9-681e-45c7-9216-dec123742bc2",
"name": "接收表单提交",
"type": "n8n-nodes-base.webhook",
"position": [
-464,
0
],
"webhookId": "fdbfa94e-4df0-4fe4-86b9-41f20ba83079",
"parameters": {
"path": "requests",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "92a0d734-7408-42ec-942a-5f63ec5f64bb",
"name": "如果",
"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": "17d10f15-2a8a-4186-9a72-34d3770331bb",
"name": "获取产品",
"type": "n8n-nodes-base.quickbooks",
"position": [
1248,
0
],
"parameters": {
"limit": 1,
"filters": {
"query": "=WHERE name = '{{ $json.item.name }}'"
},
"resource": "item",
"operation": "getAll"
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "E1S8XZZk9iMCPDSN",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "cbd7276e-0569-4062-ae59-680d3236e8f6",
"name": "创建发票",
"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": {}
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "E1S8XZZk9iMCPDSN",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "6b28414b-72b8-4e26-adea-402c9e59163d",
"name": "发送发票",
"type": "n8n-nodes-base.quickbooks",
"position": [
2160,
0
],
"parameters": {
"email": "={{ $('Add item id').item.json.customer.email }}",
"resource": "invoice",
"invoiceId": "={{ $json.Id }}",
"operation": "send"
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "E1S8XZZk9iMCPDSN",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "470f1239-6ac7-4d01-bf20-1537618d65dc",
"name": "检查客户是否存在",
"type": "n8n-nodes-base.quickbooks",
"position": [
112,
0
],
"parameters": {
"limit": 1,
"filters": {
"query": "=Where PrimaryEmailAddr = '{{ $json.customer.email }}'"
},
"operation": "getAll"
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "E1S8XZZk9iMCPDSN",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "acc16aeb-cf5c-4d02-9cd6-c8d847b94fa0",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-544,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 接收提交"
},
"typeVersion": 1
},
{
"id": "89deb6f7-daed-472f-bd2e-d8ac900d9d67",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
64,
-112
],
"parameters": {
"color": 7,
"width": 400,
"height": 320,
"content": "## 检查客户是否存在"
},
"typeVersion": 1
},
{
"id": "5b37fa39-fd2f-4059-b588-d381b10b0f93",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
-336
],
"parameters": {
"color": 7,
"width": 304,
"height": 336,
"content": "## 客户存在"
},
"typeVersion": 1
},
{
"id": "0cd6a217-c27c-4eb8-80c7-6f2c8042f592",
"name": "创建客户",
"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 }}"
}
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "E1S8XZZk9iMCPDSN",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "3af11658-34ae-46db-b0ef-591842598676",
"name": "更新客户",
"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 }}"
}
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "E1S8XZZk9iMCPDSN",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "0240fabc-19b9-4fac-a4f8-39ca7eca10ed",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
48
],
"parameters": {
"color": 7,
"width": 304,
"height": 320,
"content": "## 客户不存在"
},
"typeVersion": 1
},
{
"id": "55057374-89e8-4d09-99ef-03e6431b12e5",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1168,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 获取项目"
},
"typeVersion": 1
},
{
"id": "a9f1d66c-3a73-47a3-8c47-2aed6585a29b",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1776,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 创建发票"
},
"typeVersion": 1
},
{
"id": "d676861e-120a-458b-839e-2c1add976bec",
"name": "便签6",
"type": "n8n-nodes-base.stickyNote",
"position": [
2080,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 发送发票"
},
"typeVersion": 1
},
{
"id": "77305ded-214f-4d16-8993-70f6fda69f8e",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1664,
-416
],
"parameters": {
"width": 1072,
"height": 1280,
"content": "## 使用 Jotform 和 QuickBooks 为客户生成发票并发送提醒"
},
"typeVersion": 1
},
{
"id": "48bc6ee7-aff6-4197-840c-ddaea49b6336",
"name": "便签8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 格式化数据"
},
"typeVersion": 1
},
{
"id": "d1f516d0-bed4-4946-80aa-701809317d07",
"name": "格式化数据",
"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: $input.first().json.body.itemName\n }\n}"
},
"typeVersion": 2
},
{
"id": "91b01b8d-8a27-4867-8f45-1739c0ada19d",
"name": "便签9",
"type": "n8n-nodes-base.stickyNote",
"position": [
864,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 添加客户 ID"
},
"typeVersion": 1
},
{
"id": "7ef2bbb3-5ae0-4859-8b0b-d27c4cf1db40",
"name": "添加客户 ID",
"type": "n8n-nodes-base.code",
"position": [
944,
0
],
"parameters": {
"jsCode": "return {\n ...$('Format data').first().json,\n customer: {\n ...$('Format data').first().json.customer,\n id: $input.first().json.Id\n }\n}"
},
"typeVersion": 2
},
{
"id": "798cc352-8cb1-44b8-9a4d-eb6f861578de",
"name": "便签 10",
"type": "n8n-nodes-base.stickyNote",
"position": [
1472,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 添加项目 ID"
},
"typeVersion": 1
},
{
"id": "fb80d92a-9bb5-4090-8c6a-e2cc7aa47ca8",
"name": "添加项目 ID",
"type": "n8n-nodes-base.code",
"position": [
1552,
0
],
"parameters": {
"jsCode": "return {\n ...$('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": "01b200fe-27ae-482d-977c-c786c3c890b8",
"name": "添加提醒配置",
"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": "82442769-b159-4420-907e-5b84da107365",
"name": "发送提醒邮件",
"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>© {{ $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": "将发票 ID 插入数据库",
"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": "获取发票",
"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": "2a9f0ce2-e79a-4fb6-8a0f-3a1215b7261e",
"name": "获取发票",
"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": "如果2",
"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": "2d070d34-2b5a-4126-82c3-18ea4ddfd308",
"name": "AI 代理",
"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 聊天模型",
"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": "发送已发送提醒摘要",
"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": "计划提醒触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
608,
704
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "2a099299-21f0-4cab-be4d-9681b3b2275c",
"name": "便签 11",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
576
],
"parameters": {
"color": 7,
"width": 304,
"height": 320,
"content": "## 计划触发器"
},
"typeVersion": 1
},
{
"id": "e0a1ff93-c702-4d33-9f4e-0ddd7f1100c9",
"name": "便签12",
"type": "n8n-nodes-base.stickyNote",
"position": [
864,
528
],
"parameters": {
"color": 7,
"width": 304,
"height": 368,
"content": "## 添加提醒配置"
},
"typeVersion": 1
},
{
"id": "b9bd6ddb-e0c3-4854-8c8b-4a22b38bdd2b",
"name": "便签13",
"type": "n8n-nodes-base.stickyNote",
"position": [
1216,
528
],
"parameters": {
"color": 7,
"width": 304,
"height": 368,
"content": "## 检查触发器"
},
"typeVersion": 1
},
{
"id": "77cb167f-0c90-4aa4-b020-c77b835a26d1",
"name": "便签14",
"type": "n8n-nodes-base.stickyNote",
"position": [
1568,
352
],
"parameters": {
"color": 7,
"width": 304,
"height": 336,
"content": "## 将发票插入数据库"
},
"typeVersion": 1
},
{
"id": "d31000ab-9d9d-4227-9a93-01036c923d9a",
"name": "便签15",
"type": "n8n-nodes-base.stickyNote",
"position": [
1568,
736
],
"parameters": {
"color": 7,
"width": 304,
"height": 336,
"content": "## 获取所有发票"
},
"typeVersion": 1
},
{
"id": "56b19a69-6d11-4076-9e61-6356bd2adfa2",
"name": "便签16",
"type": "n8n-nodes-base.stickyNote",
"position": [
1920,
752
],
"parameters": {
"color": 7,
"width": 304,
"height": 320,
"content": "## 遍历发票"
},
"typeVersion": 1
},
{
"id": "e91fe671-1908-49b9-8b62-e84cd4fe74c5",
"name": "遍历发票",
"type": "n8n-nodes-base.splitInBatches",
"position": [
2016,
880
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "7084224a-1b22-4104-bf1b-063591afc78f",
"name": "便签17",
"type": "n8n-nodes-base.stickyNote",
"position": [
2272,
544
],
"parameters": {
"color": 7,
"width": 304,
"height": 352,
"content": "## 获取已发送提醒"
},
"typeVersion": 1
},
{
"id": "c81a0b9a-e704-4887-8510-cb8809ee3039",
"name": "便签18",
"type": "n8n-nodes-base.stickyNote",
"position": [
2272,
944
],
"parameters": {
"color": 7,
"width": 304,
"height": 368,
"content": "## 获取发票详情"
},
"typeVersion": 1
},
{
"id": "ce3e2b9c-f7b7-4d45-a92d-df893eec233f",
"name": "获取今天已发送的提醒",
"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": "便签19",
"type": "n8n-nodes-base.stickyNote",
"position": [
2624,
416
],
"parameters": {
"color": 7,
"width": 592,
"height": 480,
"content": "## 汇总已发送提醒并发送电子邮件"
},
"typeVersion": 1
},
{
"id": "793fa0f1-ac9e-47f0-bc79-898740e607c0",
"name": "增加已发送提醒次数",
"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": "删除发票",
"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": "如果3",
"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": "便签20",
"type": "n8n-nodes-base.stickyNote",
"position": [
2624,
944
],
"parameters": {
"color": 7,
"width": 1184,
"height": 480,
"content": "## 发送提醒逻辑"
},
"typeVersion": 1
}
],
"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": "104104d2-9b18-4249-a5af-1a103ab2ec15",
"connections": {
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},
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},
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},
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}
]
]
},
"fb80d92a-9bb5-4090-8c6a-e2cc7aa47ca8": {
"main": [
[
{
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"type": "main",
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}
]
]
},
"d1f516d0-bed4-4946-80aa-701809317d07": {
"main": [
[
{
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},
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},
"7937ae1d-7795-43e6-8a46-7683e8c9b887": {
"ai_languageModel": [
[
{
"node": "2d070d34-2b5a-4126-82c3-18ea4ddfd308",
"type": "ai_languageModel",
"index": 0
}
]
]
},
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{
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}
]
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},
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},
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},
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{
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]
]
},
"01b200fe-27ae-482d-977c-c786c3c890b8": {
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},
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[
{
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"type": "main",
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}
]
]
},
"e3ae7c0a-234e-453b-848e-e767ff3e9782": {
"main": [
[]
]
},
"0ee2cee9-681e-45c7-9216-dec123742bc2": {
"main": [
[
{
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},
"ce3e2b9c-f7b7-4d45-a92d-df893eec233f": {
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[
{
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}
]
]
},
"1e7f2060-d40c-4286-8dcc-8ba10e7e305a": {
"main": [
[
{
"node": "01b200fe-27ae-482d-977c-c786c3c890b8",
"type": "main",
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}
]
]
},
"470f1239-6ac7-4d01-bf20-1537618d65dc": {
"main": [
[
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"type": "main",
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]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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