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使用 Jotform、Xero 和 Slack 为客户生成发票

高级

这是一个自动化工作流，包含 20 个节点。主要使用 If, Code, Xero, Slack, Webhook 等节点。 通过 Jotform、Xero 和 GPT-4o-mini 实现发票生成与邮件发送的自动化

前置要求
  • •Slack Bot Token 或 Webhook URL
  • •HTTP Webhook 端点（n8n 会自动生成）
  • •OpenAI API Key

使用的节点 (20)

If
Code
Xero
Slack
Webhook
EmailSend
StickyNote
Agent
LmChatOpenAi

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
React Flow
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": "X2u0Wnuo2Yp8dSaq",
  "meta": {
    "instanceId": "3549451ca835035557d5dc1c3d9e6ba924e7314534a74c901f66b91f9ef6023e",
    "templateCredsSetupCompleted": true
  },
  "name": "使用 Jotform、Xero 和 Slack 为客户生成发票",
  "tags": [],
  "nodes": [
    {
      "id": "5153a36b-decc-4145-bfb5-903123d3ed32",
      "name": "接收表单提交",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -464,
        0
      ],
      "webhookId": "dac28968-ec17-41da-b720-c579c1a7169b",
      "parameters": {
        "path": "dac28968-ec17-41da-b720-c579c1a7169b",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2.1
    },
    {
      "id": "a4e41795-f814-4f53-ae06-c004d9f2fe61",
      "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": "5d0f264c-57ab-4aa8-93a9-4a45a2ffe060",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        512,
        80
      ],
      "parameters": {
        "color": 7,
        "width": 288,
        "height": 320,
        "content": "## 创建联系人"
      },
      "typeVersion": 1
    },
    {
      "id": "601c08b9-547d-4883-bdc0-c0e2725fb5c9",
      "name": "便签5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        848,
        -96
      ],
      "parameters": {
        "color": 7,
        "width": 256,
        "height": 320,
        "content": "## 创建发票"
      },
      "typeVersion": 1
    },
    {
      "id": "87296102-7ff7-4a22-a451-40749a219450",
      "name": "便签7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1328,
        -480
      ],
      "parameters": {
        "width": 736,
        "height": 992,
        "content": "## 使用 Jotform、Xero 和 Slack 为客户生成发票"
      },
      "typeVersion": 1
    },
    {
      "id": "bea06527-f4fb-4c06-acec-80e540753990",
      "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": "6f8c1525-ee7e-4d10-a0c0-641abe512e47",
      "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": "57002967-0cc2-416a-9b2d-5e0d7425e173",
      "name": "创建发票",
      "type": "n8n-nodes-base.xero",
      "position": [
        928,
        16
      ],
      "parameters": {
        "type": "ACCREC",
        "contactId": "={{ $json.ContactID }}",
        "lineItemsUi": {
          "lineItemsValues": [
            {
              "taxType": "INPUT",
              "itemCode": "={{ $('Format data').item.json.item.name }}",
              "unitAmount": "10",
              "accountCode": "200"
            }
          ]
        },
        "organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446",
        "additionalFields": {}
      },
      "credentials": {
        "xeroOAuth2Api": {
          "id": "HZnbTfrr5leqrLUQ",
          "name": "Xero account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "606e45ad-d5b6-4a96-ac41-d2fd73bad8d3",
      "name": "AI 代理",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1280,
        -352
      ],
      "parameters": {
        "text": "={{ $json }}",
        "options": {
          "systemMessage": "=You are an AI assistant that generates a professional invoice email that you get from an Xero response (newly created invoice), so you will recive an Xero invoice response and thus your job is to create a professional html email content because this html email content will be sent to the customer."
        },
        "promptType": "define"
      },
      "executeOnce": false,
      "typeVersion": 2.2
    },
    {
      "id": "486a7fee-acd9-46ad-bf2b-1bc815bfb2a4",
      "name": "OpenAI 聊天模型",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1280,
        -144
      ],
      "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": "da747ce1-ddcf-4c40-a78d-452d68cac37b",
      "name": "便签19",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1168,
        -480
      ],
      "parameters": {
        "color": 7,
        "width": 592,
        "height": 480,
        "content": "## 发送发票"
      },
      "typeVersion": 1
    },
    {
      "id": "0873e856-7c8a-46cf-b7d1-c7a75afb0c6a",
      "name": "发送邮件",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1552,
        -352
      ],
      "webhookId": "8f9ba8d7-7a97-4926-b640-8dc93c30eed8",
      "parameters": {
        "html": "={{ $json.output }}",
        "options": {},
        "subject": "=New Invoice",
        "toEmail": "={{ $('Create the invoice').item.json.Contact.EmailAddress }}",
        "fromEmail": "system@example.com"
      },
      "credentials": {
        "smtp": {
          "id": "awV8UBK3MYzosMxe",
          "name": "Mailtrap SMTP account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "1af9a24d-7ac1-47b4-a17a-2774f01c860c",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        64,
        -112
      ],
      "parameters": {
        "color": 7,
        "width": 400,
        "height": 320,
        "content": "## 检查联系人是否存在"
      },
      "typeVersion": 1
    },
    {
      "id": "994373c3-4f87-48cc-a30e-d34b0b345f12",
      "name": "检查客户是否存在",
      "type": "n8n-nodes-base.xero",
      "position": [
        128,
        0
      ],
      "parameters": {
        "limit": 1,
        "options": {
          "where": "=EmailAddress=\"{{ $json.customer.email }}\""
        },
        "resource": "contact",
        "operation": "getAll",
        "organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446"
      },
      "credentials": {
        "xeroOAuth2Api": {
          "id": "HZnbTfrr5leqrLUQ",
          "name": "Xero account"
        }
      },
      "typeVersion": 1,
      "alwaysOutputData": true
    },
    {
      "id": "14c4b4df-ce15-4e52-a89e-5a92db87b86b",
      "name": "如果",
      "type": "n8n-nodes-base.if",
      "position": [
        304,
        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.ContactID }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "b6eb0744-cb7e-4676-91d5-6272ceb21924",
      "name": "创建新联系人",
      "type": "n8n-nodes-base.xero",
      "position": [
        608,
        192
      ],
      "parameters": {
        "name": "={{ $('Format data').item.json.customer.name }}",
        "resource": "contact",
        "organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446",
        "additionalFields": {
          "phonesUi": {
            "phonesValues": [
              {
                "phoneType": "MOBILE",
                "phoneNumber": "={{ $('Format data').item.json.customer.phone }}"
              }
            ]
          },
          "addressesUi": {
            "addressesValues": [
              {
                "city": "={{ $('Format data').item.json.address.city }}",
                "type": "STREET",
                "line1": "={{ $('Format data').item.json.address.line1 }}",
                "line2": "={{ $('Format data').item.json.address.line2 }}",
                "region": "={{ $('Format data').item.json.address.stateProvince }}",
                "country": "={{ $('Format data').item.json.address.country }}",
                "postalCode": "={{ $('Format data').item.json.address.postalZipCode }}"
              }
            ]
          },
          "emailAddress": "={{ $('Format data').item.json.customer.email }}"
        }
      },
      "credentials": {
        "xeroOAuth2Api": {
          "id": "HZnbTfrr5leqrLUQ",
          "name": "Xero account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c035f5c2-0822-4b73-b553-4a06c39bc867",
      "name": "便签4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        512,
        -304
      ],
      "parameters": {
        "color": 7,
        "width": 288,
        "height": 320,
        "content": "## 更新联系人"
      },
      "typeVersion": 1
    },
    {
      "id": "bc245137-a2fa-4817-bf79-e6bd0bcd4688",
      "name": "更新联系人",
      "type": "n8n-nodes-base.xero",
      "position": [
        608,
        -192
      ],
      "parameters": {
        "resource": "contact",
        "contactId": "={{ $json.ContactID }}",
        "operation": "update",
        "updateFields": {
          "name": "={{ $('Format data').item.json.customer.name }}",
          "phonesUi": {
            "phonesValues": [
              {
                "phoneType": "MOBILE",
                "phoneNumber": "={{ $('Format data').item.json.customer.phone }}"
              }
            ]
          }
        },
        "organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446"
      },
      "credentials": {
        "xeroOAuth2Api": {
          "id": "HZnbTfrr5leqrLUQ",
          "name": "Xero account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ecf29c2f-7e91-41d1-a99b-8a2de86b7ce0",
      "name": "便签6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1168,
        112
      ],
      "parameters": {
        "color": 7,
        "width": 288,
        "height": 320,
        "content": "## 通知团队"
      },
      "typeVersion": 1
    },
    {
      "id": "09ccbef2-8aa7-4b19-8e8b-86d6aa647298",
      "name": "通知团队",
      "type": "n8n-nodes-base.slack",
      "position": [
        1264,
        240
      ],
      "webhookId": "e19cadcc-f539-4184-8451-9923be34b8ca",
      "parameters": {
        "text": "=<!channel> A new invoice with the below details have bene created:\n*Invoice Number:* {{ $json.InvoiceNumber }}\n*Amount Due:* {{ $json.AmountDue }} ({{ $json.CurrencyCode }})\n*Status:* {{ $json.Status }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "name",
          "value": "#test"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "mRsbuKKHsrN3Qgaj",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    }
  ],
  "active": false,
  "pinData": {
    "Receive form submission": [
      {
        "json": {
          "body": {
            "name": "Adrian Mathews",
            "email": "yoled82772@elygifts.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>"
          }
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "f403ca7a-cd06-4122-ab76-c7cbc0f93d93",
  "connections": {
    "14c4b4df-ce15-4e52-a89e-5a92db87b86b": {
      "main": [
        [
          {
            "node": "bc245137-a2fa-4817-bf79-e6bd0bcd4688",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "b6eb0744-cb7e-4676-91d5-6272ceb21924",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "606e45ad-d5b6-4a96-ac41-d2fd73bad8d3": {
      "main": [
        [
          {
            "node": "0873e856-7c8a-46cf-b7d1-c7a75afb0c6a",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "6f8c1525-ee7e-4d10-a0c0-641abe512e47": {
      "main": [
        [
          {
            "node": "994373c3-4f87-48cc-a30e-d34b0b345f12",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bc245137-a2fa-4817-bf79-e6bd0bcd4688": {
      "main": [
        [
          {
            "node": "57002967-0cc2-416a-9b2d-5e0d7425e173",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "486a7fee-acd9-46ad-bf2b-1bc815bfb2a4": {
      "ai_languageModel": [
        [
          {
            "node": "606e45ad-d5b6-4a96-ac41-d2fd73bad8d3",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "b6eb0744-cb7e-4676-91d5-6272ceb21924": {
      "main": [
        [
          {
            "node": "57002967-0cc2-416a-9b2d-5e0d7425e173",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "57002967-0cc2-416a-9b2d-5e0d7425e173": {
      "main": [
        [
          {
            "node": "606e45ad-d5b6-4a96-ac41-d2fd73bad8d3",
            "type": "main",
            "index": 0
          },
          {
            "node": "09ccbef2-8aa7-4b19-8e8b-86d6aa647298",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "5153a36b-decc-4145-bfb5-903123d3ed32": {
      "main": [
        [
          {
            "node": "6f8c1525-ee7e-4d10-a0c0-641abe512e47",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "994373c3-4f87-48cc-a30e-d34b0b345f12": {
      "main": [
        [
          {
            "node": "14c4b4df-ce15-4e52-a89e-5a92db87b86b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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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工作流信息
难度等级
高级
节点数量20
分类-
节点类型9
难度说明

适合高级用户，包含 16+ 个节点的复杂工作流

作者
AppUnits AI

AppUnits AI

@appunitsai
外部链接
在 n8n.io 查看 →

分享此工作流

分类

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1540
人工智能
1108
内容创作
695
AI 摘要总结
516
营销
419
AI 聊天机器人
251
工程
241
市场调研
203
杂项
193
其他
176
销售
162
IT 运维
156
文档提取
147
AI RAG 检索增强
146
构建模块
144
社交媒体
137
潜在客户开发
125
个人效率
117
开发运维
111
人力资源
101
客户支持
97
客户培育
87
客户关系管理
82
财务
81
产品
77
客服机器人
76
设计
70
工单管理
67
安全运维
57
发票处理
53
加密货币交易
49
文件管理
39
项目管理
35
内部知识库
32

分类: 34