使用Jotform、Xero和Gmail为客户生成发票
中级
这是一个自动化工作流，包含 13 个节点。主要使用 Code, Xero, Gmail, Webhook, Agent 等节点。 使用Jotform、Xero和GPT驱动的邮件生成专业发票
前置要求
- •Google 账号和 Gmail API 凭证
- •HTTP Webhook 端点（n8n 会自动生成）
- •OpenAI API Key
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": "UVDQqxGZJ1zaxyNj",
"meta": {
"instanceId": "3549451ca835035557d5dc1c3d9e6ba924e7314534a74c901f66b91f9ef6023e",
"templateCredsSetupCompleted": true
},
"name": "使用 Jotform、Xero 和 Gmail 为客户生成发票",
"tags": [],
"nodes": [
{
"id": "065aeee4-b7de-4e08-a95e-1c4846861411",
"name": "接收表单提交",
"type": "n8n-nodes-base.webhook",
"position": [
-464,
0
],
"webhookId": "bf87ee72-aecf-44e5-a466-3d0144da2221",
"parameters": {
"path": "bf87ee72-aecf-44e5-a466-3d0144da2221",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "4b4284d5-10b9-439e-99f0-08f9c48fc683",
"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": "33e3c8d0-02d4-4887-973a-106988ebe9d4",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
64,
-112
],
"parameters": {
"color": 7,
"width": 288,
"height": 320,
"content": "## 创建/更新联系人"
},
"typeVersion": 1
},
{
"id": "dc1c4f42-d6c8-455b-9c2b-4004a990eb21",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
400,
-112
],
"parameters": {
"color": 7,
"width": 256,
"height": 320,
"content": "## 创建发票"
},
"typeVersion": 1
},
{
"id": "aaf471ff-be4d-4bc7-9132-c45a01bdd5d1",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1328,
-400
],
"parameters": {
"width": 736,
"height": 832,
"content": "## 使用 Jotform、Xero 和 Gmail 为客户生成发票"
},
"typeVersion": 1
},
{
"id": "c391a307-3bef-45c9-8310-8110e7058a37",
"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": "7fac0a20-8cf3-4dfc-b65d-9b59444f1c61",
"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": "28d16066-551a-4205-b24d-4759d02d881e",
"name": "创建/更新联系人",
"type": "n8n-nodes-base.xero",
"position": [
160,
0
],
"parameters": {
"name": "={{ $json.customer.name }}",
"resource": "contact",
"organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446",
"additionalFields": {
"phonesUi": {
"phonesValues": [
{
"phoneType": "MOBILE",
"phoneNumber": "={{ $json.customer.phone }}"
}
]
},
"addressesUi": {
"addressesValues": [
{
"city": "={{ $json.address.city }}",
"type": "STREET",
"line1": "={{ $json.address.line1 }}",
"line2": "={{ $json.address.line2 }}",
"region": "={{ $json.address.stateProvince }}",
"country": "={{ $json.address.country }}",
"postalCode": "={{ $json.address.postalZipCode }}"
}
]
},
"emailAddress": "={{ $json.customer.email }}"
}
},
"credentials": {
"xeroOAuth2Api": {
"id": "HZnbTfrr5leqrLUQ",
"name": "Xero account"
}
},
"typeVersion": 1
},
{
"id": "46594f4d-9682-4298-a366-40bcb54c9ccb",
"name": "创建发票",
"type": "n8n-nodes-base.xero",
"position": [
480,
0
],
"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": "3b291d2e-a98a-474e-aaf2-8edd4bd734f1",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
816,
-64
],
"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": "d770459b-7a80-4abb-8609-aece00840acb",
"name": "OpenAI 聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
816,
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": "ce21e6a5-1657-49ec-979e-d14c7f578364",
"name": "便签19",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
-192
],
"parameters": {
"color": 7,
"width": 592,
"height": 480,
"content": "## 发送发票"
},
"typeVersion": 1
},
{
"id": "d661fc32-c68c-463d-b815-2f342a3ac011",
"name": "发送邮件",
"type": "n8n-nodes-base.gmail",
"position": [
1088,
-64
],
"webhookId": "34d9e2cd-ada9-43de-b476-36ae61b9ff32",
"parameters": {
"sendTo": "={{ $('Create the invoice').item.json.Contact.EmailAddress }}",
"message": "={{ $json.output }}",
"options": {},
"subject": "New Invoice"
},
"typeVersion": 2.1
}
],
"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": "d514ba5d-30a5-4cfb-b09f-b1a611151c1f",
"connections": {
"3b291d2e-a98a-474e-aaf2-8edd4bd734f1": {
"main": [
[
{
"node": "d661fc32-c68c-463d-b815-2f342a3ac011",
"type": "main",
"index": 0
}
]
]
},
"7fac0a20-8cf3-4dfc-b65d-9b59444f1c61": {
"main": [
[
{
"node": "28d16066-551a-4205-b24d-4759d02d881e",
"type": "main",
"index": 0
}
]
]
},
"d770459b-7a80-4abb-8609-aece00840acb": {
"ai_languageModel": [
[
{
"node": "3b291d2e-a98a-474e-aaf2-8edd4bd734f1",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"46594f4d-9682-4298-a366-40bcb54c9ccb": {
"main": [
[
{
"node": "3b291d2e-a98a-474e-aaf2-8edd4bd734f1",
"type": "main",
"index": 0
}
]
]
},
"065aeee4-b7de-4e08-a95e-1c4846861411": {
"main": [
[
{
"node": "7fac0a20-8cf3-4dfc-b65d-9b59444f1c61",
"type": "main",
"index": 0
}
]
]
},
"28d16066-551a-4205-b24d-4759d02d881e": {
"main": [
[
{
"node": "46594f4d-9682-4298-a366-40bcb54c9ccb",
"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？
中级
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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