使用 Jotform 和 Xero 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 39 个节点。主要使用 If, Set, Code, Xero, Switch 等节点。 使用Jotform和Xero生成发票并发送AI驱动的提醒
前置要求
- •HTTP Webhook 端点（n8n 会自动生成）
- •OpenAI API Key
使用的节点 (39)
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": "Bk4bt3p0zi7Z9ETX",
"meta": {
"instanceId": "3549451ca835035557d5dc1c3d9e6ba924e7314534a74c901f66b91f9ef6023e",
"templateCredsSetupCompleted": true
},
"name": "使用 Jotform 和 Xero 为客户生成发票并发送提醒",
"tags": [],
"nodes": [
{
"id": "d7858d88-bccd-4bbb-8de0-c7ba96d74263",
"name": "接收表单提交",
"type": "n8n-nodes-base.webhook",
"position": [
-464,
0
],
"webhookId": "148f97af-2d29-4836-a910-2c77b7c33b26",
"parameters": {
"path": "148f97af-2d29-4836-a910-2c77b7c33b26",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "267003ec-6e40-4a33-bacc-2244c8e43b64",
"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": "8ee7dc1e-86bf-4bec-b8b6-7b97889eab6b",
"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": "a14a8305-8c22-4213-9414-861019d3ae69",
"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": "77f6b18b-004e-4e00-8de2-54194fdd9a47",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1488,
-400
],
"parameters": {
"width": 896,
"height": 1200,
"content": "## 使用 Jotform 和 Xero 为客户生成发票并发送提醒"
},
"typeVersion": 1
},
{
"id": "79c58923-f8c3-4054-93ca-c2de89ff7306",
"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": "e495d2d4-3f6d-482a-bb95-7a4dfdbd5dba",
"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": "9153a6f7-10d8-44f6-976b-b0abdaf5fd20",
"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": "15e1d23a-3c96-4037-83cd-97004e6aebe8",
"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": "2831fd4c-313c-4b63-b6d0-6b36428ae778",
"name": "AI 代理",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
816,
-432
],
"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": "3436d1ca-18bf-4929-982a-89fa802ff015",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
816,
-224
],
"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": "5dbc3862-69b4-4174-8952-635f386cb81c",
"name": "便签19",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
-560
],
"parameters": {
"color": 7,
"width": 592,
"height": 480,
"content": "## 发送发票"
},
"typeVersion": 1
},
{
"id": "8add409c-adb4-4d9b-9e6a-0db66e17093e",
"name": "发送邮件",
"type": "n8n-nodes-base.emailSend",
"position": [
1088,
-432
],
"webhookId": "e6595484-bef2-43b0-894f-23f53746c0af",
"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": "d5ebc764-96f4-41e5-a5dd-ecc8b69470c5",
"name": "添加提醒配置",
"type": "n8n-nodes-base.set",
"position": [
800,
320
],
"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": "f40da212-3f17-426d-bc58-5348b4488d9d",
"name": "发送提醒邮件",
"type": "n8n-nodes-base.emailSend",
"position": [
2768,
688
],
"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.InvoiceNumber }}</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.InvoiceNumber }}</p>\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.InvoiceNumber }}",
"toEmail": "={{ $json.Contact.EmailAddress }}",
"fromEmail": "reminders@example.com"
},
"credentials": {
"smtp": {
"id": "awV8UBK3MYzosMxe",
"name": "Mailtrap SMTP account"
}
},
"typeVersion": 2.1
},
{
"id": "e220b58d-04f9-483a-90b0-e196b8088bd1",
"name": "将发票 ID 插入数据库",
"type": "n8n-nodes-base.dataTable",
"position": [
1504,
128
],
"parameters": {
"columns": {
"value": {
"currency": "={{ $('Create the invoice').item.json.CurrencyCode }}",
"invoiceId": "={{ $('Create the invoice').item.json.InvoiceID }}",
"remindersSent": "=0",
"remainingAmount": "={{ $('Create the invoice').item.json.AmountDue }}"
},
"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": "ae2c88cb-764a-48be-bec0-c172dcf1732e",
"name": "获取发票",
"type": "n8n-nodes-base.dataTable",
"position": [
1504,
496
],
"parameters": {
"operation": "get",
"returnAll": true,
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Add reminders config').item.json.dataTableId }}"
}
},
"typeVersion": 1
},
{
"id": "56a479b9-6fc2-4ad8-8a09-7bfd76c5da81",
"name": "如果2",
"type": "n8n-nodes-base.if",
"position": [
1152,
320
],
"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": "fc86c9e1-0f12-47a8-893c-4a2479207702",
"name": "发送已发送提醒摘要",
"type": "n8n-nodes-base.emailSend",
"position": [
2848,
160
],
"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": "a1b465b8-6884-4878-ab45-81731cc11306",
"name": "Switch",
"type": "n8n-nodes-base.switch",
"position": [
2512,
736
],
"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": "={{ $json.AmountDue > 0 && DateTime.fromISO($('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.AmountDue == 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": "90f88e6b-c967-4ac7-b11a-4e86be5b9e40",
"name": "计划提醒触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
384,
544
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "5a708503-da01-49d5-af64-5b190f61bcb3",
"name": "便签11",
"type": "n8n-nodes-base.stickyNote",
"position": [
288,
416
],
"parameters": {
"color": 7,
"width": 304,
"height": 320,
"content": "## 计划触发器"
},
"typeVersion": 1
},
{
"id": "8f75c160-2d8e-4391-8d73-166a96fc7566",
"name": "便签12",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
144
],
"parameters": {
"color": 7,
"width": 304,
"height": 368,
"content": "## 添加提醒配置"
},
"typeVersion": 1
},
{
"id": "9fbe84fe-3ed0-479c-ab9d-fc7d2a7bfff0",
"name": "便签13",
"type": "n8n-nodes-base.stickyNote",
"position": [
1056,
144
],
"parameters": {
"color": 7,
"width": 304,
"height": 368,
"content": "## 检查触发器"
},
"typeVersion": 1
},
{
"id": "362c4c03-bd7f-4130-8e0c-060ad5e6957e",
"name": "便签14",
"type": "n8n-nodes-base.stickyNote",
"position": [
1408,
-32
],
"parameters": {
"color": 7,
"width": 304,
"height": 336,
"content": "## 将发票插入数据库"
},
"typeVersion": 1
},
{
"id": "6703f7ec-7901-4d28-9330-ef2ec277df60",
"name": "便签15",
"type": "n8n-nodes-base.stickyNote",
"position": [
1408,
352
],
"parameters": {
"color": 7,
"width": 304,
"height": 336,
"content": "## 获取所有发票"
},
"typeVersion": 1
},
{
"id": "aa2278cb-85aa-4038-b837-bbf085b9b245",
"name": "便签16",
"type": "n8n-nodes-base.stickyNote",
"position": [
1760,
368
],
"parameters": {
"color": 7,
"width": 304,
"height": 320,
"content": "## 遍历发票"
},
"typeVersion": 1
},
{
"id": "2620e88d-9c4a-418a-b378-f81aad2f991f",
"name": "遍历发票",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1856,
496
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "67f18351-969d-4489-89c7-b77a2d4ff283",
"name": "便签17",
"type": "n8n-nodes-base.stickyNote",
"position": [
2112,
160
],
"parameters": {
"color": 7,
"width": 304,
"height": 352,
"content": "## 获取已发送提醒"
},
"typeVersion": 1
},
{
"id": "1c001fdd-4d76-4243-94f0-a93ed84b2cfa",
"name": "便签18",
"type": "n8n-nodes-base.stickyNote",
"position": [
2112,
560
],
"parameters": {
"color": 7,
"width": 304,
"height": 368,
"content": "## 获取发票详细信息"
},
"typeVersion": 1
},
{
"id": "5949d37a-037b-4292-bbd4-722efc81d0a6",
"name": "获取今天已发送的提醒",
"type": "n8n-nodes-base.dataTable",
"position": [
2208,
304
],
"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": "f55fd793-3299-4ca7-ab12-6b73a2df3706",
"name": "增加已发送提醒次数",
"type": "n8n-nodes-base.dataTable",
"position": [
2976,
688
],
"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": "6bb0af0e-dc3d-438e-b811-ee897ccddd74",
"name": "删除发票",
"type": "n8n-nodes-base.dataTable",
"position": [
3456,
848
],
"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": "ad8ba6c6-d1f4-4329-90ea-b5f39ee7e37f",
"name": "如果3",
"type": "n8n-nodes-base.if",
"position": [
3184,
688
],
"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": "1e7c11be-4898-4d65-bec2-836d6d769849",
"name": "便签20",
"type": "n8n-nodes-base.stickyNote",
"position": [
2464,
560
],
"parameters": {
"color": 7,
"width": 1184,
"height": 480,
"content": "## 发送提醒逻辑"
},
"typeVersion": 1
},
{
"id": "54b8f2b7-c849-48cb-9483-0d0a614575df",
"name": "AI 代理1",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2576,
160
],
"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": "a8aeb3a0-f1fd-4038-9899-a7debeb396a3",
"name": "OpenAI 聊天模型1",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2576,
368
],
"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": "73ba208d-4c77-47f7-8a6c-b8d8d7e89ed8",
"name": "便利贴21",
"type": "n8n-nodes-base.stickyNote",
"position": [
2464,
32
],
"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": "a603f1f4-ca24-4c3d-b2bb-0209d999c05f",
"name": "获取发票",
"type": "n8n-nodes-base.xero",
"position": [
2208,
720
],
"parameters": {
"invoiceId": "={{ $json.invoiceId }}",
"operation": "get",
"organizationId": "bc9a44a6-eb14-4f81-b24c-ca676c506446"
},
"credentials": {
"xeroOAuth2Api": {
"id": "HZnbTfrr5leqrLUQ",
"name": "Xero account"
}
},
"typeVersion": 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": "15956a08-b0e1-4140-952c-370bd5bae437",
"connections": {
"56a479b9-6fc2-4ad8-8a09-7bfd76c5da81": {
"main": [
[
{
"node": "e220b58d-04f9-483a-90b0-e196b8088bd1",
"type": "main",
"index": 0
}
],
[
{
"node": "ae2c88cb-764a-48be-bec0-c172dcf1732e",
"type": "main",
"index": 0
}
]
]
},
"ad8ba6c6-d1f4-4329-90ea-b5f39ee7e37f": {
"main": [
[
{
"node": "6bb0af0e-dc3d-438e-b811-ee897ccddd74",
"type": "main",
"index": 0
}
],
[
{
"node": "2620e88d-9c4a-418a-b378-f81aad2f991f",
"type": "main",
"index": 0
}
]
]
},
"a1b465b8-6884-4878-ab45-81731cc11306": {
"main": [
[
{
"node": "f40da212-3f17-426d-bc58-5348b4488d9d",
"type": "main",
"index": 0
}
],
[
{
"node": "6bb0af0e-dc3d-438e-b811-ee897ccddd74",
"type": "main",
"index": 0
}
],
[
{
"node": "2620e88d-9c4a-418a-b378-f81aad2f991f",
"type": "main",
"index": 0
}
]
]
},
"2831fd4c-313c-4b63-b6d0-6b36428ae778": {
"main": [
[
{
"node": "8add409c-adb4-4d9b-9e6a-0db66e17093e",
"type": "main",
"index": 0
}
]
]
},
"54b8f2b7-c849-48cb-9483-0d0a614575df": {
"main": [
[
{
"node": "fc86c9e1-0f12-47a8-893c-4a2479207702",
"type": "main",
"index": 0
}
]
]
},
"e495d2d4-3f6d-482a-bb95-7a4dfdbd5dba": {
"main": [
[
{
"node": "9153a6f7-10d8-44f6-976b-b0abdaf5fd20",
"type": "main",
"index": 0
}
]
]
},
"ae2c88cb-764a-48be-bec0-c172dcf1732e": {
"main": [
[
{
"node": "2620e88d-9c4a-418a-b378-f81aad2f991f",
"type": "main",
"index": 0
}
]
]
},
"6bb0af0e-dc3d-438e-b811-ee897ccddd74": {
"main": [
[
{
"node": "2620e88d-9c4a-418a-b378-f81aad2f991f",
"type": "main",
"index": 0
}
]
]
},
"a603f1f4-ca24-4c3d-b2bb-0209d999c05f": {
"main": [
[
{
"node": "a1b465b8-6884-4878-ab45-81731cc11306",
"type": "main",
"index": 0
}
]
]
},
"3436d1ca-18bf-4929-982a-89fa802ff015": {
"ai_languageModel": [
[
{
"node": "2831fd4c-313c-4b63-b6d0-6b36428ae778",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"15e1d23a-3c96-4037-83cd-97004e6aebe8": {
"main": [
[
{
"node": "2831fd4c-313c-4b63-b6d0-6b36428ae778",
"type": "main",
"index": 0
},
{
"node": "d5ebc764-96f4-41e5-a5dd-ecc8b69470c5",
"type": "main",
"index": 0
}
]
]
},
"2620e88d-9c4a-418a-b378-f81aad2f991f": {
"main": [
[
{
"node": "5949d37a-037b-4292-bbd4-722efc81d0a6",
"type": "main",
"index": 0
}
],
[
{
"node": "a603f1f4-ca24-4c3d-b2bb-0209d999c05f",
"type": "main",
"index": 0
}
]
]
},
"a8aeb3a0-f1fd-4038-9899-a7debeb396a3": {
"ai_languageModel": [
[
{
"node": "54b8f2b7-c849-48cb-9483-0d0a614575df",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"f40da212-3f17-426d-bc58-5348b4488d9d": {
"main": [
[
{
"node": "f55fd793-3299-4ca7-ab12-6b73a2df3706",
"type": "main",
"index": 0
}
]
]
},
"d5ebc764-96f4-41e5-a5dd-ecc8b69470c5": {
"main": [
[
{
"node": "56a479b9-6fc2-4ad8-8a09-7bfd76c5da81",
"type": "main",
"index": 0
}
]
]
},
"f55fd793-3299-4ca7-ab12-6b73a2df3706": {
"main": [
[
{
"node": "ad8ba6c6-d1f4-4329-90ea-b5f39ee7e37f",
"type": "main",
"index": 0
}
]
]
},
"d7858d88-bccd-4bbb-8de0-c7ba96d74263": {
"main": [
[
{
"node": "e495d2d4-3f6d-482a-bb95-7a4dfdbd5dba",
"type": "main",
"index": 0
}
]
]
},
"9153a6f7-10d8-44f6-976b-b0abdaf5fd20": {
"main": [
[
{
"node": "15e1d23a-3c96-4037-83cd-97004e6aebe8",
"type": "main",
"index": 0
}
]
]
},
"5949d37a-037b-4292-bbd4-722efc81d0a6": {
"main": [
[
{
"node": "54b8f2b7-c849-48cb-9483-0d0a614575df",
"type": "main",
"index": 0
}
]
]
},
"90f88e6b-c967-4ac7-b11a-4e86be5b9e40": {
"main": [
[
{
"node": "d5ebc764-96f4-41e5-a5dd-ecc8b69470c5",
"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。
相关工作流推荐
使用 Jotform 和 QuickBooks 为客户生成发票并发送提醒
使用Jotform和QuickBooks生成发票并发送AI摘要提醒
If
Set
Code
+
If
Set
Code
48 节点AppUnits AI
使用 Jotform、QuickBooks 和 Outlook 生成发票并发送提醒给客户
通过 Jotform、QuickBooks 和 Outlook AI 实现发票创建与智能提醒的自动化
If
Set
Code
+
If
Set
Code
48 节点AppUnits AI
为客户生成发票并发送提醒
使用QuickBooks、Jotform和GPT-4o自动生成发票和付款提醒
If
Set
Code
+
If
Set
Code
48 节点AppUnits AI
使用 Jotform、Xero 和 Slack 为客户生成发票
通过 Jotform、Xero 和 GPT-4o-mini 实现发票生成与邮件发送的自动化
If
Code
Xero
+
If
Code
Xero
20 节点AppUnits AI
使用Jotform、Xero、Outlook和Telegram自动创建发票和团队通知
使用Jotform、Xero、Outlook和Telegram自动创建发票并进行客户沟通
If
Code
Wait
+
If
Code
Wait
27 节点AppUnits AI
使用GPT-4.1、Outlook和Mem.ai自动化Microsoft
使用GPT-4.1、Outlook和Mem.ai自动化Microsoft Teams会议分析
If
Set
Code
+
If
Set
Code
61 节点Wayne Simpson
人力资源
