Webhook and Xero integration

Automated Invoice Creation & Team Notification with Jotform, Xero, Outlook, and Telegram This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, emailing it, and notifying the sales team for example after sometime if no action has been taken yet (via Telegram) — all triggered by a form submission (via Jotform). How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Check If Customer Exists Searches Xero to determine if the customer already exists. ✅ If Customer Exists: Update customer details. ❌ If Customer Doesn’t Exist: Create a new customer in Xero. Create The Invoice Generates a new invoice for the customer using the item selected. Send The Invoice Automatically sends the invoice via email to the customer. Wait For Sometime Now we will wait for 30 seconds (by default, you can change it) and then get the invoice details from Xero Notify The Team Notifies the sales team for example via Telegram in case no action has been taken on the invoice and thus the team can act fast. Who Can Benefit from This Workflow? Freelancers** Service Providers** Consultants & Coaches** Small Businesses** E-commerce or Custom Product Sellers** Requirements Jotform webhook setup, more info here Xero credentials, more info here Make sure that products/services values in Jotform are exactly the same as your item Code in your Xero account Email setup, update email node (Send email), more info about Outlook setup here LLM model credentials Telegram credentials, more info here

Generate Invoices and Send Reminders for Customers with Jotform and Xero This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, emailing it — all triggered by a form submission (via Jotform), and sending invoice reminders. How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Create/Update The Customer Creates/Updates the customer. Create The Invoice Generates a new invoice for the customer using the item selected. Send The Invoice Automatically sends the invoice via email to the customer. Store The Invoice In DB Stores the needed invoice details in the DB. Send Reminders Every day at 8 AM, the automation checks each invoice to decide whether to: send a reminder email, skip and send it later, or delete the invoice from the DB (if it's paid or all reminders have been sent). Who Can Benefit from This Workflow? Freelancers** Service Providers** Consultants & Coaches** Small Businesses** E-commerce or Custom Product Sellers** Requirements Jotform webhook setup, more info here Xero credentials, more info here Make sure that products/services values in Jotform are exactly the same as your item Code in your Xero account Email setup, update email nodes (Send email & Send reminder email & Send reminders sent summary) Create data table with the following columns: invoiceId (string) remainingAmount (number) currency (string) remindersSent (number) lastSentAt (date time) 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 ) LLM model credentials

Generate Invoices for Customers with Jotform, Xero and Gmail This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, and emailing it — all triggered by a form submission (via Jotform). How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Create/Update The Customer Creates/Updates the customer. Create The Invoice Generates a new invoice for the customer using the item selected. Send The Invoice Automatically sends the invoice via email to the customer. Who Can Benefit from This Workflow? Freelancers** Service Providers** Consultants & Coaches** Small Businesses** E-commerce or Custom Product Sellers** Requirements Jotform webhook setup, more info here Xero credentials, more info here Make sure that products/services values in Jotform are exactly the same as your item Code in your Xero account Email setup, update email node (Send email), more info about Gmail setup here LLM model credentials

This workflow automates the full invoicing and payment process using n8n and Xero. It allows businesses to generate invoices, track payments, send WhatsApp notifications, and keep records synced automatically, without manual follow-ups or repetitive admin work. It’s designed to plug into your existing tools and scale as your operations grow. How It Works A webhook receives invoice or payment data from your app, form, or system Xero automatically creates or updates the invoice Payments are tracked and verified in real time Clients receive WhatsApp notifications for invoices, reminders, or payments All records are logged in a database and synced to Google Calendar and Google Sheets Automated responses confirm successful actions or errors Everything runs in the background once connected. Setup Connect your Xero account to n8n Set up a database (PostgreSQL via Supabase) for logging invoices and payments Connect Google Calendar for scheduling and tracking Connect Twilio WhatsApp for client notifications Point your system or payment source to the provided webhook URL No complex coding required. I guide you through the setup and ensure everything is tested. Need Help or Customization? If you’d like this workflow customized for your business or want help setting it up properly, feel free to reach out. 🔗 Connect with me on LinkedIn: 👉 Click here to connect I’m happy to walk you through it or adapt it to your specific use case.

Generate Invoices for Customers with Jotform, Xero and Slack This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, emailing it, and notifying the sales team for example (via Slack) — all triggered by a form submission (via Jotform). How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Check If Customer Exists Searches Xero to determine if the customer already exists. ✅ If Customer Exists: Update customer details. ❌ If Customer Doesn’t Exist: Create a new customer in Xero. Create The Invoice Generates a new invoice for the customer using the item selected. Send The Invoice Automatically sends the invoice via email to the customer. Notify The Team Notifies the sales team for example via Slack about the new invoice. Who Can Benefit from This Workflow? Freelancers** Service Providers** Consultants & Coaches** Small Businesses** E-commerce or Custom Product Sellers** Requirements Jotform webhook setup, more info here Xero credentials, more info here Make sure that products/services values in Jotform are exactly the same as your item Code in your Xero account Email setup, update email node (Send email) LLM model credentials Slack credentials, more info here

Automated HTML Welcome Email for New Xero Contacts Crafted with ❤️ by the automation experts at Elegant BizTech. Summary This workflow automatically sends a beautiful, personalized HTML welcome email to a new contact the moment they are created in your Xero account. Description First impressions matter. When you add a new client or customer to Xero, the opportunity to welcome them warmly and professionally is often missed. Manually sending welcome emails is time-consuming and inconsistent. This workflow solves that problem by instantly triggering a customizable email that not only welcomes your new contact but also confirms the key details you have on file, building trust and starting the relationship on a high note. What it does Triggers** when a new contact is created in Xero. Filters* to ensure it only runs for *new contacts, not updates. Fetches** the full contact details (Name, Address, Phone) from Xero for personalization. Builds** a beautifully formatted HTML email using the contact's data. Sends** the final, personalized email to the new contact via your preferred SMTP service. Setup Guide Follow these steps carefully to configure this workflow for your own use. IMPORTANT: Handling Xero Webhook Signatures > Xero webhooks require a signature verification that the standard n8n Webhook node cannot perform directly. To solve this, this workflow is designed to be used with a simple proxy application. > You must first set up a small Express.js (or similar) application on your own server/VPS. > 1. This app receives the webhook from Xero and verifies the signature. > 2. Once verified, it forwards the clean JSON payload to the n8n Webhook URL. > The first node in this workflow, Start: New Contact in Xero, contains the URL where your proxy app should send the data. Step 1: Credentials This workflow requires two sets of credentials. (Node: Fetch Full Contact Details from Xero) Xero Account:** Select the Fetch Full Contact Details from Xero node. In the Credential for Xero API field, select your existing credential or click Create New to connect your Xero account to n8n. (Node: Send Personalized Welcome Email) SMTP Account:** Select the Send Personalized Welcome Email node. In the Credential for SMTP field, select your existing credential or click Create New to connect your email provider (e.g., Gmail, Outlook, SendGrid) to n8n. Step 2: Customize Your Email Template This is where you make the email your own! Select the Build Personalized HTML Email (Code) node. Inside the code editor, you'll need to update the following placeholders: Line 35: Change https://yourdomain.com/images/logo.png to the direct URL of your company's logo. Line 47: Change https://yourdomain.com/ to the link you want the main call-to-action button to go to (e.g., your website or a client portal). Line 53: Change [email protected] to your company's support email address. Line 54: Change [Your Company Name] to your actual company name. Step 3: Activate Your Workflow Click the Active toggle in the top-right corner of the n8n canvas. Save the workflow. Now, go to your Xero account, create a new contact, and watch the magic happen! A beautiful, personalized email will be sent automatically. Need Help or More Advanced Workflows? At Elegant BizTech, we specialize in creating powerful, custom automations that streamline your business processes. Visit our website:** https://www.elegantbiztech.com/ Contact us for a consultation:** [email protected]