Automate invoice creation & smart reminders with Jotform, QuickBooks & Outlook AI
Receive form submission
If
Get the product
quickbooks
Create the invoice
quickbooks
Send the invoice
quickbooks
Check if the customer exists
quickbooks
Create the customer
quickbooks
Update the customer
quickbooks
Format data
Add customer id
Add item id
Add reminders config
Insert invoice id to DB
noOp
Get Invoices
noOp
Get the invoice
quickbooks
If2
AI Agent
openai
OpenAI Chat Model
gpt-4o-mini
Switch
Schedule reminders trigger
Loop over invoices
noOp
Get today's sent reminders
noOp
Increase sent reminders
noOp
Delete invoice
noOp
If3
Send reminder email
outlook
Send reminders sent summary
outlook
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