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QuickBooks
Finance & Accountingfree

Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Gmail

by AppUnits AIUpdated Aug 2026
RequiresQuickBooksQuickBooksOpenAIGmailGmail
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WeReceive form submissionReceive form su…IfIfGet the productCreate the invoiceCreate the invo…Send the invoiceCheck if the customer existsCheck if the cu…Create the customerCreate the cust…Update the customerUpdate the cust…CoFormat dataCoAdd customer idCoAdd item idSeAdd reminders configAdd reminders c…DTInsert invoice id to DBInsert invoice …DTGet InvoicesGet the invoiceIfIf2AgAI AgentOpenAI Chat ModelOpenAI Chat Mod…SwSwitchScSchedule reminders triggerSchedule remind…SILoop over invoicesLoop over invoi…DTGet today's sent remindersGet today's sen…DTIncrease sent remindersIncrease sent r…DTDelete invoiceIfIf3Send reminder emailSend reminder e…Send reminders sent summarySend reminders …12345678910111213141516171819202122232425262728293031
1/5
STEPS · 31
Starts on an incoming request

On a form webhook, creates QuickBooks invoices and sends AI-drafted payment reminders via Gmail on a schedule.

Tags

webhookadvancedQuickBooksOpenAIInvoice Processingdiscoveredpending-review
Connects
quickbooksQuickBooksOpenAIgmailGmail
CategoryFinance & Accounting
Triggerwebhook
Complexityadvanced
Nodes27
AddedJun 27, 2026