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9 Workflow Templates
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- If
- Edit Fields (Set)
- +5
Sync Attio CRM with Jotform & Slack for deal updates & sales alerts
39⋅4 months ago
- Send Email
- If
- Edit Fields (Set)
- +10
Generate invoices and send AI-summarized reminders with Jotform and QuickBooks
45⋅4 months ago
- If
- Edit Fields (Set)
- Loop Over Items (Split in Batches)
- +10
Automate invoice creation & smart reminders with Jotform, QuickBooks & Outlook AI
96⋅4 months ago
- If
- Webhook
- QuickBooks Online
- +2
Generate invoices for customers with Jotform and QuickBooks
106⋅4 months ago
- Send Email
- If
- Slack
- +6
Automate invoice generation & email delivery with Jotform, Xero & GPT-4o-mini
142⋅4 months ago
- If
- Edit Fields (Set)
- Loop Over Items (Split in Batches)
- +10
Automated invoice generation & payment reminders with QuickBooks, Jotform & GPT-4o
196⋅4 months ago
- Webhook
- Xero
- Gmail
- +4
Generate professional invoices with Jotform, Xero, and GPT-powered emails
198⋅4 months ago
- Send Email
- If
- Edit Fields (Set)
- +10
Generate invoices and send AI-powered reminders with Jotform and Xero
260⋅4 months ago
- If
- Webhook
- Telegram
- +8
Automated invoice creation & customer communication with Jotform, Xero, Outlook & Telegram
409⋅4 months ago
