Generate and track invoices with HubSpot, Gmail, Slack, Sheets, and Notion — Flujo de trabajo n8n

Alta complejidad Disparador25 nodos🏷️ Invoice Processingpor Avkash Kakdiya

Descripción general

How it works
This workflow triggers when a HubSpot deal stage changes to Closed Won and automatically generates an invoice. It collects deal and contact data, builds a styled invoice, converts it into a PDF, and sends it to the client. The system logs all invoices and alerts the team, then monitors payment status with automated reminders. If payment is delayed, it escalates the issue and handles errors separately.

Step-by-step

Trigger and data collection**
HubSpot - Deal Trigger – Star

Nodos utilizados

Google SheetsHTTP RequestSlackGmailNotionCode

Vista previa del flujo de trabajo

Automated Invoice & Follow-Up System
How it works
This workflow triggers when a HubSpot deal is marked as
Trigger & Data Collection
Triggers on deal stage change.
Fetches deal + contact details from HubSpot.
Invoice Generation
Builds invoice data and creates styled HTML.
Send & Store Invoice
Converts to PDF, logs in systems,
emails client, and alerts team.
Send & Store Invoice
Converts to PDF, logs in systems,
emails client, and alerts team.
Escalation & Errors
Handles overdue invoices and workflow failures.
Alerts team and updates records.
Error Handling
Captures any workflow failure
and sends alert to Slack for quick action.
🎯 HubSpot - Deal Trigger
🔀 IF - Is Deal Closed W…
🏷️ HTTP - Get Deal Deta…
🔗 HTTP - Get Deal Assoc…
⚙️ Code - Extract Contac…
👤 HTTP - Get Contact De…
📄 Code - Build Invoice …
🖨️ HTTP - Generate PDF
📊 Google Sheets - Log I…
📓 Notion - Create Invoi…
📧 Gmail - Send Invoice …
💬 Slack - Invoice Sent …
⏳ Wait - 7 Day Payment W…
🔍 HTTP - Recheck Deal S…
🔀 IF - Payment Received?
✅ Slack - Payment Confir…
📧 Gmail - Follow-up Ema…
⏳ Wait - 5 More Days
🔍 HTTP - Final Payment …
🔀 IF - Still Unpaid? (E…
🚨 Slack - Escalation Al…
📓 Notion - Flag as Over…
✅ Slack - Late Payment C…
⚡ Error Trigger
🚨 Slack - Workflow Erro…
25 nodes23 edges

Cómo funciona

  1. 1

    Disparador

    El flujo de trabajo comienza con un disparador disparador.

  2. 2

    Procesamiento

    Los datos fluyen a través de 25 nodos, connecting code, errortrigger, gmail.

  3. 3

    Salida

    El flujo de trabajo completa su automatización y entrega el resultado al destino configurado.

Detalles de nodos (25)

GO

Google Sheets

googleSheets

#1
HT

HTTP Request

httpRequest

#2
SL

Slack

slack

#3
GM

Gmail

gmail

#4
NO

Notion

notion

#5
CO

Code

code

#6

Cómo importar este flujo de trabajo

  1. 1Haz clic en el botón Descargar JSON a la derecha para guardar el archivo del flujo de trabajo.
  2. 2Abre tu instancia de n8n. Ve a Flujos de trabajo → Nuevo → Importar desde archivo.
  3. 3Selecciona el archivo generate-and-track-invoices-with-hubspot-gmail-slack-sheets-and-notion descargado y haz clic en Importar.
  4. 4Configura las credenciales para cada nodo de servicio (claves API, OAuth, etc.).
  5. 5Haz clic en Probar flujo de trabajo para verificar que todo funcione, luego actívalo.

O pega directamente en n8n → Importar desde JSON:

{ "name": "Generate and track invoices with HubSpot, Gmail, Slack, Sheets, and Notion", "nodes": [...], ...}

Integraciones

codeerrortriggergmailgooglesheetshttprequesthubspottriggerifnotionslackwait

Obtener este flujo de trabajo

Descarga e importa con un solo clic

Descargar JSONVer en n8n.io
Nodos25
Complejidadhigh
Disparadortrigger

Creado por

Avkash Kakdiya

Avkash Kakdiya

@itechnotion

Etiquetas

codeerrortriggergmailgooglesheetshttprequesthubspottriggerifnotionslackwait

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Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

🔗 Webhook·12 nodes