Generate and track invoices with HubSpot, Gmail, Slack, Sheets, and Notion — n8n 워크플로

높음 복잡도 트리거25개의 노드🏷️ Invoice Processing작성자: Avkash Kakdiya

개요

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

사용된 노드

Google SheetsHTTP RequestSlackGmailNotionCode

워크플로 미리보기

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

작동 원리

  1. 1

    트리거

    워크플로는 트리거 트리거로 시작합니다.

  2. 2

    처리

    데이터가 25개의 노드를 통해 흐릅니다, connecting code, errortrigger, gmail.

  3. 3

    출력

    워크플로가 자동화를 완료하고 구성된 대상에 결과를 전달합니다.

노드 세부 정보 (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

이 워크플로 가져오는 방법

  1. 1오른쪽의 JSON 다운로드 버튼을 클릭하여 워크플로 파일을 저장합니다.
  2. 2n8n 인스턴스를 열고 워크플로 → 새로 만들기 → 파일에서 가져오기로 이동합니다.
  3. 3다운로드된 generate-and-track-invoices-with-hubspot-gmail-slack-sheets-and-notion 파일을 선택하고 가져오기를 클릭합니다.
  4. 4각 서비스 노드에 대한 자격 증명(API 키, OAuth 등)을 설정합니다.
  5. 5워크플로 테스트를 클릭하여 모든 것이 작동하는지 확인한 후 활성화합니다.

또는 n8n → JSON에서 가져오기에 직접 붙여넣기:

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

통합

codeerrortriggergmailgooglesheetshttprequesthubspottriggerifnotionslackwait

이 워크플로 가져오기

한 번의 클릭으로 다운로드 및 가져오기

JSON 다운로드n8n.io에서 보기
노드25
복잡도high
트리거trigger
카테고리Invoice Processing

제작자

Avkash Kakdiya

Avkash Kakdiya

@itechnotion

태그

codeerrortriggergmailgooglesheetshttprequesthubspottriggerifnotionslackwait

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