This n8n template from Intuz provides a complete and automated solution for full-cycle invoicing, orchestrating a seamless flow between Airtable, QuickBooks, and Stripe.
This is the ultimate sales-to-cash automation. When a deal in Airtable is marked "Approved for Invoicing," this workflow intelligently syncs customer data across QuickBooks and Stripe (creating them if they don't exist), generates an official QuickBooks invoice, creates a Stripe payment link, and then updates the original Airt
Nodes used
AirtableHTTP RequestQuickBooks OnlineStripeCode
Workflow Preview
Step 1: Airtable Trigger 🚦📋
This node triggers the workflow whenever there is a cha
Why this step is important:
- ⏰
Step 2: Airtable Search Records 🔍📋
This node searches and retrieves all records from a spe
Why this step is important:
- 🔎 Gathers complete data from the table for processi
Step 3: Status Check (If Node) ✅❌
This node checks whether the Status field is set to 'Ap
- True: Continues with the workflow.
- False: Gracefully exits the
Graceful Exit (No-Op Node) 🛑✨
This No Operation node acts as a graceful exit point fo
Why this step is important:
- 🛡️ Prevents furt
Step 4: Find Customer in QuickBooks 🔍👤
This node uses the Find Customer operation to search fo
Why this step is important:
Step 5: Customer Existence Check (If Node) ❓✅
This node checks whether a customer exists in QuickBook
- False: Customer exists; workflow continues without cr
- Tru
Create Customer in QuickBooks ➕👤
This node uses the Create Customer operation to add a n
Why this step is important:
- 🆕 Adds new customers
Step 6: Merge Customer Data Node 🔗📊
This node merges data from existing customers with newl
Why this step is important:
- 🔄 Combines customer information into a singl
Step 7: Stripe Customer ID Check (If Node) 🔍
This node checks whether the Stripe Customer ID already
- True: Stripe Customer ID exists; proceeds to find th
Find Customer in Stripe 🔍💳
This node uses the Find Customer operation to search fo
Why this step is important:
- 🔎 Quickly locates the
Step 8: Merge Stripe Customer Data Node 🔗💳
This node merges data from the If Node decision with th
Why this step is i
Step 9: Stripe Customer Existence Check (If N
This node checks whether a Stripe customer exists based
- True: Customer does not exist; proceeds to create a n
Create Customer in Stripe ➕💳
This node uses the Create Customer operation to add a n
Why this step is important:
- 🆕
Step 10: Merge New Stripe Customer Data Node
This node merges data from the previous If Node with th
Why this step is important:
- 🔄 Combines decisio
Step 11: Search Records in Airtable 🔍📋
This node searches for complete records in the Airtable
Why this step is important:
- 🔎
Step 12: Update Records in Airtable ✏️🔄
This node updates the Airtable records to add or modify
Why this st
Step 13: Generate Stripe Payment Link (HTTP R
This node sends a POST HTTP request with the Stripe Pri
Why t
Step 14: Fetch All Products from QuickBooks (
This node sends an HTTP request to retrieve all product
Why this step is important:
- 📋 Gathers the full product
Step 15: Filter Products by Airtable Data (Co
This node runs custom code to filter and return only th
Why this step is important:
- 🎯 Narrow
Step 16: Create Invoice in QuickBooks 🧾✨
This node uses the Create Invoice operation to generate
Why this step is important:
- 📄
Step 17: Update Airtable Records ✏️🔄
This node updates Airtable records with the newly creat
Why this step is important:
- 🔗 Keeps Airtab
Step 18: Workflow Completion (No-Op Node) ✅🎉
This No Operation node marks the successful completion
Why this step is important:
- 🎯 Signifies a clean and error-free
Prerequisites ⚙️🔗
AIRTABLE
- Create and connect your Airtable account using a Pers
- Create a table with the following columns:
- Deal Name - Short representation
Get in Touch
Please feel free to reachout to us, if you need any hel
We can also help customize workflow pet the use-case.
