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

Высокая сложность Триггер25 узлов🏷️ Invoice Processingот Avkash Kakdiya

Обзор

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

Использованные узлы

Google SheetsHTTP RequestSlackGmailNotionCode

Предпросмотр рабочего процесса

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

Как это работает

  1. 1

    Триггер

    Рабочий процесс запускается триггером триггер.

  2. 2

    Обработка

    Данные проходят через 25 узлов, connecting code, errortrigger, gmail.

  3. 3

    Вывод

    Рабочий процесс завершает автоматизацию и доставляет результат в настроенное место назначения.

Детали узлов (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

Как импортировать этот рабочий процесс

  1. 1Нажмите кнопку Скачать JSON справа, чтобы сохранить файл рабочего процесса.
  2. 2Откройте ваш экземпляр n8n. Перейдите в Рабочие процессы → Новый → Импорт из файла.
  3. 3Выберите скачанный файл generate-and-track-invoices-with-hubspot-gmail-slack-sheets-and-notion и нажмите Импортировать.
  4. 4Настройте учётные данные для каждого узла сервиса (ключи API, OAuth и т.д.).
  5. 5Нажмите Протестировать рабочий процесс, чтобы убедиться в правильной работе, затем активируйте его.

Или вставьте напрямую в n8n → Импорт из JSON:

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

Интеграции

codeerrortriggergmailgooglesheetshttprequesthubspottriggerifnotionslackwait

Получить этот рабочий процесс

Скачайте и импортируйте одним кликом

Скачать JSONПросмотреть на n8n.io
Узлы25
Сложностьhigh
Триггерtrigger
КатегорияInvoice Processing

Создан

Avkash Kakdiya

Avkash Kakdiya

@itechnotion

Теги

codeerrortriggergmailgooglesheetshttprequesthubspottriggerifnotionslackwait

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