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Finans, Faturalar ve Muhasebe
Create freee請求書 invoice drafts from won HubSpot deals with Slack updates
On a schedule, it processes financial data using Slack, HubSpot.
Ne yapar
## Create freee invoice drafts from won HubSpot deals When a deal is won in HubSpot, the invoice should be ready in freee請求書 without retyping the customer and the items. This workflow creates an UNSENT invoice draft from the deal's line items; a person checks it and sends it from freee. No AI. ### How it works 1. Every weekday at 9:00 (or Run now) it reads deals in the won stage closed in the last lookback_days, freee partners and recent invoices. 2. A deal is skipped when an invoice memo already carries hubspot-deal: , so reruns never duplicate. 3. The freee partner is found only by the link hubspot: in shortcut2, never by name. 4. Code builds the lines from the line items and computes the totals; a deal amount that matches neither the net nor the total is flagged. Deals with discounts, other currencies or no line items are listed for a person. 5. One Slack message; a note on each deal. ### Setup steps 1. HubSpot Service key: deals read and write, line items and companies read. 2. freee app: partners read, invoices read and write; n8n OAuth2 API credential. 3. Slack credential; invite the app to the channel. 4. Fill Config and click Run now. ### Customization Set prices_include_tax, tax_rate and payment terms. Turn on use_amount_without_items to invoice deals without line items as one line.
Adımlar
- Weekdays 9:00
- Run now
- Config
- Read the HubSpot account
- Find won deals
- Read freee partners
- Read recent freee invoices
- Pick deals not invoiced
- Anything to invoice?
- Read the deal links
- Read the line items
- Check and build
- Ready to create?
- Create the freee invoice
Toplam 19 adım.
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