Use Cases
- Automate PDF generation for invoices in Xero
- Streamline invoicing processes for finance teams
- Reduce manual errors in invoice handling
How It Works
Trigger the workflow upon receiving a new invoice request Fetch invoice details from Xero using an HTTP request Generate a PDF invoice based on the fetched data Send the generated PDF invoice back to Xero
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL to receive incoming requests
- 3Set up authentication for Xero API access
- 4Test the workflow with a sample invoice to ensure functionality
Apps Used
Xero
Slack
Categories
Target Roles
Industries
Tags
#document automation
#pdf automation
#workflow management