Use Cases
- Automate invoice generation from Xero
- Send invoices directly to clients via email
- Reduce manual errors in invoicing processes
- Enhance efficiency in financial operations
How It Works
Trigger the workflow with an incoming webhook from Xero Fetch the invoice data using an HTTP request Generate a PDF from the fetched invoice details Send the generated PDF to the specified email address
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL in Xero to trigger the workflow
- 3Set up the email parameters for sending invoices
- 4Test the workflow to ensure proper functionality
Apps Used
Xero
Categories
Target Roles
Industries
Tags
#pdf automation
#email automation
#process automation