Use Cases
- Automate invoice generation from Xero to reduce manual entry.
- Store invoices securely in Google Drive for easy access and sharing.
- Enhance productivity by minimizing repetitive tasks in invoice management.
- Ensure timely delivery of invoices to clients without manual intervention.
How It Works
Trigger the workflow with an incoming request from Xero. Fetch the invoice data from the Xero platform. Generate a PDF invoice using the fetched data. Send the generated PDF to Google Drive for storage.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL in Xero to trigger the workflow.
- 3Set up the necessary authentication for Xero and Google Drive.
- 4Test the workflow to ensure invoices are generated and sent correctly.
Apps Used
Xero
Google Drive
Categories
Target Roles
Industries
Tags
#document automation
#pdf automation
#cloud file sync