Use Cases
- Automatically send Xero invoices to a Slack channel for team visibility.
- Generate PDF invoices from Xero and share them instantly in Slack.
- Streamline financial communication by integrating invoicing with team collaboration tools.
How It Works
Trigger the workflow upon receiving a new invoice from Xero. Fetch the invoice data from Xero using an HTTP request. Generate a PDF from the fetched invoice data. Send the generated PDF to a specified Slack channel.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook trigger to receive incoming requests.
- 3Set up the HTTP request to fetch invoice data from Xero.
- 4Adjust the Slack integration settings to specify the channel for notifications.
Apps Used
Xero
Slack
Categories
Target Roles
Industries
Tags
#pdf automation
#slack automation
#workflow management