Automation library · Money admin

Generate and track invoices with HubSpot and Gmail

Started by an event in a connected app, and works across Gmail, Google Sheets, Notion and Slack. 25 steps, 3 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

Large

Download free
25 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
2Loops or waits
4Services it connects to

The flow

Starts it 2Logic 7Service 16

The steps in the order they run, from what starts it.

  1. 1🎯 HubSpot - Deal TriggerHubspot triggerStarts it
  2. 2⚡ Error TriggerError triggerStarts it
  3. 3🔀 IF - Is Deal Closed Won?IfLogic
  4. 4🚨 Slack - Workflow Error AlertSlackService
  5. 5🏷️ HTTP - Get Deal DetailsHttp RequestService
  6. 6🔗 HTTP - Get Deal AssociationsHttp RequestService
  7. 7⚙️ Code - Extract Contact IDCodeLogic
  8. 8👤 HTTP - Get Contact DetailsHttp RequestService
  9. 9📄 Code - Build Invoice + HTMLCodeLogic
  10. 10🖨️ HTTP - Generate PDFHttp RequestService
  11. 11📊 Google Sheets - Log InvoiceGoogle SheetsService
  12. 12📓 Notion - Create Invoice RecordNotionService
  13. 13📧 Gmail - Send Invoice EmailGmailService
  14. 14💬 Slack - Invoice Sent AlertSlackService
  15. 15⏳ Wait - 7 Day Payment WindowWaitLogic
  16. 16🔍 HTTP - Recheck Deal StageHttp RequestService
  17. 17🔀 IF - Payment Received?IfLogic
  18. 18✅ Slack - Payment ConfirmedSlackService
  19. 19📧 Gmail - Follow-up Email #1GmailService
  20. 20⏳ Wait - 5 More DaysWaitLogic
  21. 21🔍 HTTP - Final Payment CheckHttp RequestService
  22. 22🔀 IF - Still Unpaid? (Escalate)IfLogic
  23. 23🚨 Slack - Escalation AlertSlackService
  24. 24📓 Notion - Flag as OverdueNotionService
  25. 25✅ Slack - Late Payment ConfirmedSlackService

How it's built

Starts on
An event in a connected app
Steps
25, with 3 branches, 2 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets, Notion, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, Notion and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 25 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 25 steps before you point it at anything that matters.