Automate 3-way invoice matching from Gmail to Xero with Slack and Teams alerts
UnknownWhat this workflow does
This workflow has 10 nodes and runs from “Gmail” (no trigger node, so run it manually or call it from another workflow). Along the way it connects Gmail, Google Sheets, Google Drive and Xero and 2 more.
How it runs
Trigger: From “Gmail” (no trigger node, so run it manually or call it from another workflow).
- Gmail: uses Gmail
- Vault: Get Decryption Key (Google Sheets): lookup
- Unlock password protected PDF (Htmlcsstopdf): unlock pdf (pdf security)
- Intelligence Engine (Code): runs custom JavaScript code
- Drive: Fetch PO & Receipt (Google Drive): download
- Merge multiple PDFS into one (Htmlcsstopdf): work with pdf manipulation
- Xero: work with bill
- Switch: routes items into 2 branches
- Slack: uses Slack
- Teams: Dept Head Notify (HTTP Request): calls an HTTP API
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-htmlcsstopdf is verified or supports 3.0 (used in Unlock password protected PDF, Merge multiple PDFS into one).
Nodes used (9)
- Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - Google Drive
n8n-nodes-base.googleDrive - Xero
n8n-nodes-base.xero - Switch
n8n-nodes-base.switch - Slack
n8n-nodes-base.slack - HTTP Request
n8n-nodes-base.httpRequest - Htmlcsstopdf
n8n-nodes-htmlcsstopdf.htmlcsstopdf
From the author
Intelligent Financial Invoice Hub: AI Parsing, 3-Way Matching & Multi-Channel Alerting 🎯 Description This is an enterprise-grade solution designed for complex finance departments. It automates the entire accounts payable lifecycle by combining secure…