Send tiered overdue invoice reminders with Xero, Gmail, Slack, and Google Sheets
Ready for 3.0What this workflow does
This workflow has 13 nodes and runs on a schedule (cron 0 8 * * *). Along the way it connects Xero, Google Sheets, Gmail and Slack.
How it runs
Trigger: On a schedule (cron 0 8 * * *).
- Set Reminder Configurations (Edit Fields (Set)): sets 5 fields: tier1Days, tier2Days, tier3Days…
- Fetch Unpaid Invoices in Xero (Xero): get many
- Calculate Overdue Days and Tier (Code): runs custom JavaScript code
- Check Sent Invoices in Sheets (Google Sheets): uses Google Sheets
- If: checks a condition and branches into true / false
- Route by Overdue Tier (Switch): routes items into 3 branches
- Send Day 7 Reminder Email (Gmail): uses Gmail
- Send Day 14 Reminder Email (Gmail): uses Gmail
- Alert Account Owner on Slack (Slack): uses Slack
- Escalate on Slack and Assign Call Task (Slack): uses Slack
…plus 2 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Xero
n8n-nodes-base.xero - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - If
n8n-nodes-base.if - Switch
n8n-nodes-base.switch - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - Merge
n8n-nodes-base.merge
From the author
Quick overview This workflow runs daily to pull unpaid invoices from Xero, calculates how overdue they are, sends tiered Gmail reminders and Slack alerts, and logs each invoice-tier reminder in Google Sheets to prevent duplicate follow-ups. How it works 1.…