n8n Workflow: Create freee Invoice Drafts from Won HubSpot Deals

Turn newly won HubSpot deals into freee請求書 invoice drafts—automatically

This n8n workflow watches for closed-won HubSpot deals and creates UNSENT invoice drafts in freee請求書 by mapping HubSpot companies to freee partners, copying line items, and sending one clear Slack status update with links back to each deal.

What this workflow does

• Runs every weekday at 9:00 (or on-demand) and loads configuration like your freee company ID, a lookback window, and the Slack channel.
• Pulls recently closed-won HubSpot deals, your list of freee partners, and recent freee invoices for the configured company.
• Prevents duplicates by filtering out deals that already have a corresponding freee invoice—detected via a hubspot-deal:<dealId> marker in the invoice memo.
• For each remaining deal, fetches the related HubSpot company and line items, then validates:
  • there is exactly one company,
  • the currency is JPY,
  • and there are no discounts.
• Creates a single UNSENT draft invoice in freee請求書, matching the partner by shortcut2 containing hubspot:<companyId>.
• Posts one Slack message summarizing created drafts and skipped deals, and writes a HubSpot note on each deal where a draft was created.

Use cases

• Reduce manual work after sales closes: automatically prepare freee invoice drafts from HubSpot closed-won deals.
• Improve accuracy: copy HubSpot line items into freee while enforcing JPY + “no discounts” rules.
• Operational visibility: get a consolidated Slack report with links for quick review.

Technical details

• Integrations/credentials: HubSpot private app token (read deals, companies, line items; create notes) and freee OAuth2 (read partners & invoices; create invoices).
• Workflow nodes: if, set, code, slack, sticky note, and http request.

Category: n8n automation workflow • Goal: “freee請求書 invoice drafts from Won HubSpot Deals” with Slack reporting.