{"product_id":"pipedrive-closed-won-xero-draft-invoice-slack-approval-n8n","title":"Pipedrive Closed Won → Xero Draft Invoice + Slack Approval (n8n)","description":"\u003ch3\u003ePipedrive Closed Won → Xero Draft Invoice + Slack Approval (n8n)\u003c\/h3\u003e\n\u003cp\u003eAutomatically generate a \u003cstrong\u003eXero draft invoice\u003c\/strong\u003e when a \u003cstrong\u003ePipedrive deal\u003c\/strong\u003e hits \u003cstrong\u003eClosed Won\u003c\/strong\u003e, then send it to \u003cstrong\u003eSlack for approval\u003c\/strong\u003e—authorising and emailing the invoice to the customer only after it’s approved. Perfect for removing manual invoicing delays.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTriggers on deal stage change\u003c\/strong\u003e: Watches for a change in Pipedrive and continues only when the deal \u003cem\u003enewly\u003c\/em\u003e enters the configured \u003cstrong\u003eClosed Won\u003c\/strong\u003e stage.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBuilds invoicing contact details\u003c\/strong\u003e: Fetches the deal’s person data and prepares the contact name and email for invoicing.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFinds or creates a Xero contact\u003c\/strong\u003e: Searches Xero for an existing contact by email (or by name if email is missing). If none is found, it creates a new Xero contact.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates an ACCREC draft invoice\u003c\/strong\u003e: Pulls deal products from Pipedrive, converts them into Xero invoice line items (or falls back to the deal title\/value), and creates an \u003cstrong\u003eACCREC draft invoice\u003c\/strong\u003e with a calculated due date and configured currency.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRequests approval in Slack\u003c\/strong\u003e: Posts the draft invoice details to a Slack channel and waits for an \u003cstrong\u003eApprove \u0026amp; Send\u003c\/strong\u003e or \u003cstrong\u003eReject\u003c\/strong\u003e decision.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAuthorises and emails on approval\u003c\/strong\u003e: If approved, updates the invoice in Xero to \u003cstrong\u003eAUTHORISED\u003c\/strong\u003e and emails it via Xero when an email address is available, then confirms in Slack.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eStops on rejection\u003c\/strong\u003e: If rejected, leaves the invoice as a draft in Xero and posts a rejection notice to Slack.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eRevenue teams who want \u003cstrong\u003eClosed Won\u003c\/strong\u003e to immediately flow into \u003cstrong\u003eXero invoicing\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eOperations workflows requiring human review via \u003cstrong\u003eSlack approval\u003c\/strong\u003e before invoices are issued.\u003c\/li\u003e\n  \u003cli\u003eSaaS and service businesses standardising invoice creation from Pipedrive deal details.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePipedrive\u003c\/strong\u003e (deal change trigger)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eXero\u003c\/strong\u003e (OAuth2, tenant ID, contacts, ACCREC draft invoice creation, AUTHORISED update, invoice email)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSlack\u003c\/strong\u003e (send invoice request, wait for approval\/rejection)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\u003c\/strong\u003e: if, set, code, pipedrive, xero, slack\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eSetup requirements\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eConnect \u003cstrong\u003ePipedrive\u003c\/strong\u003e credentials and ensure the deal-change trigger webhook is registered.\u003c\/li\u003e\n  \u003cli\u003eConnect \u003cstrong\u003eXero OAuth2\u003c\/strong\u003e credentials, set \u003cstrong\u003eXero-tenant-id\u003c\/strong\u003e, and confirm the configured invoice currency is supported.\u003c\/li\u003e\n  \u003cli\u003eConnect your \u003cstrong\u003eSlack\u003c\/strong\u003e account.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46114702196915,"sku":"N8N-20013","price":13.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/VOGxX45Q7Mz51sS9W3-qA_TGYYe3kJ.png?v=1790586696","url":"https:\/\/buyflowscripts.com\/products\/pipedrive-closed-won-xero-draft-invoice-slack-approval-n8n","provider":"N8N Commerce","version":"1.0","type":"link"}