Echtzeit-Synchronisation von QuickBooks-Rechnungen mit Slack

Fortgeschritten

Dies ist ein Invoice Processing, Multimodal AI-Bereich Automatisierungsworkflow mit 10 Nodes. Hauptsächlich werden Code, Slack, Webhook, Quickbooks und andere Nodes verwendet. Automatisierung von Echtzeit-QuickBooks-Rechnungsbenachrichtigungen in Slack

Voraussetzungen
  • Slack Bot Token oder Webhook URL
  • HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "id": "HryakGwRjy2LO1wa",
  "meta": {
    "instanceId": "1a54c41d9050a8f1fa6f74ca858828ad9fb97b9fafa3e9760e576171c531a787"
  },
  "name": "Real-Time QuickBooks Invoice Sync to Slack",
  "tags": [],
  "nodes": [
    {
      "id": "4cbf005e-2368-4c6d-b3ab-e3530953ad40",
      "name": "QuickBooks Webhook-Trigger",
      "type": "n8n-nodes-base.webhook",
      "position": [
        120,
        900
      ],
      "webhookId": "{YOUR_WEBHOOK_ID}",
      "parameters": {
        "path": "quickbooks-invoice",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 1
    },
    {
      "id": "0537ea5b-7013-4190-97ae-6e54501049bc",
      "name": "Code",
      "type": "n8n-nodes-base.code",
      "position": [
        1300,
        900
      ],
      "parameters": {
        "jsCode": "return items.map(item => {\n  return {\n    json: {\n      ID: item.json.Id,\n      Domain: item.json.domain,\n      \"Customer Name\": item.json.CustomerRef?.name || \"\",\n      \"Due Date\": item.json.DueDate || \"\"\n    }\n  };\n});\n"
      },
      "typeVersion": 2
    },
    {
      "id": "edb8d672-8327-4218-810e-17fc6a24d35f",
      "name": "Rechnung abrufen",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        740,
        900
      ],
      "parameters": {
        "resource": "invoice",
        "invoiceId": "={{ $json.body.eventNotifications[0].dataChangeEvent.entities[0].id }}"
      },
      "typeVersion": 1
    },
    {
      "id": "75b72ba9-98a1-4369-a930-2189e3cead72",
      "name": "Haftnotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        -40
      ],
      "parameters": {
        "color": 3,
        "width": 480,
        "height": 360,
        "content": "## 🛠️ Prerequisites\n\nBefore running this workflow, make sure the following are set up:\n\n1. **QuickBooks Webhook Configuration**  \n   - Connect the **production URL** of your webhook to the **Intuit Developer Portal** for your specific company.  \n   - Ensure **Invoice** events are subscribed and activated (e.g., create, update, delete).\n\n2. **Slack account Integration**  \n   - Connect your **Slack client credentials**.  \n\n\nOnce these are in place, your workflow will seamlessly capture and log every invoice change in real time. 🚀📊\n"
      },
      "typeVersion": 1
    },
    {
      "id": "ca26318b-5b28-4f13-b46e-ec7c6e055579",
      "name": "Haftnotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -60,
        1040
      ],
      "parameters": {
        "width": 380,
        "height": 360,
        "content": "### Step 1: Webhook Trigger Activated! 🪝📢\n\nThis node is the **starting point** of the workflow.\n\nIt listens for **invoice changes in QuickBooks**\n\nWhat it does:\n\n- 📡 Captures the event in real time from QuickBooks.\n- 📦 Passes the invoice data into the workflow instantly.\n- 🔄 Eliminates the need for manual checks or periodic polling.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "de869e01-8b5d-40f6-a441-367ed61d32cd",
      "name": "Haftnotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        560,
        480
      ],
      "parameters": {
        "color": 5,
        "width": 460,
        "height": 400,
        "content": "### Step 2: Invoice Data Fetcher 📄🔍\n\nThis node uses the **Get an Invoice** operation to pull full details of the invoice from QuickBooks.\n\nWhy this step is important:\n\n- ✅ Retrieves complete and up-to-date invoice information.\n- 📊 Captures fields like invoice number, date, customer.\n- 🧾 Ensures the Google Sheet reflects the exact state of the invoice at the moment of the event.\n\nIt’s the step that turns a simple event notification into a fully detailed record. 📥✨\n"
      },
      "typeVersion": 1
    },
    {
      "id": "9e919726-2e33-4d1a-90af-ce811a5435c0",
      "name": "Haftnotiz3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1140,
        1040
      ],
      "parameters": {
        "color": 3,
        "width": 420,
        "height": 320,
        "content": "### Step 3: JSON Formatter 🛠️📦\n\nThis **Code** node takes the raw invoice data from QuickBooks and formats it into a clean, structured JSON object—ready to be sent to Slack channel\n\nWhat it does:\n\n- 🧹 Extracts only the necessary fields (e.g., id, domain, Customer Name, Due Date).\n- 🔄 Converts the data into the correct order and structure for the message.\n- 📐 Ensures consistent formatting so every message in the channel stays organized.\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "7e01de38-6b16-48fa-b125-dd0da09472de",
      "name": "Haftnotiz4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1700,
        440
      ],
      "parameters": {
        "color": 6,
        "width": 540,
        "height": 440,
        "content": "### Step 4: Slack Message Generator 💬⚡\n\nThis node creates a **custom message** to notify your Slack channel about the new or updated invoice.\n\n**Sample message format**:  \n> Invoice having ID: `160` having the Domain: `QBO` for the customer `Rondonuwu Fruit and Vegi` which is due on `2025-09-07` has been generated successfully.\n\nWhat it does:\n\n- 🧠 Dynamically fills in invoice details (ID, Domain, Customer Name, Due Date).\n- 📢 Prepares a human-readable message for instant team updates.\n- ✅ Keeps everyone in the loop without having to check QuickBooks manually.\n\nClear, concise, and delivered straight to your Slack workspace. 📡\n"
      },
      "typeVersion": 1
    },
    {
      "id": "0bd08387-d175-44f4-8f83-d37792c76de0",
      "name": "Nachricht senden",
      "type": "n8n-nodes-base.slack",
      "position": [
        1960,
        900
      ],
      "webhookId": "3022ba8d-9f02-474a-9bed-997eea9a690d",
      "parameters": {
        "text": "=Invoice having ID: {{ $json.ID }} having the Domain: {{ $json.Domain }} for the customer {{ $json[\"Customer Name\"] }} which is due on {{ $json[\"Due Date\"] }} has been generated successfully\n",
        "select": "channel",
        "blocksUi": "=[\n  {\n    \"type\": \"section\",\n    \"text\": {\n      \"type\": \"mrkdwn\",\n      \"text\": \"Invoice having ID: {{ $json.ID }} having the Domain: {{ $json.Domain }} for the customer {{ $json['Customer Name'] }} which is due on {{ $json['Due Date'] }} has been generated successfully\"\n    }\n  }\n]\n",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "{YOUR_SLACK_CHANNEL_ID}",
          "cachedResultName": "n8nmessages"
        },
        "messageType": "block",
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "typeVersion": 2.3
    },
    {
      "id": "33917945-18e9-4a9a-8bf2-9bb131838de5",
      "name": "Haftnotiz5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1880,
        1120
      ],
      "parameters": {
        "color": 3,
        "width": 420,
        "height": 320,
        "content": "### Get in Touch\n\nPlease feel free to reachout to us, if you need any help in settin up this workflow.\n\nWe can also help customize workflow pet the use-case. \n\nReach out us at: getstarted@intuz.com\n\nWebsite: https://www.intuz.com/\n\n"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "51ee5907-ffb1-46fe-8ea9-cda24f3190a9",
  "connections": {
    "0537ea5b-7013-4190-97ae-6e54501049bc": {
      "main": [
        [
          {
            "node": "0bd08387-d175-44f4-8f83-d37792c76de0",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "edb8d672-8327-4218-810e-17fc6a24d35f": {
      "main": [
        [
          {
            "node": "0537ea5b-7013-4190-97ae-6e54501049bc",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "QuickBooks Webhook": {
      "main": [
        [
          {
            "node": "edb8d672-8327-4218-810e-17fc6a24d35f",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Fortgeschritten - Rechnungsverarbeitung, Multimodales KI

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Fortgeschritten
Anzahl der Nodes10
Kategorie2
Node-Typen5
Schwierigkeitsbeschreibung

Für erfahrene Benutzer, mittelkomplexe Workflows mit 6-15 Nodes

Autor
Intuz

Intuz

@intuz

Workflow automation can help automate your routine activities and help saves $$$, as well as hours of time. As a boutique tech consulting company, Intuz help businesses with custom AI/ML, AI Workflow Automations, and software development. Automate your business workflow for: Sales Marketing Accounting Finance Operations E-Commerce Customer Support Admin & Backoffice Logistics & Supply Chain

Externe Links
Auf n8n.io ansehen

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Kategorien

Kategorien: 34