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Create and send Pennylane invoices from webhook data with Slack and Gmail alerts

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Create and send Pennylane invoices from webhook data with Slack and Gmail alerts preview
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1. Workflow Overview

Who is this for SMEs and freelancers using Pennylane (the leading French accounting platform) who want to automate invoice creation from their CRM, forms, or any business tool. What it does This wo...

Best for

  • Invoice Processing automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.webhook, n8n-nodes-base.code, n8n-nodes-base.httprequest, n8n-nodes-base.if, n8n-nodes-base.set, n8n-nodes-base.slack, n8n-nodes-base.wait

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Gauthier Huguenin.

Original n8n.io source

1.1 Workflow description

Title
Create and send Pennylane invoices from webhook data with Slack and Gmail alerts
Workflow name
Create and send Pennylane invoices from webhook data with Slack and Gmail alerts

Who is this for

SMEs and freelancers using Pennylane (the leading French accounting platform) who want to automate invoice creation from their CRM, forms, or any business tool.

What it does

This workflow receives deal or order data via a POST webhook, searches for the customer in Pennylane by email (or creates one if not found), generates a customer invoice with line items and VAT, optionally sends it by email through Pennylane, and notifies your team via Slack and/or Gmail with an HTML-formatted summary.

How to set up

  1. Import this workflow into n8n
  2. Create a Header Auth credential with name Authorization and value Bearer <YOUR_PENNYLANE_TOKEN>
  3. Select your Slack channel in the SL Send Notification node
  4. (Optional) Connect your Gmail credential for HTML email notifications
  5. Configure invoice numbering in your Pennylane settings (required for finalized invoices)
  6. Send a test POST request to the webhook URL with a sample payload

Requirements

  • Pennylane account with API access (Essentiel plan or higher)
  • Pennylane API token with scopes: customer_invoices:all, customers:all
  • (Optional) Slack workspace for team notifications
  • (Optional) Gmail OAuth for email notifications

How to customize

  • Set draft: true in the Code Build Invoice Payload node to create draft invoices for manual review before finalizing
  • Replace Slack/Gmail with Telegram or any other notification channel
  • See example payloads and CRM mappings (Pipedrive, Sellsy, Axonaut) in the GitHub repo: https://github.com/Gauthier-Huguenin/n8n-pennylane-auto-invoicing

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 2 - WH Receive Invoice Data

Type / Role
n8n-nodes-base.webhook - webhook
Config choices
Version 2.1

Block 3 - Code Validate Payload

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 4 - PL Search Customer

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.4

Block 5 - IF Customer Exists

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.3

Block 6 - PL Create Customer

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.4

Block 7 - Set Customer ID

Type / Role
n8n-nodes-base.set - set
Config choices
Version 3.4

Block 8 - PL Create Invoice

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.4

Block 9 - Code Build Invoice Payload

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 10 - IF Send Email

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.3

Block 11 - Code Build Notification

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 12 - SL Send Notification

Type / Role
n8n-nodes-base.slack - slack
Config choices
Version 2.4

Block 13 - Set Output Response

Type / Role
n8n-nodes-base.set - set
Config choices
Version 3.4

Block 14 - Wait PDF Generation

Type / Role
n8n-nodes-base.wait - wait
Config choices
Version 1.1

Block 15 - PL Send Invoice Email

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.4

Block 16 - GM Send Notification

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.2

Block 17 - IF Has Notification Email

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.3

Block 18 - Sticky Note1

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 19 - Sticky Note2

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 20 - Sticky Note3

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 21 - Sticky Note4

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 22 - Sticky Note5

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 23 - Sticky Note6

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 24 - Sticky Note7

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

3. Summary Table

Workflow Create and send Pennylane invoices from webhook data with Slack and Gmail alerts
Complexity advanced
Nodes 24
Categories Invoice Processing
Author Gauthier Huguenin
Published 21 Apr 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/15186/15186.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Create and send Pennylane invoices from webhook data with Slack and Gmail alerts do?

Who is this for SMEs and freelancers using Pennylane (the leading French accounting platform) who want to automate invoice creation from their CRM, forms, or any business tool. What it does This wo...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Invoice Processing use case.