Documentation Index
Fetch the complete documentation index at: https://docs.twenty.com/llms.txt
Use this file to discover all available pages before exploring further.
Automatically send deal data to your invoicing system (Stripe, QuickBooks, Xero, etc.) when an opportunity is won.
Workflow Structure
- Trigger: Record is Updated (Opportunity)
- Filter: Stage = Closed Won
- Search Record: Get Company details
- Code (optional): Format payload
- HTTP Request: Send to invoicing system
Step 1: Set Up the Trigger
- Create a new workflow
- Select Record is Updated trigger
- Choose Opportunity as the object
Step 2: Filter for Closed Won
Add a Filter action to only continue when the deal is won:
| Setting | Value |
|---|
| Field | Stage |
| Condition | Equals |
| Value | CLOSED_WON (or your stage name) |
The trigger fires on any Opportunity update. The Filter ensures the workflow only continues when the stage changes to Closed Won.
Step 3: Get Company Details
The Opportunity record may not include all Company fields you need for the invoice. Add a Search Record action:
| Setting | Value |
|---|
| Object | Company |
| Match by | ID equals {{trigger.object.companyId}} |
export const main = async (params: {
opportunity: any;
company: any;
}): Promise<object> => {
const { opportunity, company } = params;
return {
invoice: {
// Customer info from Company
customer_name: company.name,
customer_email: company.email || "",
billing_address: {
line1: company.address?.street || "",
city: company.address?.city || "",
postal_code: company.address?.postalCode || "",
country: company.address?.country || ""
},
tax_id: company.taxId || null,
// Invoice details from Opportunity
amount: opportunity.amount,
currency: opportunity.currency || "USD",
description: `Invoice for ${opportunity.name}`,
due_days: 30,
// Reference back to Twenty
metadata: {
opportunity_id: opportunity.id,
company_id: company.id
}
}
};
};
Step 5: Send to Invoicing System
Add an HTTP Request action:
| Setting | Value |
|---|
| Method | POST |
| URL | Your invoicing API endpoint |
| Headers | Authorization: Bearer YOUR_API_KEY |
| Body | {{code.invoice}} or map fields directly |
Example: Stripe Invoice
POST https://api.stripe.com/v1/invoices
Headers:
Authorization: Bearer sk_live_xxx
Content-Type: application/x-www-form-urlencoded
Body:
customer: {{company.stripeCustomerId}}
collection_method: send_invoice
days_until_due: 30
Example: QuickBooks Invoice
POST https://quickbooks.api.intuit.com/v3/company/{realmId}/invoice
Headers:
Authorization: Bearer YOUR_ACCESS_TOKEN
Content-Type: application/json
Body: {{code.invoice}}
Complete Workflow Summary
| Step | Action | Purpose |
|---|
| 1 | Trigger: Record Updated | Fires when any Opportunity changes |
| 2 | Filter | Only proceed if Stage = Closed Won |
| 3 | Search Record | Get full Company details for billing |
| 4 | Code | Format data for invoicing API |
| 5 | HTTP Request | Create invoice in external system |
Tips
- Store external IDs: Save the invoice ID returned by the API back to the Opportunity using an Update Record action
- Error handling: Add a branch to send a notification if the HTTP request fails
- Test first: Use your invoicing system’s sandbox/test mode before going live
