{ "name": "Xero Bills processing - Gmail Version", "nodes": [ { "parameters": { "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "simple": false, "filters": {}, "options": { "downloadAttachments": true } }, "type": "n8n-nodes-base.gmailTrigger", "typeVersion": 1.2, "position": [ -2800, 1255 ], "id": "8a3fe0b6-289c-4b60-a5a1-ed0f5136ab86", "name": "Gmail Trigger", "credentials": { "gmailOAuth2": { "id": "EcuFmpvd8K7s5KxV", "name": "Gmail account" } } }, { "parameters": { "operation": "get", "messageId": "={{ $('Gmail Trigger').item.json.id }}", "simple": false, "options": { "downloadAttachments": true } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ -2360, 1255 ], "id": "f0806b9a-9813-4171-b096-59e18ea966ad", "name": "Gmail", "webhookId": "b7f54ce6-0bb8-45d3-970c-76fda0729899", "credentials": { "gmailOAuth2": { "id": "EcuFmpvd8K7s5KxV", "name": "Gmail account" } } }, { "parameters": { "assignments": { "assignments": [ { "id": "5638d863-0e83-4214-9c7c-3027a05f8ac7", "name": "attachments_metadata", "value": "={{ $('Gmail').item.binary.values() }}", "type": "array" }, { "id": "a465a1ea-9c6d-431a-ad3f-c272ee79a5be", "name": "message_id", "value": "={{ $('Gmail').item.json.id }}", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ -2140, 1405 ], "id": "c2f006fb-8f0f-4680-a921-94915d3b916f", "name": "Edit Fields" }, { "parameters": { "fieldToSplitOut": "attachments_metadata", "include": "allOtherFields", "options": { "includeBinary": true } }, "type": "n8n-nodes-base.splitOut", "typeVersion": 1, "position": [ -1920, 1405 ], "id": "9216fb6c-7254-4329-bb08-0687e3b15400", "name": "Split Out" }, { "parameters": { "mode": "combine", "advanced": true, "mergeByFields": { "values": [ { "field1": "message_id", "field2": "id" } ] }, "options": {} }, "type": "n8n-nodes-base.merge", "typeVersion": 3.1, "position": [ -1260, 1180 ], "id": "b92d7aab-d56c-40c6-a57b-a542c3502264", "name": "Merge" }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "a9ea58b8-305b-4a36-9ae4-67144354a177", "leftValue": "={{ $('Gmail Trigger').item.binary }}", "rightValue": "", "operator": { "type": "object", "operation": "exists", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.filter", "typeVersion": 2.2, "position": [ -2580, 1255 ], "id": "c688583d-995f-4678-b858-12f731e14e4f", "name": "Filter" }, { "parameters": { "assignments": { "assignments": [ { "id": "5638d863-0e83-4214-9c7c-3027a05f8ac7", "name": "attachments", "value": "={{ $('Gmail').item.binary.keys() }}", "type": "array" }, { "id": "a465a1ea-9c6d-431a-ad3f-c272ee79a5be", "name": "message_id", "value": "={{ $('Gmail').item.json.id }}", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ -2140, 1105 ], "id": "7ee8ad47-6f20-47ad-b375-07fc388da302", "name": "Edit Fields2" }, { "parameters": { "fieldToSplitOut": "attachments", "include": "allOtherFields", "options": { "includeBinary": true } }, "type": "n8n-nodes-base.splitOut", "typeVersion": 1, "position": [ -1920, 1105 ], "id": "73afb01d-59da-4ff2-842a-e79db48ed6c6", "name": "Split Out1" }, { "parameters": { "mode": "combine", "combineBy": "combineByPosition", "options": {} }, "type": "n8n-nodes-base.merge", "typeVersion": 3.1, "position": [ -1700, 1105 ], "id": "e274e0cd-f747-49c8-9413-03a6c85373cf", "name": "Merge1" }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "a87b73db-6cd9-4b37-bb89-11e265ba61af", "leftValue": "={{ $json.attachments_metadata.fileType }}", "rightValue": "pdf", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.filter", "typeVersion": 2.2, "position": [ -1480, 1105 ], "id": "cac0dcb9-bb56-4cb6-9273-d14da730adbf", "name": "Filter1" }, { "parameters": { "operation": "pdf", "binaryPropertyName": "={{ $json.attachments }}", "options": {} }, "type": "n8n-nodes-base.extractFromFile", "typeVersion": 1, "position": [ -1040, 1180 ], "id": "a6950b71-5a0f-4a73-9b46-405dd2030709", "name": "Extract from File1" }, { "parameters": { "text": "={{ $('Extract from File1').item.json.text }}", "attributes": { "attributes": [ { "name": "reference", "description": "Invoice Reference" }, { "name": "invoice_issueing_company", "description": "Company who is seeking payment\n\nThis will never be \"HybrIT Services NZ\" or \"HybrIT Services NZ Ltd\" as that is the receiving company.", "required": true }, { "name": "tax", "type": "number", "description": "Amount of tax included in invoice", "required": true }, { "name": "total", "type": "number", "description": "total amount paid or due", "required": true }, { "name": "issue_date", "type": "date", "description": "date invoice was issued" }, { "name": "due_date", "type": "date", "description": "date payment is due.\n\nIf not found default to 20th of the month", "required": true }, { "name": "invoice_number", "description": "Invoice Number", "required": true }, { "name": "issued_to", "description": "Company the invoice is issued to (Usually HybrIT Services NZ)" }, { "name": "currency", "description": "3 letter currency code, e.g. NZD, GBP", "required": true }, { "name": "tax_rating", "description": "=This will be either NONE (no tax) or INPUT2 (15% GST)", "required": true }, { "name": "summary", "description": "1 line summary of all invoice contents. e.g. \"M365 Licenses\"", "required": true }, { "name": "account_code", "type": "number", "description": "=Do not invent a new account code - Only use a code from the Chart of Accounts\n\nChart of Accounts:\n\n{{ \n $('Xero - Get Chart of Accounts1').item.json.Accounts\n .filter(account => account && account.Code && Number(account.Code) >= 300 && Number(account.Code) <= 495)\n .map(account => `${account.Code} - ${account.Name} - ${account.Description || \"\"}`)\n .join('\\n')\n}}\n\n---\nDo not use a code that is not in the above list.\n\n", "required": true }, { "name": "sub_total", "type": "number", "description": "Pre Tax Subtotal", "required": true } ] }, "options": {} }, "type": "@n8n/n8n-nodes-langchain.informationExtractor", "typeVersion": 1, "position": [ 0, 1180 ], "id": "42d27c6d-8168-4814-8bbb-e638bf4d720c", "name": "Information Extractor1" }, { "parameters": { "modelId": { "__rl": true, "value": "gpt-4o-mini", "mode": "list", "cachedResultName": "GPT-4O-MINI" }, "messages": { "values": [ { "content": "={{ $json.text }}" }, { "content": "=You are an sorting assistant. Your job is to label documents as Invoices or Not invoices by applying a label true or false.\n\nThe label should be applied to a key called isInvoice\n\ne.g.\n\n{\n \"isInvoice\": true\n}", "role": "system" } ] }, "jsonOutput": true, "options": {} }, "type": "@n8n/n8n-nodes-langchain.openAi", "typeVersion": 1.8, "position": [ -820, 1180 ], "id": "c84b3974-ab91-49d0-9970-5f777557ecf3", "name": "OpenAI1", "credentials": { "openAiApi": { "id": "0cs0RBSsQ3W1eoL7", "name": "OpenAi account" } } }, { "parameters": { "resource": "contact", "operation": "getAll", "organizationId": "00000000-0000-0000-0000-000000000000", "options": { "where": "=EmailAddress!=null&&EmailAddress==\"{{ $('Incoming E-mail').item.json.from }}\"" } }, "type": "n8n-nodes-base.xero", "typeVersion": 1, "position": [ 592, 1380 ], "id": "27447ad3-9db8-49eb-b85e-8fc110a02989", "name": "Get Account Details1", "alwaysOutputData": true, "credentials": { "xeroOAuth2Api": { "id": "tagXpPiiksnqKhbQ", "name": "Xero account" } } }, { "parameters": { "organizationId": "00000000-0000-0000-0000-000000000000", "type": "ACCPAY", "contactId": "={{ $json.ContactID }}", "lineItemsUi": { "lineItemsValues": [ { "description": "={{ $('Information Extractor1').item.json.output.summary }}", "unitAmount": "={{ $('Information Extractor1').item.json.output.sub_total }}", "itemCode": "={{ null }}", "accountCode": "={{ $('Information Extractor1').item.json.output.account_code }}", "taxType": "={{ $('Information Extractor1').item.json.output.tax_rating }}", "taxAmount": "={{ $('Information Extractor1').item.json.output.tax }}", "lineAmount": "={{ $('Information Extractor1').item.json.output.sub_total }}" } ] }, "additionalFields": { "currency": "={{ $('Information Extractor1').item.json.output.currency }}", "date": "={{ $('Information Extractor1').item.json.output.issue_date }}", "dueDate": "={{ $('Information Extractor1').item.json.output.due_date }}", "invoiceNumber": "={{ $('Information Extractor1').item.json.output.invoice_number }}", "reference": "={{ $('Information Extractor1').item.json.output.reference }}", "status": "DRAFT" } }, "type": "n8n-nodes-base.xero", "typeVersion": 1, "position": [ 1252, 1180 ], "id": "d8922c97-e190-4403-9dc4-e3258f444eb7", "name": "Create Invoice1", "credentials": { "xeroOAuth2Api": { "id": "tagXpPiiksnqKhbQ", "name": "Xero account" } } }, { "parameters": { "method": "POST", "url": "=https://api.xero.com/api.xro/2.0/Invoices/{{ $('Create Invoice1').item.json.InvoiceID }}/Attachments/{{ $('Merge').item.json.attachments_metadata.fileName.replace(/_/g, '-').replace(/[^a-zA-Z0-9.-]/g, '') }}\n", "authentication": "genericCredentialType", "genericAuthType": "oAuth2Api", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "xero-tenant-id", "value": "00000000-0000-0000-0000-000000000000" } ] }, "sendBody": true, "contentType": "binaryData", "inputDataFieldName": "={{ $('Merge').item.json.attachments }}", "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1692, 1180 ], "id": "3a4e940d-8a52-4740-b77e-86d5a6651329", "name": "Xero - Upload Attachment1", "credentials": { "xeroOAuth2Api": { "id": "tagXpPiiksnqKhbQ", "name": "Xero account" }, "oAuth2Api": { "id": "1z3260nRevdCx2Gi", "name": "Xero Custom Auth" } } }, { "parameters": { "resource": "contact", "organizationId": "00000000-0000-0000-0000-000000000000", "name": "={{ $('Information Extractor1').item.json.output.invoice_issueing_company }}", "additionalFields": { "emailAddress": "={{ $('Incoming E-mail').item.json.from }}" } }, "type": "n8n-nodes-base.xero", "typeVersion": 1, "position": [ 1032, 1480 ], "id": "6ffba26d-c8be-45b7-9a6f-8dfbfe68269d", "name": "Create Contact1", "credentials": { "xeroOAuth2Api": { "id": "tagXpPiiksnqKhbQ", "name": "Xero account" } } }, { "parameters": { "model": { "__rl": true, "value": "gpt-4.1-mini", "mode": "list", "cachedResultName": "gpt-4.1-mini" }, "options": {} }, "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "typeVersion": 1.2, "position": [ -60, 1380 ], "id": "046852ba-890e-46c3-9ed3-0566125068b2", "name": "OpenAI Chat Model1", "credentials": { "openAiApi": { "id": "0cs0RBSsQ3W1eoL7", "name": "OpenAi account" } } }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "b0c37d98-59c3-4958-b575-082e032db89f", "leftValue": "={{ $json.message.content.isInvoice }}", "rightValue": "true", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ -444, 1180 ], "id": "1ec623a2-3b54-4936-9e4d-40dd3b04cd93", "name": "If Invoice1" }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "d4503118-7c01-4e59-b0e8-d9a3e38e4bac", "leftValue": "={{ $('Gmail').item.json.from.value[0].address }}", "rightValue": "messaging-service@post.xero.com", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } }, { "id": "92db27a7-194f-44f4-9d6a-d45f2cb39758", "leftValue": "={{ $('Gmail').item.json.from.value[0].address }}", "rightValue": "you@yourdomain.com", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } }, { "id": "4671925e-8470-481c-b1e5-9e65050160d8", "leftValue": "={{ $('Gmail').item.json.from.value[0].address }}", "rightValue": "you@yourdomain.com", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } }, { "id": "5f65c305-b169-4acd-b673-a94335cfd319", "leftValue": "={{ $('Gmail').item.json.from.value[0].address }}", "rightValue": "accounts@yourdomain.com", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } } ], "combinator": "or" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 372, 1180 ], "id": "ef27188d-1bc0-4cae-a451-17de19b04960", "name": "If Non Specific Email1" }, { "parameters": { "url": "=https://api.xero.com/api.xro/2.0/Contacts?SearchTerm={{ $('Information Extractor1').item.json.output.invoice_issueing_company }}", "authentication": "genericCredentialType", "genericAuthType": "oAuth2Api", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "xero-tenant-id", "value": "00000000-0000-0000-0000-000000000000" } ] }, "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 592, 980 ], "id": "edceb66c-c685-4976-9174-c68b4a98b961", "name": "Xero - Search Supplier1", "credentials": { "xeroOAuth2Api": { "id": "tagXpPiiksnqKhbQ", "name": "Xero account" }, "oAuth2Api": { "id": "1z3260nRevdCx2Gi", "name": "Xero Custom Auth" } } }, { "parameters": { "assignments": { "assignments": [ { "id": "3597cbef-f8d4-4f53-8d06-f54347a26fb1", "name": "ContactID", "value": "={{ $('Get Account Details1').item.json.ContactID }}", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ 1032, 1280 ], "id": "123ad83f-5aa4-4626-ab2e-089082938f9d", "name": "Set ContactID1" }, { "parameters": { "resource": "contact", "organizationId": "00000000-0000-0000-0000-000000000000", "name": "={{ $('Information Extractor1').item.json.output.invoice_issueing_company }}", "additionalFields": {} }, "type": "n8n-nodes-base.xero", "typeVersion": 1, "position": [ 1032, 1080 ], "id": "9fb3e8dd-cd4e-4a9b-adef-42fa5cb52320", "name": "Create Contact - No Email1", "credentials": { "xeroOAuth2Api": { "id": "tagXpPiiksnqKhbQ", "name": "Xero account" } } }, { "parameters": { "assignments": { "assignments": [ { "id": "d1d8f409-98ea-41b6-a8ff-7fd82c1fb804", "name": "ContactID", "value": "={{ $('Xero - Search Supplier1').item.json.Contacts[0].ContactID }}", "type": "string" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ 1032, 880 ], "id": "2e531d48-6d89-4924-9f47-10eb302b40c4", "name": "Set Contact ID1" }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "7985a3a7-80be-4256-81a3-1e3b547f23a8", "leftValue": "={{ $json.ContactID }}", "rightValue": "", "operator": { "type": "string", "operation": "exists", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 812, 1380 ], "id": "ff93b173-3091-4a4f-a1b8-4a7f7b008ab2", "name": "If Contact Exists (Email)1" }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "7985a3a7-80be-4256-81a3-1e3b547f23a8", "leftValue": "={{ $('Xero - Search Supplier1').item.json.Contacts[0].ContactID }}", "rightValue": "", "operator": { "type": "string", "operation": "exists", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 812, 980 ], "id": "e2011de9-aeb7-4951-bfb6-9f6f100c36e7", "name": "If Contact Exists (Name Match)1" }, { "parameters": { "url": "=https://api.xero.com/api.xro/2.0/Accounts", "authentication": "genericCredentialType", "genericAuthType": "oAuth2Api", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "xero-tenant-id", "value": "00000000-0000-0000-0000-000000000000" } ] }, "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ -224, 1180 ], "id": "4e012f56-b13d-447b-acd8-f8aa810dd619", "name": "Xero - Get Chart of Accounts1", "credentials": { "xeroOAuth2Api": { "id": "tagXpPiiksnqKhbQ", "name": "Xero account" }, "oAuth2Api": { "id": "1z3260nRevdCx2Gi", "name": "Xero Custom Auth" } } }, { "parameters": { "operation": "addLabels", "messageId": "={{ $('Gmail Trigger').item.json.id }}", "labelIds": [ "Label_6943366242687299423" ] }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ 1920, 1180 ], "id": "314627d5-426b-462b-bd79-44906393a869", "name": "Add Label", "webhookId": "9ca56bc4-0188-4559-af0b-9587482ed084", "credentials": { "gmailOAuth2": { "id": "EcuFmpvd8K7s5KxV", "name": "Gmail account" } } }, { "parameters": { "operation": "get", "messageId": "={{ $('Gmail Trigger').item.json.id }}", "simple": false, "options": { "downloadAttachments": true } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ 1480, 1180 ], "id": "fc92c856-d1e7-4b33-a8c6-43a26258eb0f", "name": "Download Attachments", "webhookId": "b7f54ce6-0bb8-45d3-970c-76fda0729899", "credentials": { "gmailOAuth2": { "id": "EcuFmpvd8K7s5KxV", "name": "Gmail account" } } } ], "pinData": {}, "connections": { "Gmail Trigger": { "main": [ [ { "node": "Filter", "type": "main", "index": 0 } ] ] }, "Gmail": { "main": [ [ { "node": "Edit Fields", "type": "main", "index": 0 }, { "node": "Merge", "type": "main", "index": 1 }, { "node": "Edit Fields2", "type": "main", "index": 0 } ] ] }, "Edit Fields": { "main": [ [ { "node": "Split Out", "type": "main", "index": 0 } ] ] }, "Split Out": { "main": [ [ { "node": "Merge1", "type": "main", "index": 1 } ] ] }, "Merge": { "main": [ [ { "node": "Extract from File1", "type": "main", "index": 0 } ] ] }, "Filter": { "main": [ [ { "node": "Gmail", "type": "main", "index": 0 } ] ] }, "Edit Fields2": { "main": [ [ { "node": "Split Out1", "type": "main", "index": 0 } ] ] }, "Split Out1": { "main": [ [ { "node": "Merge1", "type": "main", "index": 0 } ] ] }, "Merge1": { "main": [ [ { "node": "Filter1", "type": "main", "index": 0 } ] ] }, "Filter1": { "main": [ [ { "node": "Merge", "type": "main", "index": 0 } ] ] }, "Extract from File1": { "main": [ [ { "node": "OpenAI1", "type": "main", "index": 0 } ] ] }, "Information Extractor1": { "main": [ [ { "node": "If Non Specific Email1", "type": "main", "index": 0 } ] ] }, "OpenAI1": { "main": [ [ { "node": "If Invoice1", "type": "main", "index": 0 } ] ] }, "Get Account Details1": { "main": [ [ { "node": "If Contact Exists (Email)1", "type": "main", "index": 0 } ] ] }, "Create Invoice1": { "main": [ [ { "node": "Download Attachments", "type": "main", "index": 0 } ] ] }, "Xero - 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