🤝 Send a daily Holded sales summary to Slack
⚡ 12 views · 🤝 CRM & Sales Operations
Description
Quick overview
This workflow runs daily at 08:00 to pull yesterday’s invoices from Holded, aggregate invoice count and totals, identify the top customer, and post a formatted sales digest to a Slack channel.
How it works
- Runs every day at 08:00 on a scheduled trigger.
- Retrieves all invoices from Holded dated yesterday.
- Calculates the number of invoices, total billed amount, and the top customer by billed total, then formats the results into a Slack-ready message.
- Posts the daily sales report message to the selected Slack channel.
Setup
- Add your Holded API v2 credentials (API key) to allow the workflow to read invoices.
- Add your Slack credentials and select the channel where the report should be posted.
- Adjust the schedule time if you want the report to run at a different hour.
- Install the free Holded community node first: in n8n go to Settings → Community Nodes → Install and search for @francodesystems-npm/n8n-nodes-holded. It is a verified community node, so it is also available on n8n Cloud.
Requirements
- A Holded account with an API key (Settings → Developers → API keys)
- A Slack workspace where you can install apps and post to the target channel
- The @francodesystems-npm/n8n-nodes-holded verified community node installed
Customization
- Change the trigger hour, or switch to a weekly digest by editing the Schedule Trigger
- Report on a different period (e.g. last 7 days) by adjusting startDate/endDate in the Holded node
- Add more metrics in the Code node: average ticket, pending amounts, breakdown by sales channel
- Swap the Slack node for Email, Teams or Telegram to deliver the report elsewhere
Additional info
Built with the verified n8n-nodes-holded community node, which covers the full Holded API v2 (42 resources, 323 operations) — so this workflow is easy to extend to estimates, payments, products or CRM data. Documentation and more Holded automation guides: https://francodesystems.com/open-source/n8n-nodes-holded
🔗 Nodes Used
Slack, Schedule Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File