Generate a Quote or Invoice from Twenty

Automatically create invoices in external tools when deals close.

Automatically send deal data to your invoicing system (Stripe, QuickBooks, Xero, etc.) when an opportunity is won.

Workflow Structure

1. Trigger: Record is Updated (Opportunity)
2. Filter: Stage = Closed Won
3. Search Record: Get Company details
4. Code (optional): Format payload
5. HTTP Request: Send to invoicing system

Step 1: Set Up the Trigger

1. Create a new workflow
2. Select Record is Updated trigger
3. 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}}

This retrieves the full Company record with billing address, tax ID, etc.

Step 4: Format the Payload (Optional)

If your invoicing system expects a specific format, add a Code action:

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

Related

• Generate a PDF from Twenty — attach generated PDFs to records
• Workflow Triggers
• Workflow Actions
• Closed Won Automations