Automatic Invoice Generation and Email with Airtable and CustomJS PDF Generator — n8n Workflow

Mittel Komplexität⚡ Auslöser11 Knoten🏷️ Invoice Processingvon CustomJS

Übersicht

> ⚠️ Notice:
> This workflow uses the CustomJS Invoice Generator node from customjs.space, which requires a self-hosted n8n instance and a CustomJS API key.

Google Spreadsheet → Invoice Generation → Email Workflow

This workflow demonstrates how to:

Pull invoices ready to be sent from Airtable.
Retrieve client details and invoice items from Airtable.
Generate a professional invoice PDF using CustomJS Invoice Generator.
Send the completed invoice via email to the client.
Update

Verwendete Knoten

AirtableSend Email

Workflow-Vorschau

Invoice Management With Airtable

Here you will find an example of how you can create

and manage your invoices for free, easily, and beautifu

[Public Airtable Example](https://airtable.com/apph

Define Your Company Details

Here you can customize your own company details.

Mark Invoices as "Sent"

Finally, the invoices are set to “Sent” so that they wi

Collect Invoice Data From Airtable

Here, all invoices with the status “Ready” are retrieve

Generate Invoice & send email with invoice

Run this workflow manually

Loop Over Items

Since the number of invoice items does not match the nu

⚡

When clicking ‘Execute w…

Get Ready Invoices

Get Clients

Get Invoice Items

Aggregate

Loop Over Items

Update record

Generate Invoice

Set Company Details

Map Fields

Send Email With Attachment

11 nodes11 edges

So funktioniert es

1
Auslöser
Der Workflow startet mit einem auslöser-Auslöser.
2
Verarbeitung
Die Daten fließen durch 11 Knoten, connecting @custom-js/n8n-nodes-pdf-toolkit.invoicegenerator, aggregate, airtable.
3
Ausgabe
Der Workflow schließt seine Automatisierung ab und liefert das Ergebnis an das konfigurierte Ziel.

Knotendetails (11)

Airtable

airtable

Send Email

emailSend

So importieren Sie diesen Workflow

1Klicken Sie rechts auf die Schaltfläche JSON herunterladen, um die Workflow-Datei zu speichern.
2Öffnen Sie Ihre n8n-Instanz. Gehen Sie zu Workflows → Neu → Aus Datei importieren.
3Wählen Sie die heruntergeladene Datei automatic-invoice-generation-and-email-with-airtable-and-customjs-pdf-generator und klicken Sie auf Importieren.
4Richten Sie Anmeldedaten für jeden Dienstknoten ein (API-Schlüssel, OAuth usw.).
5Klicken Sie auf Workflow testen, um zu überprüfen, ob alles funktioniert, und aktivieren Sie es dann.

Oder direkt in n8n → Aus JSON importieren einfügen:

{ "name": "Automatic Invoice Generation and Email with Airtable and CustomJS PDF Generator", "nodes": [...], ...}

Integrationen

@custom-js/n8n-nodes-pdf-toolkit.invoicegeneratoraggregateairtableemailsendmanualtriggersetsplitinbatches

Diesen Workflow holen

Herunterladen und mit einem Klick importieren

JSON herunterladen Auf n8n.io ansehen

Knoten11

Komplexitätmedium

Auslösertrigger

KategorieInvoice Processing

Erstellt von

CustomJS

@customjs

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Automate Custom QuickBooks Invoice PDFs & Email with n8n

Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

🔗 Webhook·12 nodes