Export PDF invoices from SmartBill to Google Drive — n8n Workflow

Gemiddeld complexiteit⚡ Trigger13 knooppunten🏷️ Invoice Processing👁 1,026 weergavendoor Codez & AI

Overzicht

This workflow automates the retrieval of invoice PDFs from the Smartbill API and saves them to Google Drive in a dynamically created folder based on last month’s date. It also generates a range of invoice numbers, ensuring proper formatting, and uploads each PDF with a structured filename.

Overview

Trigger and Data Setup:
The workflow is manually triggered. It sets the invoice range (start and end numbers), invoice series, the parent Google Drive folder ID and the folder where to save the

Gebruikte knooppunten

HTTP RequestGoogle DriveCode

Workflow-voorvertoning

⚡

When clicking "Execute W…

Smartbill get invoice pdf

SetData

Set mime

Set Default Folder Name

Search Drive Folder

If exists

Create Drive Folder

Set the loop

Loop Over Items

Upload file to Google Dr…

Wait a sec

Set Folder ID

13 nodes14 edges

Hoe het werkt

1
Trigger
De workflow start met een trigger-trigger.
2
Verwerking
Gegevens stromen door 13 knooppunten, connecting code, googledrive, httprequest.
3
Uitvoer
De workflow voltooit zijn automatisering en levert het resultaat aan de geconfigureerde bestemming.

Knooppuntdetails (13)

HTTP Request

httpRequest

Google Drive

googleDrive

Code

code

Hoe deze workflow te importeren

1Klik op de knop JSON downloaden rechts om het workflowbestand op te slaan.
2Open uw n8n-instantie. Ga naar Workflows → Nieuw → Importeren uit bestand.
3Selecteer het gedownloade bestand export-pdf-invoices-from-smartbill-to-google-drive en klik op Importeren.
4Stel inloggegevens in voor elk serviceknooppunt (API-sleutels, OAuth, enz.).
5Klik op Workflow testen om te controleren of alles werkt, activeer het vervolgens.

Of plak rechtstreeks in n8n → Importeren uit JSON:

{ "name": "Export PDF invoices from SmartBill to Google Drive", "nodes": [...], ...}

Integraties

codegoogledrivehttprequestifmanualtriggersetsplitinbatcheswait

Haal deze workflow op

Download en importeer met één klik

JSON downloaden Bekijken op n8n.io

Knooppunten13

Complexiteitmedium

Triggertrigger

CategorieInvoice Processing

Gemaakt door

Codez & AI

@codez

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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