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

Średnia złożoność⚡ Wyzwalacz11 węzłów🏷️ Invoice Processingautor: CustomJS

Przegląd

> ⚠️ 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

Użyte węzły

AirtableSend Email

Podgląd workflow

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
⚡
W
When clicking ‘Execute w…
Get Ready Invoices
Get Clients
Get Invoice Items
A
Aggregate
L
Loop Over Items
Update record
G
Generate Invoice
S
Set Company Details
M
Map Fields
Send Email With Attachment
11 nodes11 edges

Jak to działa

  1. 1

    Wyzwalacz

    Workflow uruchamia się wyzwalaczem wyzwalacz.

  2. 2

    Przetwarzanie

    Dane przepływają przez 11 węzłów, connecting @custom-js/n8n-nodes-pdf-toolkit.invoicegenerator, aggregate, airtable.

  3. 3

    Wyjście

    Workflow kończy automatyzację i dostarcza wynik do skonfigurowanego miejsca docelowego.

Szczegóły węzłów (11)

AI

Airtable

airtable

#1
SE

Send Email

emailSend

#2

Jak zaimportować ten workflow

  1. 1Kliknij przycisk Pobierz JSON po prawej stronie, aby zapisać plik workflow.
  2. 2Otwórz swoją instancję n8n. Przejdź do Workflow → Nowy → Importuj z pliku.
  3. 3Wybierz pobrany plik automatic-invoice-generation-and-email-with-airtable-and-customjs-pdf-generator i kliknij Importuj.
  4. 4Skonfiguruj dane uwierzytelniające dla każdego węzła usługi (klucze API, OAuth itp.).
  5. 5Kliknij Testuj workflow, aby sprawdzić, czy wszystko działa, a następnie aktywuj go.

Lub wklej bezpośrednio w n8n → Importuj z JSON:

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

Integracje

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

Pobierz ten workflow

Pobierz i zaimportuj jednym kliknięciem

Pobierz JSONZobacz na n8n.io
Węzły11
Złożonośćmedium
Wyzwalacztrigger
KategoriaInvoice Processing

Autor

CustomJS

CustomJS

@customjs

Tagi

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

Nowy w n8n?

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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