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

复杂度 触发器11 个节点🏷️ Invoice Processing作者:CustomJS

概览

> ⚠️ 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

使用的节点

AirtableSend Email

工作流预览

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

工作原理

  1. 1

    触发器

    工作流由 触发器 触发器启动。

  2. 2

    处理

    数据流经 11 个节点, connecting @custom-js/n8n-nodes-pdf-toolkit.invoicegenerator, aggregate, airtable。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (11)

AI

Airtable

airtable

#1
SE

Send Email

emailSend

#2

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例,依次点击 工作流 → 新建 → 从文件导入
  3. 3选择下载的 automatic-invoice-generation-and-email-with-airtable-and-customjs-pdf-generator 文件并点击导入。
  4. 4为每个服务节点配置 凭证(API 密钥、OAuth 等)。
  5. 5点击 测试工作流 验证一切正常,然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴:

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

集成

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

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点11
复杂度medium
触发器trigger

创建者

CustomJS

CustomJS

@customjs

标签

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

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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