{ "name": "CRM \u2192 Invoices (ep01)", "nodes": [ { "parameters": {}, "id": "a1000000-0000-4000-8000-000000000001", "name": "Run", "type": "n8n-nodes-base.manualTrigger", "typeVersion": 1, "position": [ 240, 300 ] }, { "parameters": { "jsCode": "// Read the CRM export. In production this node is a webhook or a\n// scheduled pull from the CRM's API \u2014 same shape, same downstream nodes.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP01_DIR;\nconst raw = fs.readFileSync(path.join(base, 'data', 'crm-export.csv'), 'utf8');\nconst [header, ...lines] = raw.trim().split('\\n');\nconst cols = header.split(',');\nreturn lines.map((line) => {\n const vals = line.split(',');\n const row = Object.fromEntries(cols.map((c, i) => [c, vals[i]]));\n return { json: row };\n});" }, "id": "a1000000-0000-4000-8000-000000000002", "name": "Read CRM export", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 460, 300 ] }, { "parameters": { "jsCode": "// Keep only closed-won deals and price the invoice.\n// Quarterly deals bill a third per month; one-time bills in full.\nconst out = [];\nfor (const item of $input.all()) {\n const d = item.json;\n if (d.status !== 'won') continue;\n const amount = Number(d.amount_usd);\n const billed =\n d.billing_cycle === 'quarterly' ? Math.round((amount / 3) * 100) / 100 :\n amount;\n out.push({\n json: {\n invoice_id: 'INV-' + d.deal_id.replace('D-', '') + '-' + d.close_date.replaceAll('-', '').slice(0, 6),\n client: d.client,\n email: d.email,\n billed_usd: billed,\n cycle: d.billing_cycle,\n close_date: d.close_date,\n },\n });\n}\nreturn out;" }, "id": "a1000000-0000-4000-8000-000000000003", "name": "Filter won + price", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 680, 300 ] }, { "parameters": { "jsCode": "// Emit one invoice HTML per deal, plus a chase list and a run summary.\n// HTML instead of a PDF service: every browser prints HTML to PDF, and it\n// removes the paid dependency this workflow exists to replace.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP01_DIR;\nconst outDir = path.join(base, 'out');\nfs.mkdirSync(path.join(outDir, 'invoices'), { recursive: true });\n\nconst items = $input.all();\nconst today = '2026-08-05';\nlet total = 0;\n\nfor (const { json: inv } of items) {\n total += inv.billed_usd;\n const html = `${inv.invoice_id}\n\n

Invoice ${inv.invoice_id}

Issued ${today} \u00b7 due in 14 days

${inv.client}
${inv.email}

\n\n\n

Description	Amount
Services \u2014 ${inv.cycle} billing (closed ${inv.close_date})	$${inv.billed_usd.toLocaleString('en-US')}
Total due	$${inv.billed_usd.toLocaleString('en-US')}

\n`;\n fs.writeFileSync(path.join(outDir, 'invoices', inv.invoice_id + '.html'), html);\n}\n\nconst chase = items.map(({ json: i }) => ({\n invoice_id: i.invoice_id, client: i.client, email: i.email,\n amount: i.billed_usd, chase_after: '2026-08-19',\n}));\nfs.writeFileSync(path.join(outDir, 'chase-list.json'), JSON.stringify(chase, null, 2));\n\nconst summary = {\n run_date: today,\n invoices_created: items.length,\n total_billed_usd: Math.round(total * 100) / 100,\n};\nfs.writeFileSync(path.join(outDir, 'summary.json'), JSON.stringify(summary, null, 2));\nreturn [{ json: summary }];" }, "id": "a1000000-0000-4000-8000-000000000004", "name": "Write invoices + chase list", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 900, 300 ] } ], "connections": { "Run": { "main": [ [ { "node": "Read CRM export", "type": "main", "index": 0 } ] ] }, "Read CRM export": { "main": [ [ { "node": "Filter won + price", "type": "main", "index": 0 } ] ] }, "Filter won + price": { "main": [ [ { "node": "Write invoices + chase list", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" } }