Sergio Medina This workflow corresponds to n8n.io template #13071 — we link there as the canonical source.
This workflow follows the Airtable → Google Drive recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "omGegE9vPd6v03RM",
"name": "Invoice Generation System",
"tags": [],
"nodes": [
{
"id": "18b67cf7-0177-424a-b834-3dd143d177a8",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
112,
-384
],
"parameters": {
"path": "your-webhook-path",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "536218fd-ccb3-465d-9e98-ad4171e464dc",
"name": "Create a record1",
"type": "n8n-nodes-base.airtable",
"position": [
112,
48
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "YOUR_AIRTABLE_BASE_ID",
"cachedResultName": "Your Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "YOUR_INVOICE_TABLE_ID",
"cachedResultName": "Factura"
},
"columns": {
"value": {
"Date": "={{ $('Webhook').first().json.body.date }}",
"Client": "={{ $('Webhook').first().json.body.clientId }}",
"Service": "={{ $('Formatting Data').first().json.id }}",
"Invoice #": "={{ $('Generate Invoice #').item.json.nextInvoiceNumber }}"
},
"schema": [
{
"id": "Invoice #",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice #",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Date",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Client",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Client",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Service",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Service",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total_Taxable_Base",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "Total_Taxable_Base",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total VAT",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "Total VAT",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total Retention",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "Total Retention",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Total",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Invoice",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total_Taxable_Base (from Servicio)",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "Total_Taxable_Base (from Servicio)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total (from Servicio)",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Total (from Servicio)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Service Description",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Service Description",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total VAT (from Servicio)",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "Total VAT (from Servicio)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total Retention (from Servicio)",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "Total Retention (from Servicio)",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {
"typecast": true
},
"operation": "create"
},
"typeVersion": 2.1
},
{
"id": "fc3fc580-c2ae-4eaa-9434-18bab1dd1642",
"name": "Add Service to DB",
"type": "n8n-nodes-base.airtable",
"position": [
560,
-384
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "YOUR_AIRTABLE_BASE_ID",
"cachedResultName": "Your Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "YOUR_SERVICE_TABLE_ID",
"cachedResultName": "Servicio"
},
"columns": {
"value": {
"VAT": "={{ $json.vat }}",
"Units": "={{ $json.units }}",
"Value": "={{ $json.price }}",
"Retention": "={{ $json.retention }}",
"Description": "={{ $json.description }}"
},
"schema": [
{
"id": "Description",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Description",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Value",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Value",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Units",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Units",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "VAT",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "VAT",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Retention",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Retention",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Total",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Factura",
"type": "array",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Factura",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "create"
},
"typeVersion": 2.1
},
{
"id": "3e0cc576-d6e4-49ef-ae96-1e72451a0e45",
"name": "Split Services",
"type": "n8n-nodes-base.splitOut",
"position": [
336,
-384
],
"parameters": {
"options": {},
"fieldToSplitOut": "body.services"
},
"typeVersion": 1
},
{
"id": "e1c5aa9f-2687-493f-b719-8250f73ded7a",
"name": "Formatting Data",
"type": "n8n-nodes-base.code",
"position": [
784,
-384
],
"parameters": {
"jsCode": "// n8n Code Node - Transform Airtable data to array format with formatting\n\nconst items = $input.all();\n\nconst ids = [];\nconst values = [];\n\nfor (const item of items) {\n const data = item.json;\n ids.push(data.id);\n\n const fields = data.fields;\n\n const formattedValue = fields.Value.toFixed(2) + '\u20ac';\n const formattedUnits = fields.Units;\n const formattedVAT = fields.VAT + '%';\n const formattedRetention = fields.Retention === 0 ? '0%' : '-' + fields.Retention + '%';\n const formattedTotal = fields.Total.toFixed(2) + '\u20ac';\n\n const valueArray = [\n fields.Description,\n formattedValue,\n formattedUnits,\n formattedVAT,\n formattedRetention,\n formattedTotal\n ];\n\n values.push(valueArray);\n}\n\nreturn {\n json: {\n id: ids,\n values: {\n values: values\n }\n }\n};"
},
"typeVersion": 2
},
{
"id": "fd0eb607-53b0-4c2c-b4e5-a9a9a9be49fd",
"name": "Get Previous Invoices",
"type": "n8n-nodes-base.airtable",
"position": [
1008,
-384
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "YOUR_AIRTABLE_BASE_ID",
"cachedResultName": "Your Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "YOUR_INVOICE_TABLE_ID",
"cachedResultName": "Factura"
},
"options": {},
"operation": "search"
},
"typeVersion": 2.1,
"alwaysOutputData": true
},
{
"id": "061b0353-3969-4111-b3bc-63deb1be87e1",
"name": "Generate Invoice #",
"type": "n8n-nodes-base.code",
"position": [
112,
-176
],
"parameters": {
"jsCode": "// n8n Code Node - Invoice Number Generator (JavaScript)\n\nconst currentYear = new Date().getFullYear();\nconst invoices = $input.all();\n\nlet maxNumber = 0;\n\nfor (const invoice of invoices) {\n const invoiceNum = invoice.json['Invoice #'];\n\n if (invoiceNum) {\n const parts = invoiceNum.split('-');\n\n if (parts.length === 2) {\n const year = parseInt(parts[0]);\n const number = parseInt(parts[1]);\n\n if (year === currentYear && !isNaN(number)) {\n maxNumber = Math.max(maxNumber, number);\n }\n }\n }\n}\n\nconst nextNumber = maxNumber + 1;\nconst paddedNumber = nextNumber.toString().padStart(4, '0');\nconst nextInvoiceNumber = `${currentYear}-${paddedNumber}`;\n\nreturn {\n json: {\n nextInvoiceNumber: nextInvoiceNumber,\n year: currentYear,\n sequenceNumber: nextNumber,\n lastInvoiceNumber: maxNumber > 0 ? `${currentYear}-${maxNumber.toString().padStart(4, '0')}` : 'None'\n }\n};"
},
"typeVersion": 2
},
{
"id": "81ac9e60-1449-4dff-b09a-c8e5e91e1d1c",
"name": "Copy Invoice Template",
"type": "n8n-nodes-base.googleDrive",
"position": [
336,
-176
],
"parameters": {
"name": "={{ $json.nextInvoiceNumber }}_Factura",
"fileId": {
"__rl": true,
"mode": "id",
"value": "YOUR_GOOGLE_SHEETS_TEMPLATE_FILE_ID"
},
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive",
"cachedResultName": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "id",
"value": "YOUR_GOOGLE_DRIVE_OUTPUT_FOLDER_ID"
},
"operation": "copy",
"sameFolder": false
},
"typeVersion": 3
},
{
"id": "b5f35fce-d2c9-461e-a581-8b3250748d99",
"name": "Add Services to Invoice",
"type": "n8n-nodes-base.httpRequest",
"position": [
560,
-176
],
"parameters": {
"url": "=https://sheets.googleapis.com/v4/spreadsheets/{{ $json.id }}/values/A19:append",
"method": "POST",
"options": {},
"jsonBody": "={{ $('Formatting Data').first().json.values }}",
"sendBody": true,
"sendQuery": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"queryParameters": {
"parameters": [
{
"name": "valueInputOption",
"value": "USER_ENTERED"
},
{
"name": "insertDataOption",
"value": "INSERT_ROWS"
}
]
},
"nodeCredentialType": "googleSheetsOAuth2Api"
},
"typeVersion": 4.3
},
{
"id": "7aeabe32-d087-424a-a12e-89162500ea68",
"name": "Get Client Info",
"type": "n8n-nodes-base.airtable",
"position": [
784,
-176
],
"parameters": {
"id": "={{ $('Webhook').first().json.body.clientId }}",
"base": {
"__rl": true,
"mode": "list",
"value": "YOUR_AIRTABLE_BASE_ID",
"cachedResultName": "Your Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "YOUR_CLIENT_TABLE_ID",
"cachedResultName": "Client"
},
"options": {}
},
"typeVersion": 2.1
},
{
"id": "4f80ca1f-631e-4cfc-8a12-c433d1b8996c",
"name": "Add Client Info",
"type": "n8n-nodes-base.httpRequest",
"position": [
1008,
-176
],
"parameters": {
"url": "=https://sheets.googleapis.com/v4/spreadsheets/{{ $('Add Services to Invoice').item.json.spreadsheetId }}:batchUpdate",
"method": "POST",
"options": {},
"jsonBody": "={\n \"requests\": [\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"invoice_date\",\n \"replacement\": \"{{ $('Webhook').first().json.body.date }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"invoice_number\",\n \"replacement\": \"{{ $('Generate Invoice #').item.json.nextInvoiceNumber }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"billingName\",\n \"replacement\": \"{{ $json.Name }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"billingId\",\n \"replacement\": \"{{ $json.ID }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"billingAddress\",\n \"replacement\": \"{{ $json.Address }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"billingCity\",\n \"replacement\": \"{{ $json.City }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"billingCountry\",\n \"replacement\": \"{{ $json.Country }}\",\n \"matchEntireCell\": true\n }\n }\n\n ]\n} ",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "googleSheetsOAuth2Api"
},
"typeVersion": 4.3
},
{
"id": "c5aa8cf1-76f9-4f3d-8083-58da584563d4",
"name": "Create a record1 (template)",
"type": "n8n-nodes-base.airtable",
"position": [
112,
48
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "YOUR_AIRTABLE_BASE_ID",
"cachedResultName": "Your Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "YOUR_INVOICE_TABLE_ID",
"cachedResultName": "Factura"
},
"columns": {
"value": {
"Date": "={{ $('Webhook').first().json.body.date }}",
"Client": "={{ $('Webhook').first().json.body.clientId }}",
"Service": "={{ $('Formatting Data').first().json.id }}",
"Invoice #": "={{ $('Generate Invoice #').item.json.nextInvoiceNumber }}"
},
"schema": [
{
"id": "Invoice #",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice #",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Date",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Client",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Client",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Service",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Service",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Invoice",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {
"typecast": true
},
"operation": "create"
},
"typeVersion": 2.1
},
{
"id": "687a7047-3202-4992-a20f-f4e268e31f2e",
"name": "Add Invoice Summary Info",
"type": "n8n-nodes-base.httpRequest",
"position": [
336,
48
],
"parameters": {
"url": "=https://sheets.googleapis.com/v4/spreadsheets/{{ $('Add Services to Invoice').item.json.spreadsheetId }}:batchUpdate",
"method": "POST",
"options": {},
"jsonBody": "={\n \"requests\": [\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"total_taxable_base\",\n \"replacement\": \"{{ Number($json.fields.Total_Taxable_Base).toFixed(2) + '\u20ac' }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"total_vat\",\n \"replacement\": \"{{ Number($json.fields['Total VAT']).toFixed(2) + '\u20ac' }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"total_retention\",\n \"replacement\": \"{{'-'+ Number($json.fields['Total Retention']).toFixed(2) + '\u20ac' }}\",\n \"matchEntireCell\": true\n }\n },\n {\n \"findReplace\": {\n \"sheetId\": \"0\",\n \"find\": \"total_total\",\n \"replacement\": \"{{ Number($json.fields.Total).toFixed(2) + '\u20ac' }}\",\n \"matchEntireCell\": true\n }\n }\n\n ]\n} ",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "googleSheetsOAuth2Api"
},
"typeVersion": 4.3
},
{
"id": "26ba7f66-02c0-4160-8766-fde3e9af4ad6",
"name": "Share file",
"type": "n8n-nodes-base.googleDrive",
"position": [
560,
48
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.spreadsheetId }}"
},
"options": {},
"operation": "share",
"permissionsUi": {
"permissionsValues": {
"role": "reader",
"type": "anyone"
}
}
},
"typeVersion": 3
},
{
"id": "d4f2a694-b239-48ed-a1b6-6da33e66c30e",
"name": "Update record",
"type": "n8n-nodes-base.airtable",
"position": [
784,
48
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "YOUR_AIRTABLE_BASE_ID",
"cachedResultName": "Your Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "YOUR_INVOICE_TABLE_ID",
"cachedResultName": "Factura"
},
"columns": {
"value": {
"id": "={{ $('Create a record1').item.json.id }}",
"Invoice": "=[{\"url\":\"https://docs.google.com/spreadsheets/d/{{ $('Add Invoice Summary Info').item.json.spreadsheetId }}/export?format=pdf\"}]"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "id",
"defaultMatch": true
},
{
"id": "Invoice",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"id"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update"
},
"typeVersion": 2.1
},
{
"id": "c55694e2-5220-4cfd-aceb-36ae2ca08d39",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-912,
-368
],
"parameters": {
"width": 928,
"height": 720,
"content": "# Automated Invoice Generator (Airtable + Google Sheets)\n\nThis workflow completely automates the invoicing process by turning raw JSON data into a formatted PDF and syncing it with your CRM. It specifically handles **multiple line items**, ensuring detailed breakdowns on your invoices.\n\n### How it works\n1. **Webhook Trigger:** Receives a payload containing a Client ID and a list of Services (items).\n2. **Line Item Processing:** Splits the list of services and creates individual records in your Airtable \"Services\" table.\n3. **Template Generation:** Duplicates a master Google Sheet template, fills in the client details and dynamic service rows, and calculates totals.\n4. **CRM Sync:** Creates a master \"Invoice\" record in Airtable, generates a shareable PDF link from Drive, and attaches the file back to the Airtable record.\n\n### Setup steps\n1. **Airtable:** Create 3 tables (Clients, Invoices, Services) and link them.\nAirtable Template: [https://airtable.com/appUL5P7KN2Kqsgsf/shr5vCMwg2o4Z5wZI](https://airtable.com/appUL5P7KN2Kqsgsf/shr5vCMwg2o4Z5wZI)\n2. **Google Drive:** Create a Google Sheet template with placeholders (e.g., `{{clientName}}`).\nGoogle Sheets Template: [https://docs.google.com/spreadsheets/d/1XF9vcbsgYqDDgQwBn4RNtnzCkBjbk3jmKU7MBgIXtbo/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1XF9vcbsgYqDDgQwBn4RNtnzCkBjbk3jmKU7MBgIXtbo/edit?usp=sharing)\n3. **Credentials:** Connect your Google Drive and Airtable credentials in the respective nodes.\n4. **Webhook:** Ensure your frontend sends a JSON body with `clientId` and an array of `services`.\n\n### \ud83d\udc4b Need help building this? Want to automate & scale your business?\nI help businesses automate their \"boring work\" so they can focus on sales.\n- https://www.linkedin.com/in/sergiomedinah/\n- https://sergio-medina.com/"
},
"typeVersion": 1
},
{
"id": "b0179c1c-51af-48b7-b6c7-af62cae8e6f1",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
1200,
-400
],
"parameters": {
"color": 7,
"width": 528,
"content": "## Process Line Items\nIterates through the incoming list of services, logging each one into the Airtable \"Services\" table and preparing the data for the invoice."
},
"typeVersion": 1
},
{
"id": "2636e5e0-c08b-4501-842d-35a4026c0806",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1200,
-208
],
"parameters": {
"color": 7,
"width": 528,
"content": "## Fill Template\nCalculates the new invoice number, duplicates the Google Sheet template, and maps the service rows and client details into the file."
},
"typeVersion": 1
},
{
"id": "1c027410-a3d7-4641-842d-cc25be66df3a",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1200,
-16
],
"parameters": {
"color": 7,
"width": 528,
"content": "## Finalize & Sync\nCreates the master Invoice record in Airtable, generates a public PDF link from Google Drive, and attaches the final document to the CRM record."
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"availableInMCP": false,
"executionOrder": "v1"
},
"versionId": "95422eca-c691-4c4c-b08e-850e118a3b15",
"connections": {
"Webhook": {
"main": [
[
{
"node": "Split Services",
"type": "main",
"index": 0
}
]
]
},
"Share file": {
"main": [
[
{
"node": "Update record",
"type": "main",
"index": 0
}
]
]
},
"Split Services": {
"main": [
[
{
"node": "Add Service to DB",
"type": "main",
"index": 0
}
]
]
},
"Add Client Info": {
"main": [
[
{
"node": "Create a record1 (template)",
"type": "main",
"index": 0
}
]
]
},
"Formatting Data": {
"main": [
[
{
"node": "Get Previous Invoices",
"type": "main",
"index": 0
}
]
]
},
"Get Client Info": {
"main": [
[
{
"node": "Add Client Info",
"type": "main",
"index": 0
}
]
]
},
"Add Service to DB": {
"main": [
[
{
"node": "Formatting Data",
"type": "main",
"index": 0
}
]
]
},
"Generate Invoice #": {
"main": [
[
{
"node": "Copy Invoice Template",
"type": "main",
"index": 0
}
]
]
},
"Copy Invoice Template": {
"main": [
[
{
"node": "Add Services to Invoice",
"type": "main",
"index": 0
}
]
]
},
"Get Previous Invoices": {
"main": [
[
{
"node": "Generate Invoice #",
"type": "main",
"index": 0
}
]
]
},
"Add Services to Invoice": {
"main": [
[
{
"node": "Get Client Info",
"type": "main",
"index": 0
}
]
]
},
"Add Invoice Summary Info": {
"main": [
[
{
"node": "Share file",
"type": "main",
"index": 0
}
]
]
},
"Create a record1 (template)": {
"main": [
[
{
"node": "Add Invoice Summary Info",
"type": "main",
"index": 0
}
]
]
}
}
}
Pro
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About this workflow
Stop manually copy-pasting client data into Word templates. This workflow automates the entire invoicing process, handling complex line items, VAT calculations, PDF generation, and CRM syncing in under 20 seconds.
Source: https://n8n.io/workflows/13071/ — original creator credit. Request a take-down →
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