Streamlining Document Automation with N8n and Jsreport

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": "i8nBvPOtFYWk5eoq",
  "name": "Get PDF with JSReport",
  "tags": [
    {
      "id": "2L2vOvQ2wUBVYeh1",
      "name": "Send",
      "createdAt": "2024-05-03T13:40:43.868Z",
      "updatedAt": "2024-05-03T13:40:43.868Z"
    },
    {
      "id": "SBlaOF5ezhukSiIT",
      "name": "JSReport",
      "createdAt": "2024-05-03T13:40:38.379Z",
      "updatedAt": "2024-05-03T13:40:38.379Z"
    },
    {
      "id": "vRTFSK4WW6nL2U7z",
      "name": "PDF",
      "createdAt": "2024-05-03T13:40:34.380Z",
      "updatedAt": "2024-05-03T13:40:34.380Z"
    }
  ],
  "nodes": [
    {
      "id": "9514b49d-80f3-41d2-bcbc-8fa08e27cb64",
      "name": "Get PDF From JSReport",
      "type": "n8n-nodes-base.httpRequest",
      "notes": "Generating the document in JSReport",
      "position": [
        1040,
        320
      ],
      "parameters": {
        "url": "https://xxx.jsreportonline.net/api/report",
        "method": "POST",
        "options": {},
        "jsonBody": "=   {\n      \"template\": { \"name\" : \"invoice-main\" },\n      \"data\" :{\n    \"number\": \"123\",\n    \"seller\": {\n        \"name\": \"Next Step Webs, Inc.\",\n        \"road\": \"12345 Sunny Road\",\n        \"country\": \"Sunnyville, TX 12345\"\n    },\n    \"buyer\": {\n        \"name\": \"{{ $json[\"buyer name\"] }}\",\n        \"road\": \"{{ $json[\"buyer road\"] }}\",\n        \"country\": \"{{ $json[\"buyer country\"] }}\"\n    },\n    \"items\": [{\n        \"name\": \"{{ $json[\"Item 1 Name\"] }}\",\n        \"price\": {{ $json[\"Item 1 Price\"] }}\n    }, {\n        \"name\": \"{{ $json[\"Item 2 Name\"] }}\",\n        \"price\": {{ $json[\"Item 2 Price\"] }}\n    }]\n}\n   }",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBasicAuth"
      },
      "credentials": {
        "httpBasicAuth": {
          "name": "<your credential>"
        }
      },
      "notesInFlow": true,
      "typeVersion": 4.2
    },
    {
      "id": "d33abb5b-50b0-44d9-8a92-e910bb180ea5",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        460,
        240
      ],
      "parameters": {
        "height": 372,
        "content": "##  Streamlining Billing Processes: From Data Input to Document Generation\n\nThis process presents the possibility of using a form, such as the one provided by n8n, to enter billing information, then calling JSReport to generate documents such as PDFs, Word, Excel, etc., and finally sending the invoice by email.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "85981fc7-ecb5-49f3-9395-9866ded70257",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        903,
        240
      ],
      "parameters": {
        "color": 4,
        "width": 363,
        "height": 568,
        "content": "## Information for calling JSReport\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n### URL API : \nhttps://xxx.jsreportonline.net/api/report\n\n### Use :\nTo use JSReport, simply call the APIs with the base URL. You can create a free account here: https://jsreport.net/online.\n\nThe APIs are available here: https://jsreport.net/learn/api.\n\nIn this example, we're sending a sample body that you can find in your JSReport test space."
      },
      "typeVersion": 1
    },
    {
      "id": "94ae99b3-0ec9-4916-9bf4-19cfeb599966",
      "name": "Form Invoice",
      "type": "n8n-nodes-base.formTrigger",
      "notes": "Allows you to enter invoice information",
      "position": [
        740,
        320
      ],
      "parameters": {
        "path": "1d0c5777-4033-4bf4-8d0e-8a2069d79c86",
        "options": {},
        "formTitle": "Create Facture",
        "formFields": {
          "values": [
            {
              "fieldLabel": "buyer name",
              "requiredField": true
            },
            {
              "fieldLabel": "buyer road",
              "requiredField": true
            },
            {
              "fieldLabel": "buyer country",
              "requiredField": true
            },
            {
              "fieldLabel": "Item 1 Name"
            },
            {
              "fieldType": "number",
              "fieldLabel": "Item 1 Price"
            },
            {
              "fieldLabel": "Item 2 Name"
            },
            {
              "fieldLabel": "Item 2 Price"
            }
          ]
        },
        "formDescription": "Create a PDF invoice from an n8n and JSReport form"
      },
      "notesInFlow": true,
      "typeVersion": 2
    },
    {
      "id": "142c4a45-1228-4be5-8172-9834bb9ca491",
      "name": "Send invoice",
      "type": "n8n-nodes-base.gmail",
      "notes": "Using GMAIL to send the invoice",
      "position": [
        1340,
        320
      ],
      "parameters": {
        "sendTo": "user@example.com",
        "message": "Good morning,  \n\nPlease find your invoice.  \n\nSincerely,",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {}
            ]
          }
        },
        "subject": "New Facture"
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "notesInFlow": true,
      "typeVersion": 2.1
    }
  ],
  "active": true,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "8e1b0f98-68ec-4300-a948-52439d00db66",
  "connections": {
    "Form Invoice": {
      "main": [
        [
          {
            "node": "Get PDF From JSReport",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get PDF From JSReport": {
      "main": [
        [
          {
            "node": "Send invoice",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• gmailOAuth2
• httpBasicAuth

About this workflow

This workflow template is designed for accounting, human resources, and IT project management teams looking to automate the generation of PDF and Word documents. It can be particularly useful for: The accounting department: for generating invoices in PDF format, thus…

Source: https://n8n.io/workflows/2254/ — original creator credit. Request a take-down →

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