Generate invoice PDFs from forms with APITemplate.io, Google Drive, Gmail and Slack
Ready for 3.0What this workflow does
This workflow has 10 nodes and runs when someone submits an n8n form (“Invoice Request Form”). Along the way it connects APITemplate.io, Google Drive, Gmail and Slack.
How it runs
Trigger: When someone submits an n8n form (“Invoice Request Form”).
- SET – Wrap Form Data (Edit Fields (Set)): sets 1 field: form_data
- If: checks a condition and branches into true / false
- SET – Items & Document ID (Edit Fields (Set)): sets 2 fields: items, document_id
- SET – Template Payload (Edit Fields (Set)): sets 3 fields: form_data, items, outputFileName
- PDF Generate From Template (APITemplate.io): work with pdf
- If: checks a condition and branches into true / false
- GDrive – Upload Invoice (Google Drive): uses Google Drive
- EMAIL – Send Invoice to Customer (Gmail): uses Gmail
- Slack: uses Slack
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (7)
- APITemplate.io
n8n-nodes-base.apiTemplateIo - n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - Google Drive
n8n-nodes-base.googleDrive - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack
From the author
Quick overview This workflow collects invoice details from an n8n Form, generates an invoice PDF with APITemplate.io, uploads it to Google Drive, emails the invoice to the customer via Gmail, and posts a summary with links to a Slack channel. How it works 1.…