Automated Invoice PDF Generation and Emailing from QuickBooks

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This workflow automates the creation of professional, branded PDF invoices directly from QuickBooks Online and sends them via email to clients. It begins with a webhook trigger when a new invoice is created, fetches invoice data including customer details, and retrieves company logo and signature images from URLs. The workflow then processes and combines these images with invoice data, converting the HTML invoice template into a PDF using Gotenberg. Finally, it emails the generated invoice as an attachment to the customer, ensuring timely and visually appealing invoicing. This automation is ideal for businesses seeking to streamline invoice delivery, enhance branding, and maintain a polished professional appearance.

Node Count

11 – 20 Nodes

Nodes Used

code, convertToFile, emailSend, extractFromFile, html, httpRequest, merge, quickbooks, stickyNote, webhook

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