Quick overview
This workflow generates a PDF invoice from structured invoice data using pdfmill and emails it to the customer via Gmail, attaching the generated document.
How it works
- Starts when you manually execute the workflow.
- Creates a sample invoice payload with billing details, line items, totals, and recipient email.
- Generates an invoice PDF using pdfmill and outputs it as a binary file on the
data property.
- Sends the invoice to the customer via Gmail with the PDF attached.
Setup
- Add a pdfmill credential in the PDF generation step and select the invoice template you want to use.
- Add a Gmail OAuth credential (or replace the email step with SMTP) and set the sender account permissions for sending attachments.
- Replace the sample invoice JSON with your real invoice data mapping (for example from Stripe or a webhook) and verify the recipient email field used for sending.