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Transform your order fulfillment process with complete invoice automation. This workflow automatically generates professional PDF invoices from JotForm orders and delivers them to customers while keeping organized records.
What This Workflow Does
✅ Receives order data from JotForm Trigger
✅ Generates professional HTML invoice with your branding
✅ Converts to PDF using HTML to PDF conversion
✅ Saves invoice to Google Drive for record-keeping
✅ Emails PDF invoice to customer automatically
Workflow Steps
- JotForm Trigger - Captures order data when a customer places an order
- Format Invoice Data - Prepares and structures line item data
- Generate HTML Invoice - Creates custom branded HTML invoice
- Generate PDF Invoice - Converts HTML to professional PDF format
- Download File PDF - Prepares PDF for distribution
- Save to Google Drive - Archives invoice for your records
- Email to Customer - Sends invoice PDF directly to customer's inbox
Requirements
- JotForm account with order form set up Sign up for free here
- PDF generation API key (get yours at pdfmunk.com)
- Google Drive connection for storage
- Email service connection (Gmail, SMTP, etc.)
Benefits
- Save time - Eliminate manual invoice creation
- Professional branding - Customize invoice template to match your brand
- Organized records - All invoices automatically saved to Google Drive
- Better customer experience - Instant invoice delivery after order placement
- Scalable - Handles unlimited orders without additional work