⚙️ How It Works
⚙️ How It Works This workflow automates the repetitive task of invoicing, turning a manual process into an efficient, hands-free operation. ✅ Trigger The workflow is automatically activated when a new row is added or updated in your Google Sheet with the status Ready for Invoice. 🧾 Create Invoice The workflow sends project data to your invoicing service (e.g., Invoice Ninja) using an HTTP Request node to generate a professional invoice. 📧 Send Email The generated invoice is attached to an email and sent to the client using the Gmail node. 📝 Update Status Finally, the workflow updates the Status field in Google Sheet to Invoiced, marking the process complete and recorded. 🛠️ How to Set Up 1. Install the Workflow Copy the provided workflow JSON. In your n8n instance, go to Workflows > New. Click Import from JSON and paste the JSON. Save the workflow. 2. Prepare Your Google Sheet Create a Google Sheet to act as your project database. It must include the following columns: Ensure the data is accurate and matches your workflow expressions. 3. Configure Credentials 🟡 Google Sheets Trigger & Update Node Add your Google Sheets OAuth2 credentials. In both the trigger node and update node, select: Correct Spreadsheet ID Correct Sheet Name 🔵 HTTP Request Node (Invoice API) Add your API Key (e.g., from Invoice Ninja) in the request URL. Adjust: The URL endpoint The JSON body Based on your invoicing service’s API documentation. 🔴 Gmail Node Add your Gmail OAuth2 credentials. 4. Customize the Workflow 🔧 HTTP Request Node Replace YOUR_INVOICE_NINJA_API_KEY with your real API key. Ensure expressions like {{ $json['Client Email'] }} match the exact column headers in your Google Sheet. 💌 Gmail Node Customize: From Email Subject Email body (HTML or text) Tailor the content to match your brand and tone. 5. Activate the Workflow Once everything is configured: Click the Inactive toggle (top-right) to activate the workflow. Now your invoicing process is fully automated!. An n8n automation workflow template by Marth - Business Automation.
Marth - Business Automation
web
paid
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