Get PDF with JSReport
This workflow implements a fully automated process from invoice information collection to PDF generation and email sending. After users input the relevant data through a form, the system calls an online API to dynamically generate the invoice and automatically sends the PDF as an attachment to the customer via email. This approach significantly enhances the efficiency and accuracy of invoice creation, making it suitable for small and medium-sized enterprises as well as freelancers during financial invoicing, thereby reducing cumbersome manual operations.
Workflow Name
Get PDF with JSReport
Key Features and Highlights
This workflow is triggered by an n8n form to collect invoice-related information, then calls the JSReport online API to dynamically generate a PDF invoice. Subsequently, it uses Gmail to automatically send the invoice via email. It achieves a fully automated process from data input to document generation and email delivery.
Core Problems Addressed
Traditional invoice creation processes are cumbersome, involving manual data entry, document design, PDF export, and email sending, which are time-consuming and prone to errors. This workflow significantly improves invoice production efficiency and accuracy through automation integration, reducing manual intervention.
Application Scenarios
Suitable for small and medium-sized enterprises (SMEs) and freelancers in financial invoicing scenarios, especially for business processes requiring rapid generation of standardized invoices and email delivery to clients.
Main Process Steps
- The user inputs buyer information and product details through the “Form Invoice” form provided by n8n.
- The form data triggers an HTTP request node that calls the JSReport API to generate an invoice PDF using a predefined template.
- The generated PDF is automatically attached and sent to the specified email address via the Gmail node, enabling automatic invoice distribution.
Involved Systems or Services
- n8n: Workflow automation and form triggering.
- JSReport: Template-based PDF document generation service.
- Gmail: Invoice email dispatch.
Target Users and Value Proposition
- Financial personnel and business operators who need to quickly generate and send standardized invoices in bulk.
- Users seeking office automation to reduce manual operations and enhance work efficiency.
- Enterprises driving digital transformation by building paperless and intelligent invoice management workflows.
By seamlessly integrating form input, document generation, and email sending, this workflow delivers end-to-end automation of invoice processing, making it an ideal solution to improve financial efficiency and customer service experience.