Generación y entrega automatizadas de facturas para pedidos de JotForm

Intermedio

Este es unautomatización que contiene 14 nodos.Utiliza principalmente nodos como Code, Gmail, GoogleDrive, HttpRequest, JotFormTrigger. Generar facturas desde JotForm, convertirlas a PDF, guardarlas en Google Drive y enviarlas por correo electrónico

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Credenciales de API de Google Drive
  • Pueden requerirse credenciales de autenticación para la API de destino

Categoría

-
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "Rrs4ZCaJZKAZIHKG",
  "meta": {
    "instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8"
  },
  "name": "Automated Invoice Generation & Delivery for JotForm Orders",
  "tags": [
    {
      "id": "CWardZYJBmejoyC4",
      "name": "under review",
      "createdAt": "2025-10-09T18:43:37.031Z",
      "updatedAt": "2025-10-09T18:43:37.031Z"
    }
  ],
  "nodes": [
    {
      "id": "99ab3063-af31-4701-890f-67b42ed901f6",
      "name": "Formatear Datos de Factura",
      "type": "n8n-nodes-base.code",
      "position": [
        -160,
        496
      ],
      "parameters": {
        "jsCode": "// Extract and format order data for invoice\nconst orderData = $input.first().json.body;\n\n// Calculate totals\nconst lineItems = orderData.line_items.map(item => ({\n  name: item.name,\n  quantity: item.quantity,\n  price: parseFloat(item.price),\n  total: parseFloat(item.price) * item.quantity,\n  sku: item.sku || 'N/A'\n}));\n\nconst subtotal = lineItems.reduce((sum, item) => sum + item.total, 0);\nconst taxAmount = parseFloat(orderData.total_tax || 0);\nconst shippingAmount = parseFloat(orderData.shipping_lines?.[0]?.price || 0);\nconst total = parseFloat(orderData.total_price);\n\n// Format invoice data\nconst invoiceData = {\n  // Order info\n  orderNumber: orderData.order_number,\n  orderDate: new Date(orderData.created_at).toLocaleDateString(),\n  \n  // Customer info\n  customer: {\n    name: `${orderData.customer.first_name} ${orderData.customer.last_name}`,\n    email: orderData.customer.email,\n    phone: orderData.customer.phone || 'N/A'\n  },\n  \n  // Billing address\n  billingAddress: orderData.billing_address ? {\n    address1: orderData.billing_address.address1,\n    address2: orderData.billing_address.address2 || '',\n    city: orderData.billing_address.city,\n    province: orderData.billing_address.province,\n    zip: orderData.billing_address.zip,\n    country: orderData.billing_address.country\n  } : null,\n  \n  // Shipping address\n  shippingAddress: orderData.shipping_address ? {\n    address1: orderData.shipping_address.address1,\n    address2: orderData.shipping_address.address2 || '',\n    city: orderData.shipping_address.city,\n    province: orderData.shipping_address.province,\n    zip: orderData.shipping_address.zip,\n    country: orderData.shipping_address.country\n  } : null,\n  \n  // Line items\n  items: lineItems,\n  \n  // Totals\n  subtotal: subtotal.toFixed(2),\n  tax: taxAmount.toFixed(2),\n  shipping: shippingAmount.toFixed(2),\n  total: total.toFixed(2),\n  currency: orderData.currency,\n  \n  // Additional info\n  paymentMethod: orderData.payment_gateway_names?.[0] || 'Online Payment',\n  notes: orderData.note || ''\n};\n\nreturn { invoiceData };"
      },
      "typeVersion": 2
    },
    {
      "id": "0bfdcf22-ecc4-4fb1-b9a7-5ee86079feb1",
      "name": "Generar Factura HTML",
      "type": "n8n-nodes-base.code",
      "position": [
        144,
        496
      ],
      "parameters": {
        "jsCode": "// Generate professional invoice HTML\nconst data = $input.first().json.invoiceData;\n\nconst html = `\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n    <meta charset=\"UTF-8\">\n    <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\n    <title>Invoice #${data.orderNumber}</title>\n    <style>\n        * {\n            margin: 0;\n            padding: 0;\n            box-sizing: border-box;\n        }\n        \n        body {\n            font-family: 'Arial', sans-serif;\n            line-height: 1.6;\n            color: #333;\n            background: #f8f9fa;\n        }\n        \n        .container {\n            max-width: 800px;\n            margin: 0 auto;\n            background: white;\n            padding: 40px;\n            box-shadow: 0 0 20px rgba(0,0,0,0.1);\n        }\n        \n        .header {\n            display: flex;\n            justify-content: space-between;\n            align-items: center;\n            margin-bottom: 40px;\n            padding-bottom: 20px;\n            border-bottom: 3px solid #007bff;\n        }\n        \n        .company-info {\n            flex: 1;\n        }\n        \n        .company-name {\n            font-size: 28px;\n            font-weight: bold;\n            color: #007bff;\n            margin-bottom: 5px;\n        }\n        \n        .invoice-info {\n            text-align: right;\n        }\n        \n        .invoice-title {\n            font-size: 36px;\n            font-weight: bold;\n            color: #333;\n            margin-bottom: 10px;\n        }\n        \n        .invoice-number {\n            font-size: 18px;\n            color: #666;\n        }\n        \n        .details-section {\n            display: flex;\n            justify-content: space-between;\n            margin-bottom: 40px;\n            gap: 40px;\n        }\n        \n        .detail-box {\n            flex: 1;\n            padding: 20px;\n            background: #f8f9fa;\n            border-radius: 8px;\n        }\n        \n        .detail-title {\n            font-weight: bold;\n            margin-bottom: 15px;\n            color: #007bff;\n            font-size: 16px;\n        }\n        \n        .detail-content {\n            color: #555;\n        }\n        \n        .items-table {\n            width: 100%;\n            border-collapse: collapse;\n            margin-bottom: 30px;\n        }\n        \n        .items-table th,\n        .items-table td {\n            padding: 15px;\n            text-align: left;\n            border-bottom: 1px solid #ddd;\n        }\n        \n        .items-table th {\n            background-color: #007bff;\n            color: white;\n            font-weight: bold;\n            text-transform: uppercase;\n            font-size: 14px;\n        }\n        \n        .items-table tr:hover {\n            background-color: #f5f5f5;\n        }\n        \n        .text-right {\n            text-align: right;\n        }\n        \n        .totals-section {\n            margin-left: auto;\n            width: 300px;\n        }\n        \n        .totals-table {\n            width: 100%;\n            border-collapse: collapse;\n        }\n        \n        .totals-table td {\n            padding: 10px 0;\n            border-bottom: 1px solid #eee;\n        }\n        \n        .total-row {\n            font-weight: bold;\n            font-size: 18px;\n            border-top: 2px solid #007bff;\n            color: #007bff;\n        }\n        \n        .footer {\n            margin-top: 50px;\n            padding-top: 20px;\n            border-top: 1px solid #ddd;\n            text-align: center;\n            color: #666;\n            font-size: 14px;\n        }\n        \n        .thank-you {\n            font-size: 18px;\n            color: #007bff;\n            margin-bottom: 10px;\n        }\n    </style>\n</head>\n<body>\n    <div class=\"container\">\n        <div class=\"header\">\n            <div class=\"company-info\">\n                <div class=\"company-name\">Your Company Name</div>\n                <div>123 Business Street</div>\n                <div>City, State 12345</div>\n                <div>Phone: (555) 123-4567</div>\n                <div>Email: info@yourcompany.com</div>\n            </div>\n            <div class=\"invoice-info\">\n                <div class=\"invoice-title\">INVOICE</div>\n                <div class=\"invoice-number\">#${data.orderNumber}</div>\n                <div style=\"margin-top: 10px;\">Date: ${data.orderDate}</div>\n            </div>\n        </div>\n        \n        <div class=\"details-section\">\n            <div class=\"detail-box\">\n                <div class=\"detail-title\">Bill To:</div>\n                <div class=\"detail-content\">\n                    <strong>${data.customer.name}</strong><br>\n                    ${data.customer.email}<br>\n                    ${data.customer.phone}<br><br>\n                    ${data.billingAddress ? `\n                        ${data.billingAddress.address1}<br>\n                        ${data.billingAddress.address2 ? data.billingAddress.address2 + '<br>' : ''}\n                        ${data.billingAddress.city}, ${data.billingAddress.province} ${data.billingAddress.zip}<br>\n                        ${data.billingAddress.country}\n                    ` : ''}\n                </div>\n            </div>\n            \n            ${data.shippingAddress ? `\n            <div class=\"detail-box\">\n                <div class=\"detail-title\">Ship To:</div>\n                <div class=\"detail-content\">\n                    ${data.shippingAddress.address1}<br>\n                    ${data.shippingAddress.address2 ? data.shippingAddress.address2 + '<br>' : ''}\n                    ${data.shippingAddress.city}, ${data.shippingAddress.province} ${data.shippingAddress.zip}<br>\n                    ${data.shippingAddress.country}\n                </div>\n            </div>\n            ` : ''}\n            \n            <div class=\"detail-box\">\n                <div class=\"detail-title\">Payment Info:</div>\n                <div class=\"detail-content\">\n                    <strong>Method:</strong> ${data.paymentMethod}<br>\n                    <strong>Currency:</strong> ${data.currency}<br>\n                    <strong>Status:</strong> Paid\n                </div>\n            </div>\n        </div>\n        \n        <table class=\"items-table\">\n            <thead>\n                <tr>\n                    <th>Item</th>\n                    <th>SKU</th>\n                    <th>Qty</th>\n                    <th>Price</th>\n                    <th>Total</th>\n                </tr>\n            </thead>\n            <tbody>\n                ${data.items.map(item => `\n                <tr>\n                    <td><strong>${item.name}</strong></td>\n                    <td>${item.sku}</td>\n                    <td>${item.quantity}</td>\n                    <td>$${item.price.toFixed(2)}</td>\n                    <td class=\"text-right\">$${item.total.toFixed(2)}</td>\n                </tr>\n                `).join('')}\n            </tbody>\n        </table>\n        \n        <div class=\"totals-section\">\n            <table class=\"totals-table\">\n                <tr>\n                    <td>Subtotal:</td>\n                    <td class=\"text-right\">$${data.subtotal}</td>\n                </tr>\n                ${parseFloat(data.shipping) > 0 ? `\n                <tr>\n                    <td>Shipping:</td>\n                    <td class=\"text-right\">$${data.shipping}</td>\n                </tr>\n                ` : ''}\n                ${parseFloat(data.tax) > 0 ? `\n                <tr>\n                    <td>Tax:</td>\n                    <td class=\"text-right\">$${data.tax}</td>\n                </tr>\n                ` : ''}\n                <tr class=\"total-row\">\n                    <td><strong>Total:</strong></td>\n                    <td class=\"text-right\"><strong>$${data.total}</strong></td>\n                </tr>\n            </table>\n        </div>\n        \n        ${data.notes ? `\n        <div style=\"margin-top: 30px; padding: 20px; background: #f8f9fa; border-radius: 8px;\">\n            <strong>Notes:</strong><br>\n            ${data.notes}\n        </div>\n        ` : ''}\n        \n        <div class=\"footer\">\n            <div class=\"thank-you\">Thank you for your business!</div>\n            <div>This invoice was generated automatically on ${new Date().toLocaleDateString()}</div>\n            <div style=\"margin-top: 10px;\">For questions about this invoice, please contact us at info@yourcompany.com</div>\n        </div>\n    </div>\n</body>\n</html>\n`;\n\nreturn { html };"
      },
      "typeVersion": 2
    },
    {
      "id": "9cedf436-1a03-4fb6-910d-086b6dca81b5",
      "name": "Guardar en Google Drive",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        1056,
        288
      ],
      "parameters": {
        "name": "=Invoice - {{ $('Shopify Order Webhook').item.json.body.id }}",
        "driveId": {
          "__rl": true,
          "mode": "list",
          "value": "My Drive"
        },
        "options": {},
        "folderId": {
          "__rl": true,
          "mode": "list",
          "value": "1A2B3C4D5E6F7G8H9I0J",
          "cachedResultName": "Invoices"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "cfc5e050-ca7f-4197-aec2-efea24529538",
      "name": "Enviar por Correo al Cliente",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1056,
        592
      ],
      "webhookId": "fd101041-8325-4589-a347-d966678a2883",
      "parameters": {
        "sendTo": "={{ $('Shopify Order Webhook').item.json.body.customer.email }}",
        "message": "=<!DOCTYPE html> <html lang=\"en\"> <head>     <meta charset=\"UTF-8\">     <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">     <title>Invoice for Order #{{ $('Shopify Order Webhook').item.json.body.order_number }}</title>     <style>         body {             font-family: Arial, sans-serif;             line-height: 1.6;             color: #333;             max-width: 600px;             margin: 0 auto;             padding: 20px;         }                  .header {             text-align: center;             margin-bottom: 30px;             padding-bottom: 20px;             border-bottom: 2px solid #007bff;         }                  .company-name {             font-size: 24px;             font-weight: bold;             color: #007bff;             margin-bottom: 5px;         }                  .attachment-notice {             background: #f8f9fa;             padding: 15px;             border-left: 4px solid #28a745;             margin: 20px 0;         }                  .footer {             margin-top: 40px;             padding-top: 20px;             border-top: 1px solid #ddd;             color: #666;             font-size: 14px;         }     </style> </head> <body>     <div class=\"header\">         <div class=\"company-name\">Company Name</div>     </div>          <p>Dear {{ $('Shopify Order Webhook').item.json.body.customer.first_name }},</p>          <p>Thank you for your recent order! Your payment has been successfully processed.</p>          <div class=\"attachment-notice\">         <strong>📎 Invoice Attached</strong><br>         Please find your invoice attached to this email for order #{{ $('Shopify Order Webhook').item.json.body.order_number }}.     </div>          <p>We're now preparing your order for shipment. You'll receive a tracking notification once your order is on its way.</p>          <p>If you have any questions about your order, please don't hesitate to contact us at support@pdfmunk.com.</p>          <p>Thank you for choosing Company Name!</p>          <p>Best regards,<br>     The Company Name Team</p>          <div class=\"footer\">         <p>This is an automated email regarding your order. Please save the attached invoice for your records.</p>        </div> </body> </html>",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {}
            ]
          }
        },
        "subject": "=Invoice for your Order#  {{ $('Shopify Order Webhook').item.json.body.order_number }}"
      },
      "typeVersion": 2.1
    },
    {
      "id": "8162eb8b-938d-4361-b54d-e745984ba8b1",
      "name": "Generar Factura PDF",
      "type": "n8n-nodes-htmlcsstopdf.htmlcsstopdf",
      "position": [
        512,
        496
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "23581c69-fd48-49a9-abe8-8f3efb1bcc9e",
      "name": "Descargar Archivo PDF",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        800,
        496
      ],
      "parameters": {
        "url": "={{ $json.pdf_url }}",
        "options": {}
      },
      "typeVersion": 4.2
    },
    {
      "id": "6ff41885-733c-4e38-b16b-3e9f3adae96b",
      "name": "Nota Adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -592,
        288
      ],
      "parameters": {
        "color": 4,
        "width": 288,
        "height": 368,
        "content": "## Webhook from Jotform\nSetup this webhook URL to receive order information from Jotform\n\n**JotForm account**\n\n[Sign up for Jotform for free](https://www.jotform.com/?partner=mediajade)"
      },
      "typeVersion": 1
    },
    {
      "id": "5ddc5e49-007b-4a46-a41a-e7f5a50c2679",
      "name": "Nota Adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        80,
        384
      ],
      "parameters": {
        "color": 4,
        "height": 272,
        "content": "## Create HTML\nGenerate custom HTML for the invoice"
      },
      "typeVersion": 1
    },
    {
      "id": "989e9a89-dcd8-42fb-9fa6-c20916ef42f5",
      "name": "Nota Adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        384,
        384
      ],
      "parameters": {
        "color": 4,
        "width": 352,
        "height": 272,
        "content": "## Generate PDF\n* Convert HTML to PDF Invoice\n* Get your API Key from [PDFMunk](https://pdfmunk.com)"
      },
      "typeVersion": 1
    },
    {
      "id": "8aeeed1b-3c2f-44de-a330-2547f2d1a3bd",
      "name": "Nota Adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -224,
        384
      ],
      "parameters": {
        "color": 4,
        "height": 272,
        "content": "## Format Data\nPrepare Line Item data for next step"
      },
      "typeVersion": 1
    },
    {
      "id": "db3b1636-c5c8-4212-8cfa-8a1d4e21410e",
      "name": "Nota Adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        576
      ],
      "parameters": {
        "color": 4,
        "width": 304,
        "height": 288,
        "content": "\n\n\n\n\n\n\n\n\n\n\n\n## Email Invoice\nSend Invoice PDF Email to the Customer"
      },
      "typeVersion": 1
    },
    {
      "id": "6d92f3cf-4574-44af-b88a-e309974f809b",
      "name": "Nota Adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        192
      ],
      "parameters": {
        "color": 4,
        "width": 304,
        "height": 288,
        "content": "## Save Invoice PDF\nStore Invoice PDF to Google Drive"
      },
      "typeVersion": 1
    },
    {
      "id": "bfc8cada-2bd0-485f-a9b5-4d1701474374",
      "name": "Nota Adhesiva8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        0
      ],
      "parameters": {
        "color": 6,
        "width": 544,
        "height": 288,
        "content": "## 🎯 What This Template Does\n\nTransform your Jotform order fulfillment with complete invoice automation. When a customer places an order, this workflow automatically:\n\n✅ Receives order data from Jotform Trigger\n✅ Generates professional HTML invoice with your branding\n✅ Converts to PDF using HTML to PDF conversion\n✅ Saves invoice to Google Drive for record-keeping\n✅ Emails PDF invoice to customer automatically"
      },
      "typeVersion": 1
    },
    {
      "id": "000cdfd3-ae0d-4716-9ca9-ef155ff6c3ec",
      "name": "Activador JotForm",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
        -512,
        496
      ],
      "webhookId": "d222ca8c-80f7-4504-bf39-6b2e5ec87316",
      "parameters": {
        "form": "252815424602048"
      },
      "credentials": {
        "jotFormApi": {
          "id": "cOSh16Q5l4e0EB1A",
          "name": "Jotform jitesh@mediajade.com"
        }
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "4eaaebd6-4d7c-4c24-bde6-4553f7978a77",
  "connections": {
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}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos14
Categoría-
Tipos de nodos7
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Jitesh Dugar

Jitesh Dugar

@jiteshdugar

AI Automation Specialist - OpenAI, CRM & Automation Expert with a solid understanding of various tools that include Zapier, Make, Zoho CRM, Hubspot, Google Sheets, Airtable, Pipedrive, Google Analytics, and more.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34