Google Sheets -> Generador de facturas -> Correo electrónico

Avanzado

Este es unautomatización que contiene 18 nodos.Utiliza principalmente nodos como Set, Airtable, Aggregate, EmailSend, ManualTrigger. Generación automática de facturas y envío de correos con Airtable y CustomJS PDF Generator

Requisitos previos
  • Clave de API de Airtable

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": "fB4si9amQw4D2TK2",
  "meta": {
    "instanceId": "b503899dfd9ae32bbf8e1f446a1f2c9b3c59f80c79b274c49b1606b7ae9579e1",
    "templateCredsSetupCompleted": true
  },
  "name": "Google Spreadsheet -> Invoice Generation -> Email",
  "tags": [],
  "nodes": [
    {
      "id": "c2e9a234-394c-4c5e-ab59-a5311fa61ed8",
      "name": "Al hacer clic en 'Ejecutar flujo de trabajo'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -144,
        16
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "1f9f59c4-9927-4a0f-8aaf-64488bdc5a13",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -240,
        -576
      ],
      "parameters": {
        "width": 864,
        "height": 448,
        "content": "# Invoice Management With Airtable \nHere you will find an example of how you can create \nand manage your invoices for free, easily, and beautifully:\n[Public Airtable Example](https://airtable.com/apphyDa3uYAq0VOMW/shrSe39NZYrqm4gtE)\n\n![Airtable Screenshot](https://www.beta.customjs.space/images/integration/n8n/InvoiceGeneratorWorkflow.png)"
      },
      "typeVersion": 1
    },
    {
      "id": "895fe916-1db2-4055-a87e-804a6be14383",
      "name": "Obtener facturas pendientes",
      "type": "n8n-nodes-base.airtable",
      "position": [
        144,
        16
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "apphyDa3uYAq0VOMW",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW",
          "cachedResultName": "Custom JS - Invoicing Template"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tblW46vfkwOFQJLMs",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW/tblW46vfkwOFQJLMs",
          "cachedResultName": "Invoices"
        },
        "options": {},
        "operation": "search",
        "filterByFormula": "{Status} = 'Ready'"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "y4iDRTq2XVlO3xSa",
          "name": "CustomJS Invoice Example"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "5c20d60e-72b3-45db-8df0-223676a7880e",
      "name": "Obtener clientes",
      "type": "n8n-nodes-base.airtable",
      "position": [
        1024,
        0
      ],
      "parameters": {
        "id": "={{ $('Get Ready Invoices').item.json['Client ID'][0] }}",
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "apphyDa3uYAq0VOMW",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW",
          "cachedResultName": "Custom JS - Invoicing Template"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tblQdiFVsZ9w3sahJ",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW/tblQdiFVsZ9w3sahJ",
          "cachedResultName": "Clients"
        },
        "options": {}
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "y4iDRTq2XVlO3xSa",
          "name": "CustomJS Invoice Example"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "1da85e53-eaf2-4928-b1bb-0d2d7eb56056",
      "name": "Nota adhesiva 1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1184,
        -96
      ],
      "parameters": {
        "color": 2,
        "width": 416,
        "height": 560,
        "content": "## Define Your Company Details\nHere you can customize your own company details."
      },
      "typeVersion": 1
    },
    {
      "id": "047f3d97-760b-4307-a17f-a92d4c8f268d",
      "name": "Obtener artículos de factura",
      "type": "n8n-nodes-base.airtable",
      "position": [
        528,
        128
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "apphyDa3uYAq0VOMW",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW",
          "cachedResultName": "Custom JS - Invoicing Template"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tblASYLVpsnrUoKt5",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW/tblASYLVpsnrUoKt5",
          "cachedResultName": "Invoice-Items"
        },
        "options": {},
        "operation": "search",
        "filterByFormula": "=FIND(\"{{ $json.ID }}\", ARRAYJOIN({Invoice}))"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "y4iDRTq2XVlO3xSa",
          "name": "CustomJS Invoice Example"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "3e86f778-d65a-47c6-8fd4-83b8063174e1",
      "name": "Agregar",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        848,
        128
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData",
        "destinationFieldName": "items"
      },
      "typeVersion": 1
    },
    {
      "id": "32205005-9879-4abe-be18-d77126675ccb",
      "name": "Bucle sobre artículos",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        352,
        16
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "9e68a44d-f0d2-407b-88fb-bf97032504b0",
      "name": "Nota adhesiva 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2144,
        -96
      ],
      "parameters": {
        "color": 5,
        "width": 416,
        "height": 560,
        "content": "## Mark Invoices as \"Sent\"\nFinally, the invoices are set to “Sent” so that they will never be reloaded again next time."
      },
      "typeVersion": 1
    },
    {
      "id": "6d4c0372-e2b4-45fb-8840-82378e557f4c",
      "name": "Actualizar registro",
      "type": "n8n-nodes-base.airtable",
      "position": [
        2288,
        0
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "apphyDa3uYAq0VOMW",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW",
          "cachedResultName": "Custom JS - Invoicing Template"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tblW46vfkwOFQJLMs",
          "cachedResultUrl": "https://airtable.com/apphyDa3uYAq0VOMW/tblW46vfkwOFQJLMs",
          "cachedResultName": "Invoices"
        },
        "columns": {
          "value": {
            "id": "={{ $('Get Ready Invoices').item.json.id }}",
            "Status": "Sent"
          },
          "schema": [
            {
              "id": "id",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": true,
              "required": false,
              "displayName": "id",
              "defaultMatch": true
            },
            {
              "id": "ID",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "ID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client ID",
              "type": "array",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Client ID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Name",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Client Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Description (from Invoice-Items)",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Description (from Invoice-Items)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Total",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Total",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Invoicedate",
              "type": "dateTime",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Invoicedate",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Status",
              "type": "options",
              "display": true,
              "options": [
                {
                  "name": "Delayed",
                  "value": "Delayed"
                },
                {
                  "name": "Sent",
                  "value": "Sent"
                },
                {
                  "name": "Paid",
                  "value": "Paid"
                },
                {
                  "name": "Ready",
                  "value": "Ready"
                }
              ],
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Status",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Create Invoice (Airtable API)",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Create Invoice (Airtable API)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Create Invoice (Get Parameters)",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Create Invoice (Get Parameters)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Invoice-Items",
              "type": "array",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Invoice-Items",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Prices (from Invoice-Items)",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Prices (from Invoice-Items)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Default Hourly Rate (from Client ID)",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Default Hourly Rate (from Client ID)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Total (from Invoice-Items)",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Total (from Invoice-Items)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "ClientAddressField1",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "ClientAddressField1",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "ClientAddressField2",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "ClientAddressField2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "ClientTax",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "ClientTax",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "id"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "update"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "y4iDRTq2XVlO3xSa",
          "name": "CustomJS Invoice Example"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "6792cf9c-9aa6-444e-9c1c-66cf5784341d",
      "name": "Generar factura",
      "type": "@custom-js/n8n-nodes-pdf-toolkit.invoiceGenerator",
      "position": [
        1728,
        0
      ],
      "parameters": {
        "issuer": {
          "issuerValues": {
            "email": "={{ $json.Email }}",
            "phone": "={{ $json.Phone }}",
            "taxId": "={{ $json.TaxId }}",
            "address": "={{ $json.Address }}",
            "logoUrl": "={{ $json.Logo }}",
            "companyName": "={{ $json.CompanyName }}"
          }
        },
        "billing": {
          "billingValues": {
            "notes": "Please transfer the amount within 14 days.",
            "taxRate": 19,
            "currency": "EUR",
            "invoiceDate": "={{ $('Get Ready Invoices').item.json['Client ID'][0] }}",
            "invoiceNumber": "={{ $('Get Ready Invoices').item.json.ID }}"
          }
        },
        "payment": {
          "paymentValues": {
            "BIC": "={{ $json['Bic/Swift'] }}",
            "bankName": "={{ $json['Bank Name'] }}",
            "accountNumber": "={{ $json['Account Number'] }}"
          }
        },
        "itemsJson": "={{ $('Loop Over Items').item.json.items }}",
        "itemsMode": "json",
        "recipient": {
          "recipientValues": {
            "name": "={{ $('Get Clients').item.json['Comany Name'] }}",
            "taxId": "={{ $('Get Clients').item.json.Tax }}",
            "address": "={{ $('Get Clients').item.json.Street }} {{ $('Get Clients').item.json['Street No.'] }}\n{{ $('Get Clients').item.json['Postal Code'] }} {{ $('Get Clients').item.json.City }}"
          }
        }
      },
      "credentials": {
        "customJsApi": {
          "id": "BFGbk0a71fKWY967",
          "name": "Coding Service"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "b3263d7d-e8ca-4776-8d27-08773ab65549",
      "name": "Nota adhesiva 3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        96,
        -96
      ],
      "parameters": {
        "color": 5,
        "width": 1040,
        "height": 560,
        "content": "## Collect Invoice Data From Airtable \nHere, all invoices with the status “Ready” are retrieved and enriched with the respective invoice items and client information."
      },
      "typeVersion": 1
    },
    {
      "id": "7904b830-14ce-4ff5-8ca4-e4ab2cd4a644",
      "name": "Establecer detalles de empresa",
      "type": "n8n-nodes-base.set",
      "position": [
        1344,
        0
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "860bad3a-81d5-4591-9d8d-3f399e88227d",
              "name": "CompanyName",
              "type": "string",
              "value": "MyCompany"
            },
            {
              "id": "4f473e5c-1f8a-4fce-971b-7bcf3a585953",
              "name": "Address",
              "type": "string",
              "value": "My Street 45\n12322 New York"
            },
            {
              "id": "a4de3c7f-2470-48a2-81ee-22d43dbbded5",
              "name": "TaxId",
              "type": "string",
              "value": "US12124234"
            },
            {
              "id": "f6b26bc0-dbe7-433b-96ff-843a137afa99",
              "name": "Email",
              "type": "string",
              "value": "info@mycorp.org"
            },
            {
              "id": "9ee8496d-93c8-4828-aa43-a4168ffd7c39",
              "name": "Phone",
              "type": "string",
              "value": "+331 123412433123"
            },
            {
              "id": "a66fb0d6-a2c2-4d9d-86aa-fe3f7dc97e6e",
              "name": "Logo",
              "type": "string",
              "value": "https://equalengineers.com/wp-content/uploads/2024/04/dummy-logo-5b.png"
            },
            {
              "id": "717ca346-29d6-4d0a-9942-af8db75c23ce",
              "name": "Account Number",
              "type": "string",
              "value": "12345677"
            },
            {
              "id": "db4d6b35-9ddb-4f38-a6a1-2f66a36d58d6",
              "name": "Bic/Swift",
              "type": "string",
              "value": "1234"
            },
            {
              "id": "d08fdf69-c730-4bda-b621-dd8a429ed3ac",
              "name": "Bank Name",
              "type": "string",
              "value": "Bank of XYZ"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "a0d0705b-5d60-4845-bace-2e0cc9a9a8bd",
      "name": "Nota adhesiva 4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1648,
        -96
      ],
      "parameters": {
        "color": 4,
        "width": 448,
        "height": 560,
        "content": "## Generate Invoice & send email with invoice\n"
      },
      "typeVersion": 1
    },
    {
      "id": "bbdd0964-c9ea-4c4b-b402-7a2e34e79c70",
      "name": "Mapear campos",
      "type": "n8n-nodes-base.set",
      "position": [
        688,
        128
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "a95b61df-c10d-43f1-b005-d6d84c6fec47",
              "name": "description",
              "type": "string",
              "value": "={{ $json.Description }}"
            },
            {
              "id": "f290e440-dd5b-46f9-a23b-be419443685b",
              "name": "quantity",
              "type": "string",
              "value": "={{ $json.Hours }}"
            },
            {
              "id": "09688f5f-0461-4c04-988a-2b92da3e595e",
              "name": "unitPrice",
              "type": "string",
              "value": "={{ $json['Custom Hourly Rate'] || $json['Default Hourly Rate'][0]}}"
            },
            {
              "id": "bcdadef7-0f5b-48a3-851b-f7fe5f401fa7",
              "name": "invoiceId",
              "type": "string",
              "value": "={{ $json.ID }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "0a5e9db0-410f-4b5c-99cf-a616107942a5",
      "name": "Enviar correo con archivo adjunto",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1904,
        0
      ],
      "webhookId": "aa09d395-1678-4800-9fe8-875468e53d08",
      "parameters": {
        "text": "Hello,\n\nPlease find attached your invoice for the last month. Thank you very much for your cooperation.\n\nBest regards,\nHenrik",
        "options": {
          "attachments": "data"
        },
        "subject": "Your Invoice for Last Month",
        "toEmail": "info@yourcomp.org",
        "fromEmail": "={{ $json.InvoiceEmail }}",
        "emailFormat": "text"
      },
      "credentials": {
        "smtp": {
          "id": "vvY03KbEvsdTVMXI",
          "name": "SMTP account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "cc9d1907-9d69-4f72-b3a0-76ce416e75e8",
      "name": "Nota adhesiva 5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -240,
        -96
      ],
      "parameters": {
        "color": 3,
        "width": 288,
        "height": 560,
        "content": "## Run this workflow manually\n"
      },
      "typeVersion": 1
    },
    {
      "id": "ec0d2733-966b-49ff-ab2f-5a944882e916",
      "name": "Nota adhesiva 6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        288,
        0
      ],
      "parameters": {
        "width": 720,
        "height": 448,
        "content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n## Loop Over Items\nSince the number of invoice items does not match the number of invoices, we have to retrieve them in a loop and aggregate them so that they match the number of invoices."
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "4c90ec99-f624-4f7f-a4be-ccd8653cdb04",
  "connections": {
    "3e86f778-d65a-47c6-8fd4-83b8063174e1": {
      "main": [
        [
          {
            "node": "32205005-9879-4abe-be18-d77126675ccb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bbdd0964-c9ea-4c4b-b402-7a2e34e79c70": {
      "main": [
        [
          {
            "node": "3e86f778-d65a-47c6-8fd4-83b8063174e1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "5c20d60e-72b3-45db-8df0-223676a7880e": {
      "main": [
        [
          {
            "node": "7904b830-14ce-4ff5-8ca4-e4ab2cd4a644",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "32205005-9879-4abe-be18-d77126675ccb": {
      "main": [
        [
          {
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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?

Avanzado

¿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
Avanzado
Número de nodos18
Categoría-
Tipos de nodos8
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34