Use Cases
- Automatically send invoices to clients after a transaction is completed.
- Generate PDF invoices from QuickBooks data for record-keeping.
- Reduce manual effort in sending invoices via email.
How It Works
Trigger the workflow with a new QuickBooks transaction. Fetch transaction data from QuickBooks. Generate an invoice PDF using the fetched data. Send the generated PDF invoice to the specified email address.
Setup Steps
- 1Import the workflow into n8n.
- 2Configure the webhook URL for incoming QuickBooks transactions.
- 3Set up the QuickBooks API credentials to fetch transaction data.
- 4Specify the email settings for sending invoices.
Apps Used
QuickBooks
Categories
Target Roles
Industries
Tags
#pdf automation
#email automation
#process automation