Automation library · Money admin

Client billing detail collection & invoice generation

Started by someone submitting a form, and works across Gmail. 7 steps: small enough to read in one sitting and change without fear.

Small

7 stepsSmall: readable in one sitting
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Service 6

The steps in the order they run, from what starts it.

  1. 1Enter Client DetailsForm triggerStarts it
  2. 2Ask Client for Billing InfoGmailService
  3. 3Add Client to QBOQuickbooksService
  4. 4Find Existing CustomerQuickbooksService
  5. 5Get The Selected ProductQuickbooksService
  6. 6Create A New InvoiceQuickbooksService
  7. 7Send the InvoiceQuickbooksService

How it's built

Starts on
Someone submitting a form
Steps
7
Size
Small: readable in one sitting
Connects to
Gmail
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 7 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 7 steps before you point it at anything that matters.