Automation library · Money admin

Generate invoice PDFs from forms with APITemplate.io

Started by someone submitting a form, and works across Gmail, Google Drive and Slack. 10 steps, 2 branches: a working afternoon to understand properly.

Medium

10 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Logic 5Service 4

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

  1. 1TRG – Invoice Request FormForm triggerStarts it
  2. 2SET – Wrap Form DataSetLogic
  3. 3IF – Check Required FieldsIfLogic
  4. 4SET – Items & Document IDSetLogic
  5. 5SET – Template PayloadSetLogic
  6. 6PDF Generate From TemplateApi Template IoService
  7. 7IF – PDF Generation OKIfLogic
  8. 8GDrive – Upload InvoiceGoogle DriveService
  9. 9EMAIL – Send Invoice to CustomerGmailService
  10. 10SLACK – Notify New InvoiceSlackService

How it's built

Starts on
Someone submitting a form
Steps
10, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive and Slack accounts. 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?

Plan an afternoon. 10 steps is enough that you should read each one before running it.

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 10 steps before you point it at anything that matters.