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Generate custom branded PDF invoices from QuickBooks and email to clients
finance-opsaccounts-receivablequickbookspdfgotenbergemail•
New invoice created
Fetch invoice details
Render branded PDF
Send invoice PDF
Overview
This workflow automates invoice delivery with consistent branding and a professional PDF layout, reducing manual formatting and sending steps.
Product Specs
- Triggers on new invoice in QuickBooks Online
- Fetches invoice data and merges required fields
- Renders a branded PDF using Gotenberg (HTML to PDF)
- Sends the PDF invoice to the client via email
Pipeline Description
A new invoice in QuickBooks triggers the workflow. Invoice data is retrieved and transformed into a branded document, converted to PDF by Gotenberg, then emailed to the customer automatically.