Zum Inhalt springen
NEUMarktplatz und trig8n Agent: Verkaufen Sie, was Sie bauen, und erhalten Sie Pläne und Änderungen, die getestet sind, bevor Sie sie sehen. Neuigkeiten ansehen

Bibliothek / E-Mail-Automatisierung

E-Mail-Automatisierung

Generate and email PDF invoices from Google Sheets with Orshot and Gmail

On a schedule, it handles email using Orshot, Gmail, Google Drive, Google Sheets.

Was sie bewirkt

## Generate and email PDF invoices from Google Sheets For freelancers, agencies and small businesses who track invoices in a spreadsheet and want each one turned into a designed PDF and sent without copy and paste. ### How it works 1. Every 15 minutes the sheet is checked for invoices with Status set to Ready. 2. Line items are matched to each invoice by invoice number, then subtotal, tax and total are worked out. 3. Invoices with missing data are marked Error with the reason, so nothing half-filled goes out. 4. Orshot renders the invoice PDF from a template. 5. Gmail emails the PDF to the client and Google Drive keeps a copy. 6. The row is updated to Sent with the PDF and Drive links. ### Setup 1. Get an Orshot API key at https://orshot.com (the free plan includes 100 credits a month). 2. Add the invoice template (https://orshot.com/templates/2470) to your workspace and pick it in Render invoice PDF. 3. Make a sheet with an Invoices tab and a Line items tab (columns in the description) and pick them in the three Sheets steps. 4. Put your company name, address and payment details in Build invoice data. 5. Add Google Sheets, Gmail and Google Drive credentials, then set a row to Ready.

Die Schritte

  1. Every 15 minutes
  2. Get invoices marked Ready
  3. Get line items
  4. Build invoice data
  5. Invoice data valid?
  6. Not valid
  7. Render invoice PDF
  8. Get PDF link
  9. PDF rendered?
  10. Render failed
  11. Download PDF
  12. Email invoice
  13. Save PDF to Google Drive
  14. Wait for both

Insgesamt 16 Schritte.

Ähnliche Automatisierungen