Automated Smartbill Invoice Archiving to Google Drive
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Automate your invoice management by fetching PDF invoices from Smartbill and securely archiving them into organized folders within Google Drive. This workflow ensures all your financial documents are systematically stored, saving you valuable time and reducing manual effort.
About This Workflow
Effortlessly streamline your financial document management with this n8n workflow. Designed for businesses using Smartbill for invoicing, it automates the entire process of retrieving invoice PDFs and storing them in Google Drive. The workflow intelligently checks for existing folders or creates new ones based on your specified naming conventions, then iterates through your invoices, fetches each PDF via an HTTP request, and uploads it to the correct Google Drive location. A built-in delay ensures smooth operation and adherence to API limits, making your invoice archiving both efficient and reliable.
Key Features
- Automated Invoice Retrieval: Automatically fetches invoice PDFs from Smartbill (or any system via HTTP request) on a recurring basis.
- Dynamic Google Drive Folder Management: Intelligently searches for existing Google Drive folders or creates new ones based on configurable naming rules.
- Batch Processing: Efficiently processes multiple invoices in a single run, handling each document individually.
- Secure Document Archiving: Uploads PDF invoices to Google Drive, ensuring organized and accessible digital records.
- Rate Limit Friendly: Includes a
Waitnode to prevent API rate limit issues during bulk uploads.
How To Use
- Configure
SetData: Populate this node with any initial data or parameters required for your Smartbill API calls or Google Drive folder naming. - Customize
Set Default Folder Name: Modify the code node to define your desired Google Drive folder naming convention (e.g.,Invoices_2023,Smartbill_ClientName). - Set up Google Drive Credentials: Connect your Google Drive account to the
Search Drive Folder,Create Drive Folder, andUpload file to Google Drivenodes. - Configure
Set the loop: Adjust the code node to provide the list of items (e.g., invoice IDs or dates) you want to process. - Configure
Smartbill get invoice pdf: Update theHTTP Requestnode with your Smartbill API endpoint, authentication details, and any necessary parameters to fetch the invoice PDFs. - Adjust
Set mime: Ensure the code node correctly identifies and sets the MIME type for the files being uploaded, typicallyapplication/pdf. - Run the Workflow: Execute the workflow manually or set up a recurring trigger to automate your invoice archiving.
Apps Used
Workflow JSON
{
"id": "6163b1ce-7947-4c4d-a0b8-6393bdb36c31",
"name": "Automated Smartbill Invoice Archiving to Google Drive",
"nodes": 24,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 6163b1ce-7947...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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