Generate customer statements with credit risk analysis, PDF export & Gmail delivery
UnknownWhat this workflow does
This workflow has 12 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Google Drive, Gmail and Htmlcsstopdf (community). It also calls hooks.slack.com over HTTP.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Validate Statement Data (Code): runs custom JavaScript code
- Enrich with Company Data (Code): runs custom JavaScript code
- Generate Statement HTML (Code): runs custom JavaScript code
- HTML to PDF (Htmlcsstopdf): uses Htmlcsstopdf
- Save to Google Drive (Google Drive): uses Google Drive
- Send Email to Customer (Gmail): uses Gmail
- Credit Limit & Risk Analysis (Code): runs custom JavaScript code
- Update Accounting System (Code): runs custom JavaScript code
- Has Overdue Balance? (If): checks a condition and branches into true / false
- Notify Team - Overdue (HTTP Request): calls hooks.slack.com
…plus 1 more step. See the full node list below.
Services it uses
HTTP calls to: hooks.slack.com
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-htmlcsstopdf is verified or supports 3.0 (used in HTML to PDF).
Nodes used (7)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - Htmlcsstopdf
n8n-nodes-htmlcsstopdf.htmlcsstopdf - Google Drive
n8n-nodes-base.googleDrive - Gmail
n8n-nodes-base.gmail - If
n8n-nodes-base.if - HTTP Request
n8n-nodes-base.httpRequest
From the author
Automated Customer Statement Generator with Risk Analysis & Credit Monitoring Transform account statement management from hours to minutes - automatically compile transaction histories, calculate aging analysis, monitor credit limits, assess payment risk, and…