Send Invoice
Deliver the generated PDF to the intended customer
Setup walkthroughBefore you run it
This action queues a real email with a private invoice attachment.
Read the related guide Open your canvasActual configuration screens. This lesson does not claim an external service was run.English narration generated with Kokoro Heart.
Try it step by step
1. Send Invoice
Queue the generated invoice PDF for its intended customer.
THE USE CASESend Invoice2. Select the generated invoice
Connect Send Invoice after Invoice Generator and map the generated invoice ID.
01 / GENERATED INVOICE ID{{input.invoice_id}}3. Review the email
Choose Gmail and review the intended customer, subject, and personalized message.
02 / TO · SUBJECT · MESSAGE{{input.recipient.email}}4. Check the attachment
Preview the email and PDF attachment before queuing delivery. Inspect its delivery status afterwards.
03 / PDF ATTACHMENTPreview → Delivery status
Read the English transcript
Queue the generated invoice PDF for its intended customer.
Connect Send Invoice after Invoice Generator and map the generated invoice ID.
Choose Gmail and review the intended customer, subject, and personalized message.
Preview the email and PDF attachment before queuing delivery. Inspect its delivery status afterwards.