Generate PDF invoices with line item support from Airtable using Google Sheets

Stop manually copy-pasting client data into Word templates. This workflow automates the entire invoicing process, handling complex line items, VAT calculations, PDF generation, and CRM syncing in under 20 seconds.

It is designed to solve the "Admin Trap" by connecting your database (Airtable) to your document generator (Google Drive/Docs) via a Webhook trigger.

⚡ What this workflow does Receives Data: Listens for a Webhook (compatible with frontends like Lovable, Softr, or standard forms) containing the Client ID and a list of Services.

Splits Line Items: Uses a "Split In Batches" logic to iterate through multiple services/products, ensuring every line item is recorded individually.

Database Sync: Creates a parent "Invoice" record and links child "Service" records in Airtable.

Generates PDF: Populates a Google Doc/Sheet template with dynamic client data and service rows, then exports it as a PDF.

Files & Links: Uploads the PDF to a designated Google Drive folder and attaches the file URL back to the specific Invoice record in Airtable.

🛠 Setup Requirements 1. Airtable Base Structure