客户账单详情收集与发票生成（Gmail 和 QuickBooks）

• •Google 账号和 Gmail API 凭证

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  "meta": {
    "instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "2133d58e-bd7c-4c7a-806a-71f2f10bd400",
      "name": "添加客户到 QBO",
      "type": "n8n-nodes-base.quickbooks",
      "onError": "continueRegularOutput",
      "position": [
        1280,
        300
      ],
      "parameters": {
        "operation": "create",
        "displayName": "={{ $json.data['Company Name'] ? $json.data['Company Name'] : $json.data['First Name'] + \" \" + $json.data['Last Name'] }}",
        "additionalFields": {
          "BillAddr": {
            "details": {
              "City": "={{ $json.data.City }}",
              "Line1": "={{ $json.data['Street Address'] }}",
              "PostalCode": "={{ $json.data['Zip / Postal Code'] }}",
              "CountrySubDivisionCode": "={{ $json.data['State / Province'] }}"
            }
          },
          "GivenName": "={{ $json.data['First Name'] }}",
          "FamilyName": "={{ $json.data['Last Name'] }}",
          "CompanyName": "={{ $json.data['Company Name'] }}",
          "PrimaryPhone": "={{ $json.data['Phone Number'] }}",
          "PrimaryEmailAddr": "={{ $('Enter Client Details').item.json['What is the client\\'s email?'] }}"
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "20b9b6cd-1edf-47ac-89e5-bc9234f81863",
      "name": "查找现有客户",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
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      ],
      "parameters": {
        "limit": 1,
        "filters": {
          "query": "=WHERE DisplayName = '{{ $('Ask Client for Billing Info').item.json.data['Company Name'] ? $('Ask Client for Billing Info').item.json.data['Company Name'] : $('Ask Client for Billing Info').item.json.data['First Name'] + \" \" + $('Ask Client for Billing Info').item.json.data['Last Name'] }}'"
        },
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "59da9e15-0c9f-4515-8913-75a6a227ee19",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        0
      ],
      "parameters": {
        "width": 660,
        "height": 1520,
        "content": "## 向客户索取账单详情并在 QuickBooks 中自动生成发票"
      },
      "typeVersion": 1
    },
    {
      "id": "5100a4f0-9357-46ce-925c-e778537d8596",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        700,
        120
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 输入客户信息"
      },
      "typeVersion": 1
    },
    {
      "id": "d1781318-a495-4002-9a01-635826825d22",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        120
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 向客户索取信息"
      },
      "typeVersion": 1
    },
    {
      "id": "50502c72-0921-468c-a483-e861d6f40b64",
      "name": "便签5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1220,
        120
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 添加客户到 QBO"
      },
      "typeVersion": 1
    },
    {
      "id": "d45d96d0-848f-4d9a-8c53-ce7ba5256eee",
      "name": "便签6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1480,
        120
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 查找现有客户"
      },
      "typeVersion": 1
    },
    {
      "id": "6e5fba54-007f-4010-bda6-77db06f243db",
      "name": "便签7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        500
      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## 创建新发票"
      },
      "typeVersion": 1
    },
    {
      "id": "771d0b92-7ddd-42de-88e5-7d55518126e4",
      "name": "输入客户详情",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        760,
        300
      ],
      "webhookId": "a1afa6c2-4cb4-479b-ae20-7c1039d108a9",
      "parameters": {
        "options": {
          "appendAttribution": true
        },
        "formTitle": "Enter Client Details",
        "formFields": {
          "values": [
            {
              "fieldLabel": "What is the client's first name?",
              "requiredField": true
            },
            {
              "fieldLabel": "What is the client's email?",
              "requiredField": true
            },
            {
              "fieldType": "dropdown",
              "fieldLabel": "Product",
              "fieldOptions": {
                "values": [
                  {
                    "option": "Item A"
                  },
                  {
                    "option": "Misc"
                  }
                ]
              },
              "requiredField": true
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "Description of what is being sold",
              "requiredField": true
            },
            {
              "fieldType": "number",
              "fieldLabel": "Amount (before taxes)",
              "requiredField": true
            },
            {
              "fieldType": "date",
              "fieldLabel": "Invoice Due Date",
              "requiredField": true
            }
          ]
        },
        "formDescription": "Please enter the client's details so we can contact them for their billing info."
      },
      "typeVersion": 2.2
    },
    {
      "id": "059a40f3-d1e7-49dc-bdc5-7ca694abfda9",
      "name": "向客户索取账单信息",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1020,
        300
      ],
      "webhookId": "1cb550a2-0c63-45a3-baa5-c04cd8d03f68",
      "parameters": {
        "sendTo": "={{ $json['What is the client\\'s email?'] }}",
        "message": "=Hello {{ $json['First Name'] || 'Customer' }},\n\nCompany A is requesting your billing information in order to create an invoice and finalize your order.\n\n**Description:** {{ $json['Description of what is being sold'] }}  \n**Amount (before tax):** ${{ $json['Amount (before taxes)'] }}\n\nPlease fill in the form below so we can complete your invoice.\n\nThanks,  \nCompany A",
        "options": {},
        "subject": "Billing Details Required",
        "operation": "sendAndWait",
        "formFields": {
          "values": [
            {
              "fieldLabel": "First Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Last Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Company Name"
            },
            {
              "fieldLabel": "Street Address",
              "requiredField": true
            },
            {
              "fieldLabel": "City",
              "requiredField": true
            },
            {
              "fieldLabel": "State / Province",
              "requiredField": true
            },
            {
              "fieldLabel": "Zip / Postal Code",
              "requiredField": true
            },
            {
              "fieldLabel": "Phone Number"
            }
          ]
        },
        "responseType": "customForm"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "x5LsvRUYpInxYmcG",
          "name": "Rosh's Personal Email"
        }
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      "typeVersion": 2.1
    },
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      "name": "便签8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## 向客户发送发票"
      },
      "typeVersion": 1
    },
    {
      "id": "f3bdf106-ca87-45ce-8b39-5ba6fbd7e5e1",
      "name": "获取所选产品",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        740,
        700
      ],
      "parameters": {
        "limit": 1,
        "filters": {
          "query": "=WHERE name = '{{ $('Enter Client Details').item.json.Product }}'"
        },
        "resource": "item",
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
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      "name": "便签9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## 获取所选产品"
      },
      "typeVersion": 1
    },
    {
      "id": "1e9df5ae-6742-41ea-adad-6484d35e6186",
      "name": "创建新发票",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1020,
        700
      ],
      "parameters": {
        "Line": [
          {
            "Amount": "={{ $('Enter Client Details').item.json['Amount (before taxes)'] }}",
            "itemId": "={{ $json.Id }}",
            "DetailType": "SalesItemLineDetail",
            "TaxCodeRef": "5",
            "Description": "={{ $('Enter Client Details').item.json['Description of what is being sold'] }}"
          }
        ],
        "resource": "invoice",
        "operation": "create",
        "CustomerRef": "={{ $('Find Existing Customer').item.json.Id ? $('Find Existing Customer').item.json.Id : $('Add Client to QBO').item.json.Id }}",
        "additionalFields": {
          "DueDate": "={{ $('Enter Client Details').item.json['Invoice Due Date'] }}",
          "BillEmail": "={{ $('Enter Client Details').item.json['What is the client\\'s email?'] }}"
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "168a75d0-9fd3-486d-9676-a8a64cce394c",
      "name": "发送发票",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1280,
        700
      ],
      "parameters": {
        "email": "={{ $('Enter Client Details').item.json['What is the client\\'s email?'] }}",
        "resource": "invoice",
        "invoiceId": "={{ $json.Id }}",
        "operation": "send"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "Add Client to QBO": {
      "main": [
        [
          {
            "node": "Find Existing Customer",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create A New Invoice": {
      "main": [
        [
          {
            "node": "Send the Invoice",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Enter Client Details": {
      "main": [
        [
          {
            "node": "Ask Client for Billing Info",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Find Existing Customer": {
      "main": [
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            "node": "Get The Selected Product",
            "type": "main",
            "index": 0
          }
        ]
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    },
    "Get The Selected Product": {
      "main": [
        [
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            "node": "Create A New Invoice",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Ask Client for Billing Info": {
      "main": [
        [
          {
            "node": "Add Client to QBO",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}