Create a PDF Invoice with PDFGate and Email It via Gmail (Triggered by Stripe)

Generate a professional PDF invoice from invoice details and automatically email it to the customer using PDFGate and Gmail when a Stripe invoice is finalized.

trigger
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By Sujal Rai

Installed by 1 users

Trigger
Default app icon
Invoice Is Finalized
Action
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Create PDF from URL HTML
Workflow step icon
Send Email

Create a PDF Invoice with PDFGate and Email It via Gmail (Triggered by Stripe)

Create a PDF Invoice with PDFGate and Email It via Gmail (Triggered by Stripe)

Introduction

When a Stripe invoice is finalized, you often need to quickly generate a clean PDF and send it to the customer without manual formatting or back-and-forth. This automation uses Stripe to detect the finalized invoice, PDFGate to generate the invoice PDF from HTML, and Gmail to email it instantly to the customer.

Benefits

  • Eliminate manual invoice PDF creation and repetitive email sending
  • Ensure customers receive invoices immediately after finalization
  • Reduce errors by pulling invoice fields (customer, totals, taxes) directly from the trigger data
  • Deliver consistent, professional invoice formatting every time

Trigger Event

When an invoice is finalized in Stripe.

Actions

  1. Build the invoice PDF automatically (PDFGate): The workflow generates a branded invoice PDF from an HTML template, filling in key fields like customer name, email, shipping address, subtotal, tax, and total.
  2. Email the invoice to the customer (Gmail): Gmail sends an email to the customer’s email address with a clear subject line (including the receipt/invoice number) and attaches the generated PDF via the PDFGate file URL.

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.

Create a PDF Invoice with PDFGate and Email It via Gmail (Triggered by Stripe)