End-to-End Invoice Automation
From customer request to PDF invoice in email — automated with Typebot, Stripe, uProc for tax validation, Holded for invoicing, and email delivery with attachment.
The challenge
Small businesses and agencies lose time manually creating invoices. Customer data arrives through forms, payments are processed separately, tax rates vary by location, and PDF invoices must be sent with the correct details — all manually.
The solution
We built an automated invoicing pipeline that runs end-to-end without human intervention:
- Typebot webhook captures customer request with name, address, email, and payment reference
- Stripe payment confirmation triggers the workflow
- uProc validates the customer address and determines the correct tax rate based on geographic coordinates
- Holded API creates the invoice with the validated tax rate, customer details, and product description
- Holded PDF is fetched automatically from the created invoice
- Email with PDF attachment is sent to the customer
- Telegram notification confirms to the team that the invoice was generated and sent
- Google Sheets logs the transaction with status tracking (sent/pending)
Results
- Invoice creation time reduced from ~15 minutes to ~2 seconds
- Zero manual data entry — all data flows from form to PDF automatically
- Tax rates validated automatically by geographic coordinates
- Audit trail maintained in Google Sheets with status updates
- Team notified via Telegram for immediate awareness
Business Problems
- Invoices created manually from form data, taking ~15 minutes each
- Tax rates applied incorrectly — no automated validation by location
- No audit trail or status tracking between form submission and invoice sent
- PDF attachments lost or never sent — no automatic tracking
Key Benefits
- Invoice creation in ~2 seconds, zero manual entry
- Tax rates validated automatically by customer geographic location
- Audit trail in Google Sheets with sent/pending status
- PDF attachments delivered automatically via email with Telegram confirmation
- 100% data consistency — form fields flow to invoice to PDF without manual re-entry
Application Details
- Typebot webhook as trigger (customer form data)
- Stripe payment webhook integration
- uProc geocoding API for tax validation (15 nodes)
- Holded invoicing API v1 (create invoice + fetch PDF)
- Email delivery with attachment (SMTP)
- Telegram notification for team awareness
- Google Sheets for audit trail and status tracking