Consolidated Invoice Distribution Workflow

Step 1: Monitor for New Consolidated Invoices

Node: Google Drive Trigger

Settings:

• Trigger On: Changes Involving a Specific Folder
• Folder to Watch: Select your designated barcode upload folder
• Watch For: File Created

What This Does: Automatically detects when you upload a new consolidated invoice to your designated Google Drive folder and starts the distribution process.

Success Looks Like: The trigger activates immediately when a consolidated invoice is uploaded, capturing the file information and download link.

Step 2: Extract Customer Data from Invoice

Node: HTTP Request → PDF.co Document Parser

Settings:

• Method: POST
• URL: https://api.pdf.co/v1/pdf/documentparser
• Headers:
  • Content-Type: application/json
  • x-api-key: YOUR_PDF_CO_API_KEY
• Body Parameters:
  • url: {{ $json.webContentLink }}
  • templateId: 1 (Your custom template ID)
  • inline: true

What This Does: Sends your consolidated invoice to PDF.co's document parser, which extracts structured data from the invoice table and identifies all customer/item entries.

Success Looks Like: PDF.co returns parsed table data containing all individual line items with customer information clearly identified.

Step 3: Generate Redaction Configurations

Node: Code (JavaScript)

JavaScript Code: Get The Code Here

What This Does: Processes the parsed invoice data to:

• Identify all unique customers/items from the invoice
• Create redaction instructions for each customer (specifying which OTHER customers' data should be hidden)
• Generate regex patterns to find and blackout specific data rows

Key Logic Example: If invoice contains Item 1, Item 2, Item 3:

• Item 1's copy: Hide Item 2 and Item 3 data
• Item 2's copy: Hide Item 1 and Item 3 data
• Item 3's copy: Hide Item 1 and Item 2 data

Success Looks Like: Each unique customer gets their own redaction configuration specifying exactly which data to hide from their personalized invoice.

Step 4: Create Redacted Customer Invoices

Node: HTTP Request → PDF.co Search and Delete Text

Settings:

• Method: POST
• URL: https://api.pdf.co/v1/pdf/edit/delete-text
• Headers:
  • Content-Type: application/json
  • x-api-key: YOUR_PDF_CO_API_KEY
• Body:
  • url: {{ $('Google Drive Trigger').item.json.webContentLink }}
  • searchstrings: {{ JSON.stringify($json.searchStrings) }}
  • regex: true
  • profiles: {'UsePatch': true, 'PatchColor': '#000000'}

What This Does: Takes the original consolidated invoice and applies black patches to hide other customers' data, creating a clean, professional invoice showing only the specific customer's information.

Success Looks Like: PDF.co generates a redacted PDF with selected customer data visible and all other customer information professionally blacked out.

Step 5: Download the Processed Invoice

Node: HTTP Request

Settings:

• Method: GET
• URL: {{ $json.url }} (from the redaction step)

What This Does: Downloads the newly created customer-specific invoice from PDF.co's servers so it can be saved to your Google Drive.

Success Looks Like: The redacted customer invoice is downloaded and ready for storage.

Step 6: Store Customer Invoice in Google Drive

Node: Google Drive → Upload File

Settings:

• Input Data Field Name: data
• Parent Drive From List: My Drive
• Parent Folder From List: Select your "Redacted Files" or customer invoice output folder

What This Does: Saves each customer-specific invoice to your designated Google Drive folder with clear naming for easy distribution.

Success Looks Like: Individual customer invoices appear in your output folder, each showing the complete invoice format with only relevant customer data visible.