Automatisation S3 avec n8n : gestion des factures mensuelles
Ce workflow n8n a pour objectif d'automatiser la gestion des factures en les téléchargeant et en les stockant dans un bucket S3 chaque premier jour du mois. Il est particulièrement utile pour les entreprises qui souhaitent simplifier leur processus de facturation et réduire les erreurs manuelles. En intégrant des services comme Stripe et AWS S3, ce workflow permet de récupérer toutes les factures, de les traiter et de les archiver automatiquement. Le processus débute avec un déclencheur planifié qui s'active chaque mois. Ensuite, le workflow utilise des nœuds pour lister les factures, vérifier qu'elles sont bien des objets de facturation, et télécharger les fichiers PDF correspondants depuis Stripe. Les données sont ensuite préparées pour être envoyées vers un bucket S3, où elles sont stockées de manière sécurisée. Des nœuds de type 'set' permettent de gérer les chemins d'accès et d'organiser les informations de manière optimale. Les bénéfices de cette automatisation n8n sont multiples : réduction des tâches manuelles, diminution des erreurs de traitement, et gain de temps considérable pour les équipes financières. En utilisant ce workflow, les entreprises peuvent se concentrer sur des tâches à plus forte valeur ajoutée tout en assurant une gestion efficace de leurs factures. Tags clés : automatisation, facturation, n8n.
Vue d'ensemble du workflow n8n
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Détail des nœuds du workflow n8n
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"meta": {
"instanceId": "9e331a89ae45a204c6dee51c77131d32a8c962ec20ccf002135ea60bd285dba9"
},
"nodes": [
{
"id": "d72750fc-6415-4da6-977a-46d025a91ef9",
"name": "When clicking ‘Test workflow’",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-900,
900
],
"parameters": {},
"typeVersion": 1
},
{
"id": "b00e7434-f83e-438e-a47b-12d4a2c4fe5b",
"name": "List Invoices",
"type": "n8n-nodes-base.splitOut",
"position": [
180,
900
],
"parameters": {
"options": {},
"fieldToSplitOut": "data"
},
"typeVersion": 1
},
{
"id": "c142f60b-dbbd-444a-b39b-365e9eb1ff58",
"name": "Inject s3 Subpath",
"type": "n8n-nodes-base.set",
"position": [
820,
640
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "dca623a6-834c-440f-990a-25bfd9afa2b3",
"name": "_s3_year",
"type": "string",
"value": "={{ DateTime.fromSeconds($json.created).format(\"yyyy\") }}"
},
{
"id": "55ab18e0-b2ef-486d-898d-97f671d5049b",
"name": "_s3_folder",
"type": "string",
"value": "={{ $(\"Clean and Escape ENV\").first().json.subFolder }}"
},
{
"id": "7f998728-a70e-4495-8d34-3ba72a71986b",
"name": "_s3_month",
"type": "string",
"value": "={{ DateTime.fromSeconds($json.created).format(\"MM\") }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "4cdd4338-7225-442b-8df6-44bebfe6d5e9",
"name": "Set-Subpath",
"type": "n8n-nodes-base.set",
"position": [
1000,
640
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "f2969361-8ed9-453b-8c71-e5b3c962af20",
"name": "_s3_path",
"type": "string",
"value": "={{ ($json._s3_folder ? $json._s3_folder+\"/\" : \"\")+$json._s3_year+\"/\"+$json._s3_month+\"/\"+$binary.data.fileName }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "4965110b-0516-4a5d-9b04-8ccbb337f9d5",
"name": "We do only Invoice Objects",
"type": "n8n-nodes-base.if",
"position": [
360,
900
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "2bdd8550-526c-4833-872e-b1028019a88a",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.object }}",
"rightValue": "invoice"
}
]
}
},
"typeVersion": 2
},
{
"id": "def30f79-593f-48b3-b46f-29c5329a59ae",
"name": "It shouldn't be something else",
"type": "n8n-nodes-base.stopAndError",
"position": [
580,
1042.3086136912689
],
"parameters": {
"errorMessage": "Unexpected or missing Invoice Obj"
},
"typeVersion": 1
},
{
"id": "927c4bbd-5a57-4929-aebb-b187690108ac",
"name": "ENV*",
"type": "n8n-nodes-base.set",
"position": [
-500,
900
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "b2927be9-2b00-4ab8-8938-56b1a0c2e134",
"name": "year",
"type": "number",
"value": "={{ $now.minus(1,\"month\").format(\"yyyy\") }}"
},
{
"id": "89e0c6ee-7b67-405a-b933-5a511cdea94b",
"name": "month",
"type": "number",
"value": "={{ $now.minus(1,\"month\").format(\"MM\") }}"
},
{
"id": "35a218d2-cd20-4388-8bc6-926752289df5",
"name": "subFolder",
"type": "string",
"value": "invoices"
},
{
"id": "7d18829a-018d-4814-987e-cdbee04896b3",
"name": "bucketName",
"type": "string",
"value": "myBucket"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "dd75af83-6e0a-4685-a3bd-1622e2c800de",
"name": "Download Invoice PDF from Stripe",
"type": "n8n-nodes-base.httpRequest",
"position": [
580,
640
],
"parameters": {
"url": "={{ $json.invoice_pdf }}",
"options": {}
},
"typeVersion": 4.2
},
{
"id": "30c4090d-043c-4b3b-b86c-df1e10544b2e",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-600,
802.3086136912689
],
"parameters": {
"color": 4,
"width": 305.7072653471566,
"height": 670.9306322684054,
"content": "## 👇 Configure here\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n`folderName` *(optional)* = Subfolder for your Invoices, otherwise it will create in root. e.g: \"invoices\"\n\n`bucketName` *(required)* = the S3 Bucket Name, where invoices will be synced in\n\n`year` (automatic or hardcore) = \nthe expression makes sure it will be exporting \"last month\". Or define a custom year for manual export.\n\n`month` (automatic or hardcore) = \nthe expression makes sure it will be exporting \"last month\". Or define a custom month for manual export.\n\n\n**EVERYTHING** greater then the **provided date** will be exported. The Day will be always the first of month."
},
"typeVersion": 1
},
{
"id": "4134f369-84de-4019-a014-1d823ec77668",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
780,
480
],
"parameters": {
"color": 5,
"width": 362.3514596119466,
"height": 336.03175807685056,
"content": "## Build Pathes\n\n*yourFolder/invoiceYear/invoiceMonth/fileName*\n\ne.g.: invoices/2024/12/invoice-number-123.pdf"
},
"typeVersion": 1
},
{
"id": "c8ecef82-ef73-4920-b9fa-16220009f7d9",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1203.398651655887,
482.2657677705912
],
"parameters": {
"width": 283.04958764124035,
"height": 329.9325827943702,
"content": "## Upload to Bucket\n\n**⚠️ You might want to check Storage Class, ACL, etc.**"
},
"typeVersion": 1
},
{
"id": "a0505cc0-8312-46f2-970d-bfabff881ced",
"name": "Every Month the First Day of the Month",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-900,
1102.3086136912689
],
"parameters": {
"rule": {
"interval": [
{
"field": "months"
}
]
}
},
"typeVersion": 1.2
},
{
"id": "53ee7468-f478-4c10-8767-1aa7967b3225",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-100,
820
],
"parameters": {
"width": 232,
"height": 256,
"content": "### Use Stripe Predefined Credential"
},
"typeVersion": 1
},
{
"id": "6055b93d-0462-4d1a-974a-7d31143e6b79",
"name": "Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1360,
780
],
"parameters": {
"width": 367.15098241985504,
"height": 485.66522445338995,
"content": "## Instructions\n\nThis automation syncs monthly your Invoice PDF from Stripe to a (AWS) S3 Bucket of your choice with the following subPaths (Key):\n\n*yourFolder/invoiceYear/invoiceMonth/fileName*\n\n\nFill in your **Credentials and Settings** in the Nodes marked with _\"*\"_.\n\nYou can adjust this Workflow to your needs. You can also override the `year`and `month` in the ENV* Node for manual syncs.\n\n\nEnjoy the Workflow! ❤️ \nhttps://let-the-work-flow.com\nWorkflow Automation & Development"
},
"typeVersion": 1
},
{
"id": "c5e5946c-c74f-435f-9664-491bbbca00f2",
"name": "Get all Invoices*",
"type": "n8n-nodes-base.httpRequest",
"position": [
-40,
900
],
"parameters": {
"url": "https://api.stripe.com/v1/invoices",
"options": {},
"sendQuery": true,
"authentication": "predefinedCredentialType",
"queryParameters": {
"parameters": [
{
"name": "limit",
"value": "100"
},
{
"name": "created[gte]",
"value": "={{ DateTime.fromISO($json.year+\"-\"+$json.month+\"-01T00:00:00\").toSeconds() }}"
}
]
},
"nodeCredentialType": "stripeApi"
},
"typeVersion": 4.2
},
{
"id": "5ed183d2-3001-40ef-9dc6-897c6789209a",
"name": "Upload to S3 Bucket*",
"type": "n8n-nodes-base.awsS3",
"position": [
1280,
640
],
"parameters": {
"fileName": "={{ $json._s3_path }}",
"operation": "upload",
"bucketName": "={{ $(\"Clean and Escape ENV\").first().json.bucketName }}",
"additionalFields": {
"storageClass": "intelligentTiering"
}
},
"typeVersion": 2
},
{
"id": "04b57622-64b2-4c62-b84b-61d49c3171fb",
"name": "Clean and Escape ENV",
"type": "n8n-nodes-base.set",
"position": [
-240,
900
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "2d053eee-92a2-44ee-ad34-b1ad87728285",
"name": "bucketName",
"type": "string",
"value": "={{ $json.bucketName.trim().replace(/\\\\/g, '') }}"
},
{
"id": "ccd36bf6-91f3-44af-8b57-3002041c9829",
"name": "subFolder",
"type": "string",
"value": "={{ $json.subFolder.trim().replace(/\\\\/g, '') }}"
},
{
"id": "0fb9451f-afc1-4b70-9ec3-f3ac7187c2db",
"name": "month",
"type": "string",
"value": "={{ $json.month.toString().padStart(2,\"0\") }}"
},
{
"id": "eda1110d-329b-4d12-a089-253ac189aea4",
"name": "year",
"type": "number",
"value": "={{ parseInt($json.year) }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
}
],
"pinData": {},
"connections": {
"ENV*": {
"main": [
[
{
"node": "Clean and Escape ENV",
"type": "main",
"index": 0
}
]
]
},
"Set-Subpath": {
"main": [
[
{
"node": "Upload to S3 Bucket*",
"type": "main",
"index": 0
}
]
]
},
"List Invoices": {
"main": [
[
{
"node": "We do only Invoice Objects",
"type": "main",
"index": 0
}
]
]
},
"Get all Invoices*": {
"main": [
[
{
"node": "List Invoices",
"type": "main",
"index": 0
}
]
]
},
"Inject s3 Subpath": {
"main": [
[
{
"node": "Set-Subpath",
"type": "main",
"index": 0
}
]
]
},
"Clean and Escape ENV": {
"main": [
[
{
"node": "Get all Invoices*",
"type": "main",
"index": 0
}
]
]
},
"We do only Invoice Objects": {
"main": [
[
{
"node": "Download Invoice PDF from Stripe",
"type": "main",
"index": 0
}
],
[
{
"node": "It shouldn't be something else",
"type": "main",
"index": 0
}
]
]
},
"Download Invoice PDF from Stripe": {
"main": [
[
{
"node": "Inject s3 Subpath",
"type": "main",
"index": 0
}
]
]
},
"When clicking ‘Test workflow’": {
"main": [
[
{
"node": "ENV*",
"type": "main",
"index": 0
}
]
]
},
"Every Month the First Day of the Month": {
"main": [
[
{
"node": "ENV*",
"type": "main",
"index": 0
}
]
]
}
}
}Pour qui est ce workflow ?
Ce workflow s'adresse aux PME et aux équipes financières qui cherchent à automatiser la gestion de leurs factures. Un niveau technique intermédiaire est recommandé pour la mise en place et la personnalisation du workflow.
Problème résolu
Ce workflow résout le problème de la gestion manuelle des factures, souvent source d'erreurs et de pertes de temps. En automatisant le téléchargement et le stockage des factures, les utilisateurs peuvent éviter les oublis et garantir que toutes les factures sont archivées correctement. Cela réduit également le risque de perte de documents importants et améliore l'efficacité des processus financiers.
Étapes du workflow
Étape 1 : Le workflow est déclenché automatiquement chaque premier jour du mois. Étape 2 : Il liste toutes les factures disponibles. Étape 3 : Un contrôle est effectué pour s'assurer que seuls les objets de facturation sont traités. Étape 4 : Les factures sont téléchargées depuis Stripe. Étape 5 : Les données sont préparées pour l'upload vers un bucket S3. Étape 6 : Les fichiers sont ensuite stockés dans le bucket S3, assurant leur sécurité et leur accessibilité.
Guide de personnalisation du workflow n8n
Pour personnaliser ce workflow, vous pouvez modifier l'URL d'authentification de Stripe pour accéder à vos factures. Assurez-vous également de configurer correctement le nom du bucket S3 et le chemin d'accès pour l'upload des fichiers. Il est possible d'ajouter des filtres supplémentaires pour sélectionner des factures spécifiques ou d'intégrer d'autres services selon vos besoins. Pensez à sécuriser vos clés d'accès AWS et à surveiller régulièrement le flux pour garantir son bon fonctionnement.