API ability to send PFD Invoices via email

[Terry.u]

Hi everyone,

First of all, I want to say how impressed I am with EspoCRM — it’s an outstanding product and has been a pleasure to work with.

I’m currently using n8n to automate a range of system integrations between Espo and other parts of my business. So far, I haven’t encountered any major limitations. However, I’m struggling with one remaining piece of the workflow: automatically sending invoices and receipts via email, including the generated PDF attachments.

The process begins with a webhook that triggers n8n to create an Invoice record in EspoCRM. This part works perfectly. The challenge is the next step — sending the email with the invoice or receipt PDF attached. After several weeks of testing and research, I still haven’t found a reliable way to achieve this through the API.

From what I’ve been able to gather, it appears that the required API endpoints may not exist, or that this functionality might only be available through the Advanced Pack. Some discussions suggest that a custom solution may be necessary.

Could anyone confirm whether sending emails with PDF templates via the API is supported natively, or whether the Advanced Pack or custom development is required?

Any guidance or clarification would be greatly appreciated.

Thanks, Terry

[yuri]

Hi Terry,

Technically, everything a user can do via the UI can be done via the API. While there might be no single endpoint for a particular task, one can combine a few requests to achieve what is needed.

For invoice email sending, it's two requests:

- Prepare attributes for an email, with a POST request `Invoice/action/getAttributesForEmail`. Use the fetched attributes as a payload in the next request.
- Send email `POST Email` request.


You can check what API requests your browser sends when you perform the actions via the UI. Then, replicate them in your automation tool or code.

[Terry.u]

Thanks Yuri — that’s exactly what I suspected, so it’s great to have a clear confirmation. I really appreciate you taking the time to explain it.

Espo continues to impress me. It’s a fantastic product and a pleasure to work with.

Thanks again for the guidance.

[yuri]

Thank you.