Client Management Workflows
Client relationship tools
Create a FreshBooks client from a PandaDoc contact
A ready-to-use Make workflow that connects Pandadoc, Freshbooks. Create a FreshBooks client from a PandaDoc contact. Customize and deploy in minutes.
Make$3.99Send Slybroadcast campaigns with audio files for new Hubstaff clients
Make will watch your Hubstaff clients at regular intervals and send Slybroadcast campaigns with audio files to them.
MakeFreeCreate ServiceM8 clients from Airtable records
Every time a new Airtable record is added, Make will automatically create a new client in ServiceM8.
MakeFreeCreate an Asaas subaccount.
A ready-to-use Make workflow that connects Google-sheets, Builtin. Create an Asaas subaccount.. Customize and deploy in minutes.
MakeFreeCreate Zoho People clients for new Syncro customers
A ready-to-use Make workflow that connects Syncro, Zoho-people. Create Zoho People clients for new Syncro customers. Customize and deploy in minutes.
MakeFreeAdd new Shopify customers as a FreeAgent contracts
A ready-to-use Make workflow that connects Shopify, Freeagent. Add new Shopify customers as a FreeAgent contracts. Customize and deploy in minutes.
MakeFreeCreate a new client in Harvest with data of a new deal meeting specified criteria in Pipedrive
A ready-to-use Make workflow that connects Pipedrive, Harvest. Create a new client in Harvest with data of a new deal meeting specified criteria in Pipedrive. Customize and deploy in minutes.
Make$2.99Create a QuickFile client for new Mailchimp subscriber
Every time a new Mailchimp subscriber is received , Make will automatically create a client in QuickFile.
MakeFreeCreate ProjectWorks clients for new customers in WooCommerce
Every time a new customer appears in your WooCommerce, Make will automatically create an identical client in Projectworks.
MakeFreeAdd new Slack users to your Noloco app
Streamline team onboarding by automatically adding new Slack users to your Noloco app. This template watches your Slack workspace and creates a user profile for any new human (non-bot) user with a valid email. It’s perfect for teams that want to sync Slack members into their internal tools — whether for onboarding workflows, internal directories, or user tracking. Before using this template: Make sure your Noloco app has a table (e.g. Users or Team Members) with fields like Name, Email, and Slack ID. You can generate this table easily with Noloco AI. This template was created by Noloco. For help getting started, use the in-app support chat or visit guides.noloco.io.
Make$3.99Create or update customer in QuickBooks from Plumsail form submission
Create or update customer details based on Plumsail Forms submission data. You can extend this scenario by adding other steps, such as preparing and sending an estimate to a lead.
Make$3.99Create ServiceWorks customers from HubSpot CRM contacts
Every time a new contact is created in HubSpot CRM, Make will automatically create a new customer in ServiceWorks.
MakeFreeCreate Trello cards from new case in CommCare
Every time a new case is created in CommCare, Make will automatically add a new card to a Trello board of your choice.
MakeFreeAdd Zoho People clients for new Nusii clients
A ready-to-use Make workflow that connects Nusii, Zoho-people. Add Zoho People clients for new Nusii clients. Customize and deploy in minutes.
MakeFreeAdd a new WooCommerce customers to ServiceWorks
A ready-to-use Make workflow that connects Woocommerce, Serviceworks. Add a new WooCommerce customers to ServiceWorks. Customize and deploy in minutes.
Make$2.99Create ServiceM8 clients from Google Sheets rows
Every time a new Google Sheets row is added, Make will automatically create a new client in ServiceM8. This example uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1I_0ORbuaKUyehO5qj7l3iWRNYELfAuG5lQzLfyuSw9A/edit#gid=0).
Make$2.99Create Zoho People clients for new WooCommerce customers
A ready-to-use Make workflow that connects Woocommerce, Zoho-people. Create Zoho People clients for new WooCommerce customers. Customize and deploy in minutes.
Make$2.99Create or update FreshBooks contacts in Xero
Periodically extract new or updated clients from FreshBooks and transfer the changes to Xero. Schedule this scenario to run at least daily.
Make$3.99Send a Telegram message for new contracts in OfficeRnD
Every time new contracts from OfficeRnD is received, Make will automatically send a message to the specified Telegram channel/group.
MakeFreeCreate Bullet clients for new WooCommerce customers
Make will watch your WooCommerce customers at regular intervals and create identical Bullet clients.
MakeFreeCreate Petoffice pets from new Google Forms responses
Every time a new response is entered on your Google Form, Make will automatically create a new pet in Petoffice.
MakeFreeCreate Bullet clients for new Syncro customers
Every time a new customer is added to your Syncro, Make will create an identical client in your Bullet.
MakeFreeAdd new SalesForce accounts to QuickBooks as customers
Every time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.
MakeFreeCreate or update FreshBooks clients in QuickBooks
This Make workflow automates client syncing between FreshBooks and QuickBooks. When a client is created or updated in FreshBooks, it triggers an action to create or update that client record in QuickBooks. Built on Make, it keeps your accounting platforms aligned without manual data entry, saving time for bookkeepers and small business teams.
Make$3.99
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