Client Management Workflows
Client relationship tools
Create 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.
MakeFreeCreate Bullet clients for new Stripe customers
Every time a new customer is added to your Stripe, Make will create an identical Bullet client. You should trigger the webhook once before running the scenario for the mappable parameters to load.
Make$2.99Create a client in Harvest from a new client in Invoice Ninja
A ready-to-use Make workflow that connects Invoiceninja, Harvest. Create a client in Harvest from a new client in Invoice Ninja. Customize and deploy in minutes.
Make$3.99Add 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 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 a QuickFile client for new Mailchimp subscriber
Every time a new Mailchimp subscriber is received , Make will automatically create a client in QuickFile.
MakeFreeCreate ServiceM8 clients from Google Contacts
Every time a new Google Contact is created, Make will automatically create a new client in ServiceM8.
MakeFreeSend 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 ServiceWorks customers from new Google Sheets spreadsheet rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new customer in ServiceWorks.
MakeFreeCreate 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 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 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$3.99Export Dext clients to Airtable
Use this template to automatically export your Dext clients to Airtable. The template expects your Airtable table to have the following columns: 1) Client ID 2) Name 3) Practice code 4) Provider ID 5) Health score 6) Alert level The template is scheduled to run every day at 10:00 AM. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Make$2.99Create 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 ServiceM8 clients from Pipedrive CRM persons
Every time a new Pipedrive CRM person is added, Make will automatically create a new ServiceM8 client.
MakeFreeCreate an Asaas subaccount.
A ready-to-use Make workflow that connects Google-sheets, Builtin. Create an Asaas subaccount.. 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 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.
MakeFreeCreate Bullet clients for new WooCommerce customers
Make will watch your WooCommerce customers at regular intervals and create identical Bullet clients.
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.
MakeFreeCreate or update QuickBooks clients in FreshBooks
Every time a client is created or updated in QuickBooks, the clients is created or gets updated in FreshBooks.
Make$4.99Add 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.
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