Client Management Workflows
Client relationship tools
Create ProjectWorks clients for new customers in Shopify
Every time a new customer appears in your Shopify, 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 ServiceM8 clients from Airtable records
Every time a new Airtable record is added, Make will automatically create a new client in ServiceM8.
MakeFreeCreate 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 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 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 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.
MakeFreeCreate 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$3.99Add items to a Yeeflow list for new Xero contacts
Every time there is a new contact added to Xero, Make will automatically add a new item to a specified Yeeflow list.
MakeFreeAdd new Pipedrive organizations to Invoiced as clients
Every time a new organization is created in Pipedrive, Make will automatically create a new client in Invoiced.
MakeFreeUpdate KashFlow client with new WooCommerce client
Every time a new WooCommerce client is created or updated, Make will automatically create or update the client in KashFlow.
MakeFreeCreate ServiceWorks customers from Mailchimp subscribers
Every time a new Mailchimp subscriber is created, Make will automatically create a new customer in ServiceWorks.
MakeFreeAdd Stripe customers to QuickBooks
A ready-to-use Make workflow that connects Stripe, Quickbooks. Add Stripe customers to QuickBooks. Customize and deploy in minutes.
Make$3.99Add a new customer in Shopify as a new customer in Tookan
A ready-to-use Make workflow that connects Shopify, Tookan. Add a new customer in Shopify as a new customer in Tookan. Customize and deploy in minutes.
Make$2.99Create a contractor in Finolog for every new WooCommerce customer
A ready-to-use Make workflow that connects Woocommerce, Finolog. Create a contractor in Finolog for every new WooCommerce customer. Customize and deploy in minutes.
Make$2.99Create or update a FreshBooks client from a new Xero contact
A ready-to-use Make workflow that connects Xero, Freshbooks, Builtin. Create or update a FreshBooks client from a new Xero contact. Customize and deploy in minutes.
Make$3.99Create Petoffice pets from new Google Sheets spreadsheet rows
Create Petoffice people from new Google Sheets spreadsheet rows Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new pet in Petoffice.
Make$2.99Create Zoho People clients for new Stripe customers
A ready-to-use Make workflow that connects Stripe, Zoho-people. Create Zoho People clients for new Stripe customers. Customize and deploy in minutes.
MakeFreeCreate a client in Everhour from a new client in Invoice Ninja
A ready-to-use Make workflow that connects Invoiceninja, Everhour. Create a client in Everhour from a new client in Invoice Ninja. Customize and deploy in minutes.
Make$3.99Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive
A ready-to-use Make workflow that connects Pipedrive, Harvest. Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive. Customize and deploy in minutes.
Make$4.99Add a new Shopify customers to lexoffice as a new contacts
A ready-to-use Make workflow that connects Shopify, Lexoffice. Add a new Shopify customers to lexoffice as a new contacts. Customize and deploy in minutes.
Make$3.99
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