Client Management Workflows
Client relationship tools
Create ServiceM8 clients from Pipedrive CRM persons
Every time a new Pipedrive CRM person is added, Make will automatically create a new ServiceM8 client.
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 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.
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$2.99Send 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 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$3.99Create 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$3.99Create ServiceWorks customers from Mailchimp subscribers
Every time a new Mailchimp subscriber is created, Make will automatically create a new customer in ServiceWorks.
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.
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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