ERP Workflows
Enterprise resource planning
Create customer and estimate in QuickBooks from Plumsail form submission
Create a customer and an estimate automatically from Plumsail Forms submission data. You can extend this scenario by adding other steps, such as sending the estimate to a lead or creating an invoice.
Make$4.99Create Sage invoices from Google Sheets data and send Slack notifications
Are you still manually creating invoices from data stored on a Google Sheet? This template handles that tedious task for you and also notifies the relevant people when its done.
Make$3.99Mahnwesen / Dunning process
This Make template automates the dunning process for open accounts receivable invoices. It monitors overdue invoices in apaleo and sends reminder emails via Microsoft Email. Designed for hotel accounting teams, it reduces manual follow-up by triggering automated notifications based on payment status.
Make$4.99Create or update FreshBooks items and services in QuickBooks
Periodically create or update FreshBooks items and services in QuickBooks. This scenario is scheduled to run daily shortly after midnight. You can change it by clicking on the clock icon next to the first module.
Make$2.99Create FreshBooks invoice from Zoho Invoices
A ready-to-use Make workflow that connects Zoho-invoice, Freshbooks. Create FreshBooks invoice from Zoho Invoices. Customize and deploy in minutes.
MakeFreeCreate new Zoho Invoices from custom Webhooks
Every time a custom webhook is triggered, Make will automatically create a new invoice on Zoho Invoice.
MakeFreeCreate FreshBooks clients from new rows in Google Sheets
A ready-to-use Make workflow that connects Google-sheets, Freshbooks. Create FreshBooks clients from new rows in Google Sheets. Customize and deploy in minutes.
Make$2.99Create FreshBooks services from new rows in Google Sheets
A ready-to-use Make workflow that connects Google-sheets, Freshbooks. Create FreshBooks services from new rows in Google Sheets. Customize and deploy in minutes.
Make$2.99Create QuickBooks estimates in FreshBooks
Periodically retrieve new estimates from QuickBooks and replicate them in FreshBooks. Schedule this scenario to run daily shortly after midnight. Alternatively, you can change the frequency but you also need to change the time filters in the first QuickBooks module. The scenario assumes the customer from the QuickBooks estimate exists in the Customer list in QuickBooks.
Make$4.99Create QuickBooks invoices from new TSheets timesheets
Every time a new timesheet is posted to a specified TSheets organization, Make will automatically create an Invoice in QuickBooks for the corresponding user.
Make$4.99Export Invoice Ninja invoices to Microsoft Excel 365 as new rows
Every time a new invoice is created on Invoice Ninja, Make will add it to your Excel 365 spreadsheet as a new row. The template uses a table created according to [this example](https://1drv.ms/x/s!AikeC5lv6MsOnPAST82n3_3g30RBeg?e=frviVh).
Make$2.99Import Google Sheets data into Invoice Ninja
A ready-to-use Make workflow that connects Google-sheets, Invoiceninja. Import Google Sheets data into Invoice Ninja. Customize and deploy in minutes.
Make$2.99Edit a specified line item in a new invoice in Harvest
When a new invoice is created in Harvest, this Make automation triggers and updates specified line items within it. You define which items to edit based on your criteria, eliminating manual adjustments. The workflow directly connects your Harvest account to Make's built-in actions, saving time on invoice maintenance for freelancers or teams using Harvest for billing.
Make$3.99Export Invoice Ninja invoices to Google Sheets as new rows
Every time a new invoice is created on Invoice Ninja, Make will add it to your Google Sheets spreadsheet as a new row. The template uses a table created according to [this example](https://docs.google.com/spreadsheets/d/1OBOm6KFOumLEtaw8OdYFHGKinZqB1obF9dn0MedSeTQ/edit?usp=sharing).
Make$2.99Create new quotes in Xero from new FreshBooks estimates
Periodically check for new estimates in FreshBooks and replicate them as quotes in Xero. Schedule this template to run daily shortly after midnight.
Make$4.99Save Shopify orders in Airtable
A ready-to-use Make workflow that connects Shopify, Builtin, Airtable. Save Shopify orders in Airtable. Customize and deploy in minutes.
Make$4.99Create Zoho invoices from WooCommerce orders
A ready-to-use Make workflow that connects Woocommerce, Zoho-invoice. Create Zoho invoices from WooCommerce orders. Customize and deploy in minutes.
MakeFreeCreate Zoho Invoices from Shopify orders and uploading them to Egnyte
A ready-to-use Make workflow that connects Shopify, Zoho-invoice, Egnyte. Create Zoho Invoices from Shopify orders and uploading them to Egnyte. Customize and deploy in minutes.
Make$4.99Create QuickBooks invoices from Clockify time entries
This template helps you bill invoices from Clockify time sheets. Make will automatically create an invoice for each time entry.
MakeFreeSave new Zoho Books invoices to a Google Sheets spreadsheet
A ready-to-use Make workflow that connects Zoho-books, Google-sheets. Save new Zoho Books invoices to a Google Sheets spreadsheet. Customize and deploy in minutes.
Make$2.99Send a message about a new event in QuickBooks to Microsoft Teams
Easily communicate new QuickBooks events to your team with Microsoft Teams integration, enhancing collaboration, productivity, and streamlined financial project management.
Make$2.99Create QuickBooks invoice from new Shopify orders
This Make automation monitors your Shopify store for new orders and automatically creates a matching invoice in QuickBooks. It eliminates manual data entry between sales and accounting, reducing errors and saving time for ecommerce businesses that need up-to-date financial records.
Make$4.99Create customer in QuickBooks from Plumsail form submission
Create a 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$2.99Create QuickBooks sales receipts for completed WooCommerce orders
Every time a new order is completed in WooCommerce, Make will automatically create a new sales receipt in QuickBooks.
Make$4.99
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