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$4.99Mahnwesen / 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 Zoho Books vendors from a Google Sheets spreadsheet
A ready-to-use Make workflow that connects Google-sheets, Zoho-books. Create Zoho Books vendors from a Google Sheets spreadsheet. Customize and deploy in minutes.
Make$2.99Create QuickBooks sales receipts for new ShipStation orders
Every time a new order is created in ShipStation, Make will automatically create a new sales receipt in QuickBooks.
Make$4.99Create 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 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 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$3.99Create 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$2.99Vytvoření nové faktury ve Fakturoidu s daty z Raynet CRM
Ihned po nově přijatém záznamu prostřednictvím webhooku je načten záznam v Raynet CRM a na základě těchto záznamů vytvořena nová faktura u příslušného klienta ve Fakturoidu. Pokud klient ve Fakturoidu ještě neexistuje, je tento klient nejdříve vytvořen a poté je na něj napojena faktura.
Make$4.99Create a sales receipt in QuickBooks from customer details in a Google Sheets spreadsheet.
Every time a customer's details are added to a Google Sheet, Make retrieves the info and creates a sales receipt in QuickBooks. If its a new customer, the customer is first added to QuickBooks and then a receipt is created. The template uses this [example spreadsheet.](https://docs.google.com/spreadsheets/d/1Ie8njl21Ob0cyugwb4qg_HIX53qsJAeph2vrLxvq9ww/edit#gid=0/xxx)
Make$3.99Create 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 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 and update Ronin invoices for new Xero invoices
A ready-to-use Make workflow that connects Xero, Ronin, Builtin. Create and update Ronin invoices for new Xero invoices. Customize and deploy in minutes.
Make$3.99Create Zoho Invoices from Shopify orders and uploading them to Dropbox
A ready-to-use Make workflow that connects Shopify, Zoho-invoice, Dropbox. Create Zoho Invoices from Shopify orders and uploading them to Dropbox. Customize and deploy in minutes.
Make$4.99Import a new invoice from Harvest to Fakturoid and update invoice number in Harvest
When a new invoice in Harvest is created, a new invoice with items from Harvest is created in Fakturoid. In the same time the number of the Harvest invoice is updated to the number of invoice from Fakturoid. Available only for type of Harvest account "administrator" and "project manager".
Make$4.99Create 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$4.99Save new Instagram photos to lexoffice
A ready-to-use Make workflow that connects Instagram, Builtin. Save new Instagram photos to lexoffice. Customize and deploy in minutes.
MakeFreeCreate 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 a QuickFile invoice for new Google Calendar event
Every time a new Google Calendar event is created, Make will automatically create an invoice in QuickFile.
MakeFreeAdd new ClickFunnels contacts to Xero
A ready-to-use Make workflow that connects Click-funnels, Xero. Add new ClickFunnels contacts to Xero. Customize and deploy in minutes.
MakeFreeCreate QuickBooks invoice from Plumsail Forms submission
Create a customer and an invoice automatically from Plumsail Forms submission data. You can extend this scenario by adding other steps, such as sending the invoice
Make$4.99Save 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$2.99Save 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$4.99
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