Expense Management Workflows
Business expense tracking
Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets
A ready-to-use Make workflow that connects Harvest, Payment-rails, Google-sheets. Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets. Customize and deploy in minutes.
Make$3.99Create Harvest accounts for new G Suite users
Every time a new user is added to your G Suite organization, Make will automatically create a new user in Harvest.
MakeFreeSave your daily Stripe balances to a database
Get your Stripe daily balances stored conveniently on a Google Spreadsheet and also sent as a notification to the relevant person/team on Slack.
Make$3.99Save new Splitwise expenses to Google Sheets
A ready-to-use Make workflow that connects Splitwise, Google-sheets. Save new Splitwise expenses to Google Sheets. Customize and deploy in minutes.
MakeFreeCreate Wave Income/Expense from Loyverse receipts
This template periodically checks for new receipts in Loyverse and uses the retrieved information to check the receipt type. If the type is "Sales" it will create an income in Wave. If the type is "Refund" it will create an expense in Wave. It will also add a new row to a Google Sheet. This example uses [this sheet](https://docs.google.com/spreadsheets/d/1HKxZNi0mUpEF3tR9_dUXMNKQRlnrN6PVl-ldmg0MvLo/edit#gid=0). The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Make$2.99Add new QuickBooks customers to ActiveTrail as contacts
Every time a new customer is created in QuickBooks, Make will automatically add that customer to ActiveTrail as a new contact.
Make$3.99Watch Revolut Business draft payments and add them to Google Sheets
This Make workflow monitors your Revolut Business account for new draft payments. When a draft is detected, it automatically adds the payment details as a new row in a Google Sheets spreadsheet. This eliminates manual data entry and keeps your financial records updated in real time. Ideal for businesses managing multiple pending payments.
Make$3.99Create Revolut Business draft payments for Typeform refund requests received by customers
Retrieve Typeform responses with refund requests for orders (with bank transfer payments) and create a Revolut Business draft payment to initiate the refund back to the customer's bank account. The setup of the template assumes you have your customer's order data stored in an Airtable table. Your table has to include these fields: First name and Last name of the customer, Order ID, Amount and payment details. The Typeform form has to include the Order ID question. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
Make$3.99Katana Customer Ref # sync to QBO Invoice
Use this template to watch for Invoice creation in QBO then check Katana to see if there is information like Customer Reference Number to send to the Invoice.
Make$4.99Add new Invoice Ninja clients to ActiveTrail
Every time a new client is created in Invoice Ninja, Make will automatically create a new contact in ActiveTrail.
MakeFreeCreate a Revolut draft payment from a new Asana task
A ready-to-use Make workflow that connects Asana, Airtable, Revolut. Create a Revolut draft payment from a new Asana task. Customize and deploy in minutes.
Make$3.99Create a Revolut draft payment from a new Trello card
A ready-to-use Make workflow that connects Trello, Airtable, Revolut. Create a Revolut draft payment from a new Trello card. Customize and deploy in minutes.
Make$4.99Record Wave transactions from new Shopify orders
A ready-to-use Make workflow that connects Shopify, Wave. Record Wave transactions from new Shopify orders. Customize and deploy in minutes.
MakeFreeCreate draft payments for refund requests received by customers and notify your team for review
A ready-to-use Make workflow that connects Typeform, Google-sheets, Revolut. Create draft payments for refund requests received by customers and notify your team for review. Customize and deploy in minutes.
Make$4.99Automated Revolut payment drafts from Google Sheets
A ready-to-use Make workflow that connects Google-sheets, Revolut. Automated Revolut payment drafts from Google Sheets. Customize and deploy in minutes.
Make$2.99Create YNAB transactions from Invoice Ninja invoices
A ready-to-use Make workflow that connects Invoiceninja, Ynab. Create YNAB transactions from Invoice Ninja invoices. Customize and deploy in minutes.
MakeFreeCreate a Revolut draft payment from a new ClickUp task
A ready-to-use Make workflow that connects Clickup, Airtable, Revolut. Create a Revolut draft payment from a new ClickUp task. Customize and deploy in minutes.
Make$4.99Create YNAB transactions from Xero invoices
A ready-to-use Make workflow that connects Xero, Ynab. Create YNAB transactions from Xero invoices. Customize and deploy in minutes.
MakeFreeAutomated Revolut payment drafts from Airtable database
A ready-to-use Make workflow that connects Airtable, Revolut. Automated Revolut payment drafts from Airtable database. Customize and deploy in minutes.
Make$2.99Create Payment in Noloco from new Stripe payments
A ready-to-use Make workflow that connects Stripe, Noloco. Create Payment in Noloco from new Stripe payments. Customize and deploy in minutes.
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