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    Workflow & Process Automation Workflows

    Business process automation

    • Create new cases in Seliom from new Calendly events

      Every time a new Calendly event is scheduled with you, a new case will be instantly created in Seliom. You need to have a Calendly premium account to create this integration.

      MakeFree

    • Create Xero invoice and contacts from Zoho Invoice

      Every time a new invoice is created on Zoho Invoice, Make will automatically get the details of the contact in the invoice, and create a new contact and invoice in Xero.

      MakeFree

    • Send Telegram message for completed Pneumatic process

      Every time a Pneumatic process is completed, Make will automatically send a message to the specified Telegram channel.

      MakeFree

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  1. Get a daily email and notification on your smartphone of the sum of new work orders created in MaintainX

    Get a daily summarize via push notification and email of the total new work orders created in MaintainX. This template is set to trigger everyday at 18:30. However, you can change it to the time that suits you best.

    MakeFree

  2. Capture your employee's special requests on Airtable and send Slack notifications

    A ready-to-use Make workflow that connects Typeform, Airtable, Slack. Capture your employee's special requests on Airtable and send Slack notifications. Customize and deploy in minutes.

    MakeFree

  3. Retrieve your Stripe account balance after each Webflow order

    Every time a new order is created in Webflow, Make will automatically retrieve your Stripe account's balance.

    MakeFree

  4. Send Telegram messages for new Clust submitted applications

    Make will watch for new submitted applications in Clust and send messages to the specified chat in Telegram.

    MakeFree

  5. Create a work order from a new private message on Slack

    A ready-to-use Make workflow that connects Slack, Maintainx. Create a work order from a new private message on Slack. Customize and deploy in minutes.

    MakeFree

  6. Create Jira issues from new records in Salesforce

    This automation will fetch new records in Salesforce and create issues in JIRA Cloud Platform for you.

    MakeFree

  7. Create new Microsoft 365 Planner tasks for new ClickUp tasks

    Every time a new task is created in ClickUp, Make will automatically add that task to Microsoft 365 Planner.

    MakeFree

  8. Update a Notion database when Revolut Business draft payments are processed

    Every time a Revolut Business draft payment is processed, Make will automatically update a Notion database. The template works with the Notion property (the one that gets updated) named 'Processed', of type Checkbox. The template is supposed to be used as an extension in combination with this [template](https://www.integromat.com/en/integration/6329-add-revolut-business-draft-payments-to-notion).

    MakeFree

  9. Create a new task in Tallyfy from a new task in ClickUp

    A ready-to-use Make workflow that connects Clickup, Tallyfy. Create a new task in Tallyfy from a new task in ClickUp. Customize and deploy in minutes.

    MakeFree

  10. Create a Monday item from a new Revolut draft payment

    A ready-to-use Make workflow that connects Revolut, Monday. Create a Monday item from a new Revolut draft payment. Customize and deploy in minutes.

    MakeFree

  11. Export annotations from Rossum to FlexiBee and send notifications via Custom WebHook

    Automatically export annotations from Rossum to FlexiBee and send notifications via Custom WebHook for streamlined data management and communication.

    MakeFree

  12. [Sellsy Workflow] Creation of 3 tasks automatically if an opportunity is in a particular stage

    A pre-built Make automation workflow. [Sellsy Workflow] Creation of 3 tasks automatically if an opportunity is in a particular stage. Download and deploy directly to your Make account.

    MakeFree

  13. Create new cases in Seliom from new rows in a Google Sheets spreadsheet

    This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new cases in Seliom. The template is using [this sample](https://docs.google.com/spreadsheets/d/1kJCEiUoWaUlfeU8-5lhdTANptEx3_BXnfSa9nnMuLNk/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

    MakeFree

  14. Listen to responders and create objects in Powerlink

    Capture real-time responses with Responder Live and automatically create corresponding objects in Powerlink, streamlining your data management process.

    MakeFree

  15. Flag high-value SEPA donations for review

    Large or fake SEPA donations can create extra work for fundraising teams who need to verify suspicious transactions. This template automatically checks yesterday’s SEPA donations in FundraisingBox once per day and adds donations above a configurable amount to a Google Sheet for review. If any donations meet the criteria, a Slack notification is sent so your team can investigate quickly. Preparation: Create a Google Spreadsheet with the following columns in the first row: Donation ID, Contact ID, Amount, Currency, Donation Date, First Name, Last Name, FundraisingBox Link. The template will automatically add new rows to this sheet when donations matching the criteria are detected.

    MakeFree

  16. Use Airtable to handle emergency situations in your country

    When a new patient submits a form via Airtable, Make checks whether there is a free volunteer, if so, the volunteer is assigned to that patient. If not, a message is sent to the patient, so they know that they will get help soon. You may copy [this](https://airtable.com/shrwAFIhTerDSQ5rf/tblAZx4mIvile2lt8/viwb0So4ZgpENmCOi?blocks=hide) base to use in this scenario. You can read more about this scenario on our [blog](https://www.integromat.com/en/blog/2020/03/25/how-to-create-an-emergency-communication-system-using-airtable-and-integromat/).

    MakeFree

  17. Create new crews in Pro Crew Schedule from new Calendly events

    Every time a new Calendly event is scheduled with you, a new crew will be instantly created in Pro Crew Schedule. You need to have a Calendly premium account to create this integration.

    MakeFree

  18. Create Pipefy cards from Front conversations

    Every time a new conversation is created on Front, Make will automatically create a new card on Pipefy.

    MakeFree

  19. Add data needed for Electronic Sales Registration (EET) to Shopify orders as notes

    A ready-to-use Make workflow that connects Shopify, Util, Eet. Add data needed for Electronic Sales Registration (EET) to Shopify orders as notes. Customize and deploy in minutes.

    MakeFree

  20. Create Pipefy cards from new SalesForce leads

    Every time a new lead is created in SalesForce, Make will automatically create a new card in Pipefy.

    MakeFree

  21. [Sellsy Workflow] Change the step of the opportunity to "won" if the quote is "won" or "accepted

    A pre-built Make automation workflow. [Sellsy Workflow] Change the step of the opportunity to "won" if the quote is "won" or "accepted. Download and deploy directly to your Make account.

    MakeFree
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