Make Client Management Workflows
45 ready-to-import Make client management workflows. Every template below is a real, downloadable Make build — import it and start automating.
Make Client Management templates
- Create Bullet clients for new Syncro customersEvery time a new customer is added to your Syncro, Make will create an identical client in your Bullet.Make1Free
- Create Zoho People clients for new WooCommerce customersA ready-to-use Make workflow that connects Woocommerce, Zoho-people. Create Zoho People clients for new WooCommerce customers. Customize and deploy in minutes.Make$2.99
- Create or update FreshBooks contacts in XeroPeriodically extract new or updated clients from FreshBooks and transfer the changes to Xero. Schedule this scenario to run at least daily.Make16$3.99
- Add a new WooCommerce customers to ServiceWorksA ready-to-use Make workflow that connects Woocommerce, Serviceworks. Add a new WooCommerce customers to ServiceWorks. Customize and deploy in minutes.Make$2.99
- Create ServiceWorks customers from new Google Sheets spreadsheet rowsEvery time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new customer in ServiceWorks.Make1Free
- Add new Shopify customers as a FreeAgent contractsA ready-to-use Make workflow that connects Shopify, Freeagent. Add new Shopify customers as a FreeAgent contracts. Customize and deploy in minutes.MakeFree
- Create a new client in Harvest with data of a new deal meeting specified criteria in PipedriveA ready-to-use Make workflow that connects Pipedrive, Harvest. Create a new client in Harvest with data of a new deal meeting specified criteria in Pipedrive. CMake$2.99
- Create ServiceM8 clients from Google Sheets rowsEvery time a new Google Sheets row is added, Make will automatically create a new client in ServiceM8. This example uses this [example spreadsheet](https://docsMake42$2.99
- Export Dext clients to AirtableUse this template to automatically export your Dext clients to Airtable. The template expects your Airtable table to have the following columns: 1) Client ID 2Make2$2.99
- Add Zoho People clients for new Nusii clientsA ready-to-use Make workflow that connects Nusii, Zoho-people. Add Zoho People clients for new Nusii clients. Customize and deploy in minutes.MakeFree
- Create ServiceWorks customers from HubSpot CRM contactsEvery time a new contact is created in HubSpot CRM, Make will automatically create a new customer in ServiceWorks.Make1Free
- Create ProjectWorks clients for new customers in WooCommerceEvery time a new customer appears in your WooCommerce, Make will automatically create an identical client in Projectworks.Make2Free
- Create or update customer in QuickBooks from Plumsail form submissionCreate 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 Make1$3.99
- Add new SalesForce accounts to QuickBooks as customersEvery time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.Make75Free
- Create a QuickFile client for new Mailchimp subscriberEvery time a new Mailchimp subscriber is received , Make will automatically create a client in QuickFile.Make3Free
- Send a Telegram message for new contracts in OfficeRnDEvery time new contracts from OfficeRnD is received, Make will automatically send a message to the specified Telegram channel/group.Make2Free
- Create Bullet clients for new Stripe customersEvery time a new customer is added to your Stripe, Make will create an identical Bullet client. You should trigger the webhook once before running the scenario Make1$2.99
- Create Zoho People clients for new Syncro customersA ready-to-use Make workflow that connects Syncro, Zoho-people. Create Zoho People clients for new Syncro customers. Customize and deploy in minutes.MakeFree
- Create a client in Harvest from a new client in Invoice NinjaA 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 minutesMake$3.99
- Create ProjectWorks clients for new customers in ShopifyEvery time a new customer appears in your Shopify, Make will automatically create an identical client in Projectworks.Make2Free
- Create an Asaas subaccount.A ready-to-use Make workflow that connects Google-sheets, Builtin. Create an Asaas subaccount.. Customize and deploy in minutes.MakeFree
- Send Slybroadcast campaigns with audio files for new Hubstaff clientsMake will watch your Hubstaff clients at regular intervals and send Slybroadcast campaigns with audio files to them.Make4Free
- Create Trello cards from new case in CommCareEvery time a new case is created in CommCare, Make will automatically add a new card to a Trello board of your choice.Make3Free
- Add items to a Yeeflow list for new Xero contactsEvery time there is a new contact added to Xero, Make will automatically add a new item to a specified Yeeflow list.Make2Free
- Create Bullet clients for new WooCommerce customersMake will watch your WooCommerce customers at regular intervals and create identical Bullet clients.Make1Free
- Add new Slack users to your Noloco appStreamline team onboarding by automatically adding new Slack users to your Noloco app. This template watches your Slack workspace and creates a user profile forMake1$3.99
- Create ServiceM8 clients from Pipedrive CRM personsEvery time a new Pipedrive CRM person is added, Make will automatically create a new ServiceM8 client.Make8Free
- Create or update QuickBooks clients in FreshBooksEvery time a client is created or updated in QuickBooks, the clients is created or gets updated in FreshBooks.Make13$4.99
- Create ServiceM8 clients from Airtable recordsEvery time a new Airtable record is added, Make will automatically create a new client in ServiceM8.Make8Free
- Create ServiceM8 clients from Google ContactsEvery time a new Google Contact is created, Make will automatically create a new client in ServiceM8.Make12Free
- Create or update FreshBooks clients in QuickBooksThis Make workflow automates client syncing between FreshBooks and QuickBooks. When a client is created or updated in FreshBooks, it triggers an action to creatMake17$3.99
- Create Petoffice pets from new Google Forms responsesEvery time a new response is entered on your Google Form, Make will automatically create a new pet in Petoffice.Make1Free
- Create a FreshBooks client from a PandaDoc contactA ready-to-use Make workflow that connects Pandadoc, Freshbooks. Create a FreshBooks client from a PandaDoc contact. Customize and deploy in minutes.Make$3.99
- Update KashFlow client with new WooCommerce clientEvery time a new WooCommerce client is created or updated, Make will automatically create or update the client in KashFlow.Make4Free
- Add new Pipedrive organizations to Invoiced as clientsEvery time a new organization is created in Pipedrive, Make will automatically create a new client in Invoiced.Make8Free
- Create ServiceWorks customers from Mailchimp subscribersEvery time a new Mailchimp subscriber is created, Make will automatically create a new customer in ServiceWorks.Make1Free
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