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
- 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
- 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 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
- 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
- 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 ServiceM8 clients from Pipedrive CRM personsEvery time a new Pipedrive CRM person is added, Make will automatically create a new ServiceM8 client.Make8Free
- 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 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
- 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
- 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
- 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
- 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 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 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 ServiceM8 clients from Airtable recordsEvery time a new Airtable record is added, Make will automatically create a new client in ServiceM8.Make8Free
- 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 ContactsEvery time a new Google Contact is created, Make will automatically create a new client in ServiceM8.Make12Free
- 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
- Add Stripe customers to QuickBooksA ready-to-use Make workflow that connects Stripe, Quickbooks. Add Stripe customers to QuickBooks. Customize and deploy in minutes.Make$3.99
- Create a QuickFile client for new Mailchimp subscriberEvery time a new Mailchimp subscriber is received , Make will automatically create a client in QuickFile.Make3Free
- 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 Bullet clients for new WooCommerce customersMake will watch your WooCommerce customers at regular intervals and create identical Bullet clients.Make1Free
- 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
- 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 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 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 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 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
- 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
- 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 a new customer in Shopify as a new customer in TookanA ready-to-use Make workflow that connects Shopify, Tookan. Add a new customer in Shopify as a new customer in Tookan. Customize and deploy in minutes.Make$2.99
- Create a contractor in Finolog for every new WooCommerce customerA ready-to-use Make workflow that connects Woocommerce, Finolog. Create a contractor in Finolog for every new WooCommerce customer. Customize and deploy in minuMake$2.99
- Create or update a FreshBooks client from a new Xero contactA ready-to-use Make workflow that connects Xero, Freshbooks, Builtin. Create or update a FreshBooks client from a new Xero contact. Customize and deploy in minuMake$3.99
- Create Petoffice pets from new Google Sheets spreadsheet rowsCreate Petoffice people from new Google Sheets spreadsheet rows Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a nMake$2.99
- Create Zoho People clients for new Stripe customersA ready-to-use Make workflow that connects Stripe, Zoho-people. Create Zoho People clients for new Stripe customers. Customize and deploy in minutes.MakeFree
- 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
Showing 36 of 45. Browse the full workflow marketplace.
Browse the full marketplace
Thousands of pre-built automation workflows across n8n, Make, Zapier and more.
Explore workflows