Make ERP Workflows
71 ready-to-import Make erp workflows. Every template below is a real, downloadable Make build — import it and start automating.
Make ERP templates
- Create customer and estimate in QuickBooks from Plumsail form submissionCreate a customer and an estimate automatically from Plumsail Forms submission data. You can extend this scenario by adding other steps, such as sending the estMake6$4.99
- Create Sage invoices from Google Sheets data and send Slack notificationsAre 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 peopMake26$3.99
- Mahnwesen / Dunning processThis Make template automates the dunning process for open accounts receivable invoices. It monitors overdue invoices in apaleo and sends reminder emails via MicMake52$4.99
- Import CSV data into Invoice NinjaThis template helps you import a list of customers automatically into Invoice Ninja via CSV import. The scenario can be scheduled to run at regular intervals: eMake306$3.99
- Create 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 custoMake212$3.99
- Create FreshBooks clients from new rows in Google SheetsA ready-to-use Make workflow that connects Google-sheets, Freshbooks. Create FreshBooks clients from new rows in Google Sheets. Customize and deploy in minutes.Make$2.99
- Export Invoice Ninja invoices to Microsoft Excel 365 as new rowsEvery time a new invoice is created on Invoice Ninja, Make will add it to your Excel 365 spreadsheet as a new row. The template uses a table created according tMake5$2.99
- Create Zoho Invoice contacts from new Google ContactsEvery time a new Google Contact is created, Make will automatically create a new contact in Zoho Invoice.Make8Free
- Import a new invoice from Harvest to Invoice Ninja and update invoice number in HarvestWhen a new invoice in Harvest is created, a new invoice with items from Harvest is created in Invoice Ninja. In the same time the number of the Harvest invoice Make7$4.99
- Send a message about new event in QuickBooks to SlackWhen a new event happens in QuickBooks, a message with information about this event is sent to Slack.Make56Free
- Create FreshBooks services from new rows in Google SheetsA ready-to-use Make workflow that connects Google-sheets, Freshbooks. Create FreshBooks services from new rows in Google Sheets. Customize and deploy in minutesMake$2.99
- Add new Google contacts to QuickBooks as customersEvery time a new contact is created in Google Contacts, Make will automatically create a new customer in QuickBooks.Make84Free
- Create Zoho Invoices from Etsy shop receiptsA ready-to-use Make workflow that connects Etsy, Zoho-invoice. Create Zoho Invoices from Etsy shop receipts. Customize and deploy in minutes.Make$4.99
- Save new Instagram photos to lexofficeA ready-to-use Make workflow that connects Instagram, Builtin. Save new Instagram photos to lexoffice. Customize and deploy in minutes.MakeFree
- Save Shopify orders in AirtableA ready-to-use Make workflow that connects Shopify, Builtin, Airtable. Save Shopify orders in Airtable. Customize and deploy in minutes.Make$4.99
- Create QuickBooks invoices from new TSheets timesheetsEvery time a new timesheet is posted to a specified TSheets organization, Make will automatically create an Invoice in QuickBooks for the corresponding user.Make18$4.99
- Create QuickBooks estimates in FreshBooksPeriodically retrieve new estimates from QuickBooks and replicate them in FreshBooks. Schedule this scenario to run daily shortly after midnight. AlternatiMake16$4.99
- Create QuickBooks invoice from new Shopify ordersThis Make automation monitors your Shopify store for new orders and automatically creates a matching invoice in QuickBooks. It eliminates manual data entry betwMake408$4.99
- Create QuickBooks invoices for new Squarespace ordersEvery time a new order is created in your Squarespace store, Make will automatically create a new invoice in QuickBooks.Make37$3.99
- Create Zoho Invoice contacts from Podio contactsEvery time a new Podio contact is created, Make will automatically create a new contact in Zoho Invoice.Make3Free
- Vytvoření nové faktury ve Fakturoidu s daty z Raynet CRMIhned po nově přijatém záznamu prostřednictvím webhooku je načten záznam v Raynet CRM a na základě těchto záznamů vytvořena nová faktura u příslušného klienta vMake44$4.99
- Edit a specified line item in a new invoice in HarvestWhen a new invoice is created in Harvest, this Make automation triggers and updates specified line items within it. You define which items to edit based on yourMake$3.99
- Export Invoice Ninja invoices to Google Sheets as new rowsEvery time a new invoice is created on Invoice Ninja, Make will add it to your Google Sheets spreadsheet as a new row. The template uses a table created accordiMake21$2.99
- Create new quotes in Xero from new FreshBooks estimatesPeriodically check for new estimates in FreshBooks and replicate them as quotes in Xero. Schedule this template to run daily shortly after midnight.Make17$4.99
- Create customer in QuickBooks from Plumsail form submissionCreate a customer details based on Plumsail Forms submission data. You can extend this scenario by adding other steps, such as preparing and sending an estimateMake1$2.99
- Create or update FreshBooks items and services in QuickBooksPeriodically create or update FreshBooks items and services in QuickBooks. This scenario is scheduled to run daily shortly after midnight. You can change it by Make12$2.99
- Create QuickBooks invoice from Plumsail Forms submissionCreate a customer and an invoice automatically from Plumsail Forms submission data. You can extend this scenario by adding other steps, such as sending the invoMake2$4.99
- Save new Zoho Books invoices to a Google Sheets spreadsheetA 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 minutMake$2.99
- Create a QuickFile invoice for new Google Calendar eventEvery time a new Google Calendar event is created, Make will automatically create an invoice in QuickFile.Make7Free
- Add new ClickFunnels contacts to XeroA ready-to-use Make workflow that connects Click-funnels, Xero. Add new ClickFunnels contacts to Xero. Customize and deploy in minutes.MakeFree
- Create new Zoho Invoices from custom WebhooksEvery time a custom webhook is triggered, Make will automatically create a new invoice on Zoho Invoice.Make34Free
- Create Zoho Invoices from Shopify orders and uploading them to EgnyteA ready-to-use Make workflow that connects Shopify, Zoho-invoice, Egnyte. Create Zoho Invoices from Shopify orders and uploading them to Egnyte. Customize and dMake$4.99
- Import Google Sheets data into Invoice NinjaA ready-to-use Make workflow that connects Google-sheets, Invoiceninja. Import Google Sheets data into Invoice Ninja. Customize and deploy in minutes.Make$2.99
- Create QuickBooks invoices from Clockify time entriesThis template helps you bill invoices from Clockify time sheets. Make will automatically create an invoice for each time entry.Make53Free
- Create FreshBooks invoice from Zoho InvoicesA ready-to-use Make workflow that connects Zoho-invoice, Freshbooks. Create FreshBooks invoice from Zoho Invoices. Customize and deploy in minutes.MakeFree
- Create QuickBooks sales receipts for completed WooCommerce ordersEvery time a new order is completed in WooCommerce, Make will automatically create a new sales receipt in QuickBooks.Make301$4.99
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