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ERP Workflows

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Save Shopify orders in Airtable
A ready-to-use Make workflow that connects Shopify, Builtin, Airtable. Save Shopify orders in Airtable. Customize and deploy in minutes.
Make$4.99
Export Invoice Ninja invoices to Microsoft Excel 365 as new rows
Every 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 to [this example](https://1drv.ms/x/s!AikeC5lv6MsOnPAST82n3_3g30RBeg?e=frviVh).
Make$2.99
Create QuickBooks invoices for new Squarespace orders
Every time a new order is created in your Squarespace store, Make will automatically create a new invoice in QuickBooks.
Make$3.99

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Save new Instagram photos to lexoffice

A ready-to-use Make workflow that connects Instagram, Builtin. Save new Instagram photos to lexoffice. Customize and deploy in minutes.

Create Zoho Invoice contacts from Podio contacts

Every time a new Podio contact is created, Make will automatically create a new contact in Zoho Invoice.

Create Sage invoices from Google Sheets data and send Slack notifications

Are 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 people when its done.

Add new Google contacts to QuickBooks as customers

Every time a new contact is created in Google Contacts, Make will automatically create a new customer in QuickBooks.

Create Zoho Invoices from Xero invoices

A ready-to-use Make workflow that connects Xero, Zoho-invoice. Create Zoho Invoices from Xero invoices. Customize and deploy in minutes.

Create QuickBooks invoice from new Shopify orders

This Make automation monitors your Shopify store for new orders and automatically creates a matching invoice in QuickBooks. It eliminates manual data entry between sales and accounting, reducing errors and saving time for ecommerce businesses that need up-to-date financial records.

Edit a specified line item in a new invoice in Harvest

When 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 your criteria, eliminating manual adjustments. The workflow directly connects your Harvest account to Make's built-in actions, saving time on invoice maintenance for freelancers or teams using Harvest for billing.

Import Google Sheets data into Invoice Ninja

A ready-to-use Make workflow that connects Google-sheets, Invoiceninja. Import Google Sheets data into Invoice Ninja. Customize and deploy in minutes.

Export Invoice Ninja invoices to Google Sheets as new rows

Every 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 according to [this example](https://docs.google.com/spreadsheets/d/1OBOm6KFOumLEtaw8OdYFHGKinZqB1obF9dn0MedSeTQ/edit?usp=sharing).

Create FreshBooks services from new rows in Google Sheets

A ready-to-use Make workflow that connects Google-sheets, Freshbooks. Create FreshBooks services from new rows in Google Sheets. Customize and deploy in minutes.

Create QuickBooks sales receipts for new ShipStation orders

Every time a new order is created in ShipStation, Make will automatically create a new sales receipt in QuickBooks.

Import a new invoice from Harvest to Fakturoid and update invoice number in Harvest

When a new invoice in Harvest is created, a new invoice with items from Harvest is created in Fakturoid. In the same time the number of the Harvest invoice is updated to the number of invoice from Fakturoid. Available only for type of Harvest account "administrator" and "project manager".

Create FreshBooks clients from new rows in Google Sheets

A ready-to-use Make workflow that connects Google-sheets, Freshbooks. Create FreshBooks clients from new rows in Google Sheets. Customize and deploy in minutes.

Save new Zoho Books invoices to a Google Sheets spreadsheet

A 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 minutes.

Create Zoho Invoices from Shopify orders and uploading them to Dropbox

A ready-to-use Make workflow that connects Shopify, Zoho-invoice, Dropbox. Create Zoho Invoices from Shopify orders and uploading them to Dropbox. Customize and deploy in minutes.

Create Zoho Invoice contacts from new Google Contacts

Every time a new Google Contact is created, Make will automatically create a new contact in Zoho Invoice.

Create new estimates in QuickBooks from new FreshBooks estimates

A ready-to-use Make workflow that connects Freshbooks, Builtin. Create new estimates in QuickBooks from new FreshBooks estimates. Customize and deploy in minutes.

Create Zoho invoices from WooCommerce orders

A ready-to-use Make workflow that connects Woocommerce, Zoho-invoice. Create Zoho invoices from WooCommerce orders. Customize and deploy in minutes.

Create Katana sales orders from deals in HubSpot CRM

A ready-to-use Make workflow that connects Hubspotcrm, Katana-mrp, Builtin. Create Katana sales orders from deals in HubSpot CRM. Customize and deploy in minutes.

Import a new invoice from Harvest to Invoice Ninja and update invoice number in Harvest

When 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 is updated to the number of invoice from Invoice Ninja. Available only for type of Harvest account "administrator" and "project manager".

Create FreshBooks clients from new rows in Microsoft 365 Excel

A ready-to-use Make workflow that connects Microsoft-excel, Freshbooks. Create FreshBooks clients from new rows in Microsoft 365 Excel. Customize and deploy in minutes.

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Related categories

Communication (2,463)AI (1,930)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)

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