Connect B33 integrations
Expedite your accounts receivable operations by linking B33 with Make to instantly generate customer invoices and log incoming payments. Connecting this AI automation tool with your CRM allows you to sync database modifications, trigger proactive dunning alerts, and manage billing data. Sign up today to configure your first automated payment collection pipeline.
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App developer is its official vendor.
This app is supported and maintained by the vendor B33.
Build your B33 integrations.
Transform your business processes by linking B33 with your essential software using Make. Automate complex workflows and sync data in real time. Create your free Make account to integrate B33 now!
Creates a new a customer record in the system with complete business and a contact information
Create invoice
Create invoice lies for invoices
Create new payment, payment method is set as Bank Transfer
Soft Delete a customer. Sets status to cancelled. Only customers without invoices or payments can be deleted.
Soft delete an invoice. Sets status to cancelled. Only invoices in status new can be deleted
Only an invoice line for an invoice in status new can be deleted
Only payments in Status New can be deleted
Get full customer details
Connect any app with B33
Popular B33 workflows.
Automate B33 with Make to connect your tools. Sync crucial data, reduce manual work, and optimize your daily workflows.
Integrate B33 with Make to automate your financial workflows
Connect B33 with Make to automate your workflows. Instantly sync customer data across apps, trigger payment alerts, and simplify financial reporting without manual data entry.
Automatically sync payment updates and invoice statuses from B33 to your CRM, databases, or spreadsheets without manual data entry.
Send instant notifications to your Slack or Microsoft Teams channels whenever a high-value invoice is paid or becomes overdue in B33.
Trigger custom emails or SMS reminders through your favorite messaging tools the moment an invoice in B33 changes status.
Automatically export B33 transactional data and forecasting reports into Google Sheets or Airtable for easy sharing and analysis.
FAQ
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Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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