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Connect B33 integrations

Expedite your accounts receivable operations by integrating B33 with Make to run billing and collections. Connecting this accounting hub to our workflow automation tool lets you instantly generate invoices, log client payments, and trigger AI-driven follow-ups. Create your free account today to scale your cash flow and shrink outstanding balances.

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Build your B33 integrations.

Supercharge your daily workflows by connecting B33 to your tech stack. Use Make to design custom automations and sync critical data in real time. Try Make now to integrate B33 and boost efficiency.

B33
Create Customer

Creates a new a customer record in the system with complete business and a contact information

Action
B33
Create Invoice

Create invoice

Action
B33
Create Invoice Line

Create invoice lies for invoices

Action
B33
Create payment

Create new payment, payment method is set as Bank Transfer

Action
B33
Delete Customer

Soft Delete a customer. Sets status to cancelled. Only customers without invoices or payments can be deleted.

Action
B33
Delete Invoice

Soft delete an invoice. Sets status to cancelled. Only invoices in status new can be deleted

Action
B33
Delete Invoice Line

Only an invoice line for an invoice in status new can be deleted

Action
B33
Delete Payment

Only payments in Status New can be deleted

Action
B33
Get Customer

Get full customer details

Action

Connect any app with B33

Popular B33 workflows.

Connect B33 to your favorite apps using Make. Explore popular automated workflows to save time and simplify your daily operations.

Supercharge B33: Integrate and Automate Your Workflows Using Make

Connect B33 to tools like Slack, Google Sheets, and Dropbox using Make. Automate your billing alerts, back up invoices automatically, and sync customer data to save time and eliminate manual work.

Connect with any business tool

Easily link B33 to your existing CRMs, spreadsheets, and custom databases to keep customer payment histories synchronized everywhere instantly.

Instant team alerts for billing updates

Automatically notify your team on Slack, Microsoft Teams, or email the moment an invoice is paid or becomes overdue.

Automated invoice backup and storage

Save generated invoices and payment receipts directly to Google Drive or Dropbox without any manual downloading and uploading.

Personalized customer follow-ups

Trigger customized email reminders through your own email client as soon as B33 identifies an account that needs attention.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

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.

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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