Connect B33 integrations
Reconcile outstanding accounts receivable balances and automate client billing by connecting B33 to Make. Linking your financial accounts to our workflow automation tool lets you instantly generate invoices, process bank transfers, and trigger proactive collection alerts to lower your DSO. Register today to build your first automated payment 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.
Unlocking the full potential of your business operations requires modern technology that bridges the gap between different software ecosystems. By leveraging the power of Make, you can easily connect B33 with thousands of other vital business tools to design powerful, customized workflows that run on autopilot. This visual automation builder empowers teams to sync data in real time, eliminate repetitive manual data entry, and enhance overall operational efficiency without writing a single line of code. Whether you need to trigger instant notifications, update databases, or manage customer journeys, integrating B33 allows you to create complex multi-step scenarios that keep your entire stack perfectly aligned. By automating these routine processes, your team can redirect their valuable time toward high-impact strategic initiatives rather than getting bogged down by administrative bottlenecks. Elevate your productivity, reduce costly human errors, and transform your daily business procedures by designing custom connections that fit your unique requirements. Take control of your digital ecosystem today and sign up for a free account to discover how easy it is to use Make to integrate B33 and optimize your entire operational workflow.
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.
Integrate B33 with Make to automate your daily tasks. Connect your favorite tools and build smarter workflows.
Automate B33 workflows and sync billing using Make integrations
Connect B33 with your favorite tools using Make. Automatically sync customer billing, trigger invoices from contracts, send instant payment alerts, and update databases to simplify your financial operations.
Make lets you sync B33 with your preferred business tools beyond its native integrations, keeping all customer billing records automatically updated.
Instantly notify your team on Slack or Microsoft Teams whenever a payment is overdue in B33, ensuring swift follow-ups.
Automatically trigger new invoices in B33 the moment a client signs a contract in tools like DocuSign.
Effortlessly push B33’s financial forecasts and reports into Google Sheets or Airtable for tailored dashboards.
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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