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Connect iDoklad integrations

Systematize your business invoicing by integrating iDoklad to track customer billing and manage company expenses. Linking this account to our workflow automation tool lets you trigger automatic payment reminders, configure recurring billing templates, and securely share files with your accountant. Create your free Make account today to coordinate your financial processes.

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Build your iDoklad integrations.

Automate your daily accounting tasks by connecting iDoklad with your favorite business systems. Make helps you build custom integration workflows in minutes. Try Make today to integrate iDoklad.

iDoklad
Account a proforma invoice

Accounts a paid proforma invoice and creates an issued invoice from it.

Action
iDoklad
Create a contact

Creates a new contact.

Action
iDoklad
Create a payment

Records a payment for an issued or received invoice.

Action
iDoklad
Create a price list item

Creates a new price list item.

Action
iDoklad
Create an invoice

Creates a new invoice (issued, received, or proforma).

Action
iDoklad
Delete a contact

Deletes a contact. This action cannot be undone.

Action
iDoklad
Delete a payment

Deletes a payment. This action cannot be undone.

Action
iDoklad
Delete a price list item

Deletes a price list item. This action cannot be undone.

Action
iDoklad
Delete an invoice

Deletes an invoice (issued, received, or proforma). This action cannot be undone.

Action

Connect any app with iDoklad

Popular iDoklad workflows.

Connect iDoklad with Make to automate your invoicing. Sync customer data with your tools and simplify your daily work.

Boost Your Business: Key Benefits of Automating iDoklad with Make

Connect iDoklad with your favorite apps using Make to automate your invoicing, eliminate manual data entry mistakes, and keep your financial records accurate and up to date.

Instant invoice generation

Automatically create and issue iDoklad invoices the moment a new booking or sale occurs, eliminating manual data entry.

Eliminate manual entry errors

By connecting your booking systems directly to iDoklad, customer and payment details are transferred accurately every time.

Save hours of admin work

Free up your schedule by letting Make handle the repetitive task of copying booking details into your invoicing software.

Keep financial records up to date

Ensure your business cash flow and revenue tracking in iDoklad reflect your actual sales in real time.

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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