Automatically retrieve all invoices with invoice line details for a specific period of time (default is once per month at the beginning of the month) in an Excel spreadsheet. Creator: [email protected].
Similar templates for inspiration
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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Cancel an existing subscription.
Copies a file into new folder location.
Creates a simple minimal representation of a customer.
Create a mandate for a specific customer. Mandates allow you to charge a customer's card, PayPal account or bank account recurrently. It is only possible to create mandates for IBANs and PayPal billing agreements with this module. To create mandates for cards, your customers need to perform a 'first payment' with their card.
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.
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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