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Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new persons in Nutshell.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
This template periodically checks for new receipts in Loyverse and uses the retrieved information to add new rows to a Google Sheets spreadsheet.
This example uses this sheet.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds selected contacts to a box.
Adds selected organizations to a box.
Creates a new box inside a selected pipeline.
Creates a new comment for a selected box.
Creates a new contact.
Creates a new field for a selected pipeline.
Creates a new pipeline.
Creates a new stage for a selected pipeline.
Creates a new task for a selected box. The task assignees must have access to the containing pipeline.
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