Create QuickBooks contacts and sales receipts from 1CRM sales orders
About
Every time a new sales order is created on 1CRM, Make will automatically create a new customer in QuickBooks if that customer does not exist. After that it will create a new sales receipt in QuickBooks and add the customer's details to it. If the customer already exists in QuickBooks it will use their details for the sales receipt.
Apps Included
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 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.
Every time you receive or send an SMS message via Twilio, Make will automatically add the message to a specified Google Sheets spreadsheet as a new row. The template uses this example spreadsheet.
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically send a message in Twilio. The template uses this example spreadsheet.
Every time a new customer is created in QuickBooks, Make will automatically add that customer's info to a new row in your Google Sheets spreadsheet. The template uses this example spreadsheet
Every time a new contact is created in Fakturoid, Make will automatically add that contact as a new row to your Google Sheets spreadsheet. The template uses this example spreadsheet.
Every time a new invoice is created in Fakturoid, Make will automatically add it to a specified Google Sheets spreadsheet as a new row. The template uses a spreadsheet created according to this example.
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 a list of related records belonging to the specified model and id.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a journal entry.
Creates a payment.
FAQ