Create QuickBooks customers from new Authvia customers
Apps used in template
About
Every time a new customer is created in Authvia, Make will automatically add that customer to QuickBooks. Your customers should have meta fields like:1)Email 2)Phone number 3)Address line 1 4)Address line 2 5)City 6)Postal code 7)Country 8)Company name.
Trusted by thousands of fast-scaling organizations around the globe
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 Google Sheets row is added, Make will automatically create a new client in ServiceM8. This example uses this example spreadsheet.
Every time a new payment has been completed in Digistore24, Make will automatically add a payment to a specified spreadsheet in Google Sheets. The template uses this example spreadsheet.
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 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 there is a new order in Service Provider Pro, Make will automatically add this order to a Google Sheets spreadsheet as new row. The template uses this example spreadsheet.
Retrieve payment transfer information from Google Sheets and create Revolut draft payments.
Your Google Sheets sheet has to include the following columns: Name of the recipient (First name and Last name if it's an individual), Amount, Payment date, Payment reference and payment details.
To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
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 new message to an existing conversation.
Creates a new product for a merchant.
Creates a bill.
Creates a new conversation with a customer.
Creates a credit card payment.
Creates a credit memo.
Creates a new customer.
Creates a customer.
Creates a deposit.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make
Trusted by 500,000+ Makers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."