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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.
Easily edit the Resume with relevant details from Google sheets
The document template is found on Google Docs
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.
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.
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 new tags on a lead specified by ID. This action only works for Expert edition.
Creates a row on a prospecting list specified by ID. This action only works for Expert edition.
Adds an attachment on a lead.
Creates a comment on a lead specified by ID. This action only works for Expert edition.
Creates a new contact.
Creates a new document.
Creates a new lead.
Deletes a contact.
Deletes a document.
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