Create Pipedrive notes about your Fio banka account movements
Apps used in template
About
Every time there is a new movement on your Fio banka account, Make will automatically create a note in Pipedrive and attach it to a specified Pipedrive deal.
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 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.
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically create a new lead in Freshsales. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to invite new members to a Circle.
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.
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.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a lead.
Creates a note.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make