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B33

Connect B33 integrations

Expedite your accounts receivable operations by linking B33 with Make to instantly generate customer invoices and log incoming payments. Connecting this AI automation tool with your CRM allows you to sync database modifications, trigger proactive dunning alerts, and manage billing data. Sign up today to configure your first automated payment collection pipeline.

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B33

This app is supported and maintained by the official vendor B33.

Triggers and actions

Developed, supported and maintained by community users.

Create Customer
Creates a new a customer record in the system with complete business and a contact information
Action
Create Invoice
Create invoice
Action
Create Invoice Line
Create invoice lies for invoices
Action
Create payment
Create new payment, payment method is set as Bank Transfer
Action
Delete Customer
Soft Delete a customer. Sets status to cancelled. Only customers without invoices or payments can be deleted.
Action
Delete Invoice
Soft delete an invoice. Sets status to cancelled. Only invoices in status new can be deleted
Action
Delete Invoice Line
Only an invoice line for an invoice in status new can be deleted
Action
Delete Payment
Only payments in Status New can be deleted
Action
Get Customer
Get full customer details
Action
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Supercharge your workflows

Integrate B33 with Make to automate your financial workflows

Connect B33 with Make to automate your workflows. Instantly sync customer data across apps, trigger payment alerts, and simplify financial reporting without manual data entry.

Keep your customer data synchronized everywhere

Automatically sync payment updates and invoice statuses from B33 to your CRM, databases, or spreadsheets without manual data entry.

Automate personalized payment reminders

Trigger custom emails or SMS reminders through your favorite messaging tools the moment an invoice in B33 changes status.

Get real-time alerts on payment activities

Send instant notifications to your Slack or Microsoft Teams channels whenever a high-value invoice is paid or becomes overdue in B33.

Simplify your financial reporting

Automatically export B33 transactional data and forecasting reports into Google Sheets or Airtable for easy sharing and analysis.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.