Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
FreeFinance v2
WordPress

Connect FreeFinance v2 and WordPress

Explore ready-made FreeFinance v2 and WordPress templates and start automating in minutes.

Get started free

Create a custom workflow

Integrate FreeFinance v2 with WordPress and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

WordPress
Trigger: Watch Categories
FreeFinance v2
Action: Select an action
1. Select a trigger

  • Triggers when a new category is added.

  • Triggers when a new comment is added.

  • Triggers when a new media item is added.

  • Triggers when a new post is added.

  • Watches for updated posts.

  • Triggers when a new tag is added.

  • Triggers when a new user is added.

2. Select an action

  • Creates a new credit memo using the INV API.

  • Creates a new customer in FreeFinance.

  • Creates a new payment for an outgoing invoice in FreeFinance using the CBI API.

  • Creates a new payment for an outgoing invoice in FreeFinance using the INV API.

  • Creates a new outgoing invoice in FreeFinance using the CBI API.

  • Creates a new finalized outgoing invoice in FreeFinance using the INV API.

  • Creates a new bank statement with optional lines in FreeFinance.

  • Gets a customer by 'customer_number' and allows input of necessary mappings regarding accounts and tax class entries, which are necessary for i.e. creating invoices.

  • Performs an arbitrary authorized API call.

  • Updates an existing customer with a specific customer number with new values. Pre-existing values must be resupllied else they will be discarded.

  • Creates a new document in the staging folder and uploads a base64-encoded file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between FreeFinance v2 and WordPress.

Create a Category
Creates a category.
Action
Create a Comment
Creates a comment.
Action
Create a credit memo
Creates a new credit memo using the INV API.
Action
Create a Media Item
Creates a media item.
Action
Create a new customer
Creates a new customer in FreeFinance.
Action
Create a payment (CBI)
Creates a new payment for an outgoing invoice in FreeFinance using the CBI API.
Action
Create a payment (INV)
Creates a new payment for an outgoing invoice in FreeFinance using the INV API.
Action
Create a Post
Creates a post.
Action
Create a Tag
Creates a tag.
Action
Load more

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.