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SUMIT

Connect SUMIT integrations

Systematize your company's invoicing, billing documents, and customer payments by connecting SUMIT to Make. Integrating this billing hub with our workflow automation tool lets you instantly generate digital receipts, charge recurring credit cards, and dispatch SMS marketing updates. Sign up for a free account today to optimize your financial operations.

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Verified

SUMIT

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

Triggers and actions

Developed, supported and maintained by community users.

Card updated
Indicates a card was modified (Created / updated / archived / deleted).
Trigger
Add Recipient to Email Mailing List
Adds a recipient to an existing email mailing list.
Action
Add Recipient to SMS Mailing List
Adds a recipient to an existing SMS mailing list.
Action
Create a customer
Creates a customer.
Action
Create Document
Creates a document (Invoice / Receipt / Donation Receipt / Invoice+Receipt / Proforma Invoice / Payment Request / Order / Price Quotation).
Action
Get Document PDF
Fetches a document PDF
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
Send an SMS
Sends an SMS. Please note this requires SMS credits.
Action
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Supercharge your workflows

Scale Your Business by Automating SUMIT Workflows with Make

Connect SUMIT to Make to automate your invoicing, customer sync, and expense tracking. Eliminate manual data entry, streamline financial reporting, and keep your business dashboards updated in real time.

Automated invoicing from sales

Automatically generate and send tax-compliant invoices in SUMIT the moment a sale is completed on your e-commerce store.

Streamlined expense logging

Instantly record business expenses in SUMIT by connecting it to your email receipts or document scanner apps.

Seamless customer synchronization

Keep your favorite CRM and SUMIT customer records perfectly in sync without any manual data entry.

Real-time payment triggers

Automatically update project statuses or send thank-you emails the moment a payment is processed in SUMIT.

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.