Add new QuickBooks customers to Zoho CRM as contacts

Create a QuickBooks invoice from a completed PandaDoc document

Create a new QuickBooks invoice (and a customer if it doesn't already exist) from a completed PandaDoc document. PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.

Create customer and estimate in QuickBooks from Plumsail form submission

Create a customer and an estimate automatically from Plumsail Forms submission data. You can extend this scenario by adding other steps, such as sending the estimate to a lead or creating an invoice.

Create a QuickBooks item when a new Shopify product is added

Whenever a new Shopify product is added, Make will automatically create a QuickBooks item.

Add Stripe refunds to QuickBooks

Every time a Stripe charge is refunded, Make will automatically create a QuickBooks refund receipt. The template assumes that Stripe customers already exist in your QuickBooks account. You can achieve it with this [template](https://www.integromat.com/en/integration/6342-add-stripe-customers-to-quickbooks).

Create new estimates in QuickBooks from new FreshBooks estimates

Periodically check for new estimates in FreshBooks and replicate them in QuickBooks. Schedule this template to run daily shortly after midnight.

Add new Google contacts to QuickBooks as customers

Every time a new contact is created in Google Contacts, Make will automatically create a new customer in QuickBooks.

Create a new negative outgoing invoice to FreeFinance from a new refund in Shopify

This template regularly checks for new refunds in Shopify and uses the retrieved information to create new negative outgoing invoices in FreeFinance. The template is scheduled to run every 60 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module. This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: support@freefinance.at.

Send email notifications for new accounts in Salesforce

Whenever new accounts are added in Salesforce, Make retrieves the account details and sends notifications to the selected recipient/s.