Create QuickBooks contacts and sales receipts from 1CRM sales orders

Create a sales receipt in QuickBooks from customer details in a Google Sheets spreadsheet.

Every time a customer's details are added to a Google Sheet, Make retrieves the info and creates a sales receipt in QuickBooks. If its a new customer, the customer is first added to QuickBooks and then a receipt is created. The template uses this [example spreadsheet.](https://docs.google.com/spreadsheets/d/1Ie8njl21Ob0cyugwb4qg_HIX53qsJAeph2vrLxvq9ww/edit#gid=0/xxx)

Create a QuickBooks customer from a WooCommerce order

Every time a new WooCommerce order is placed, Make will automatically create a QuickBooks customer (provided it doesn't already exist).

Create QuickBooks invoice from new Shift4Shop orders

When you receive a new Shift4Shop order, create a QuickBooks invoice.

Automated PDF invoice processing & approval flow using OpenAI and Google Sheets

Who is this for? This workflow is ideal for: Finance teams that need to process incoming invoices faster with minimal errors Small to mid-sized businesses that want to automate invoice intake, review, and storage Operations managers who require approval workflows and centralized record-keeping What problem is this workflow solving? Manually processing invoices is time-consuming, error-prone, and often lacks structure. This workflow solves those challenges by:

Convert Venmo statement CSV file to QuickBooks CSV import

Say goodbye to manual Venmo-to-QuickBooks formatting! This automated workflow transforms raw Venmo CSV exports into QuickBooks-ready files and backs them up seamlessly to Google Drive or Dropbox. ⚙️ What This Workflow Does: 📤 1. Accepts a Venmo CSV Upload — Triggers on form submission to upload a .csv Venmo transaction file. 📂 2. Extracts Raw CSV Data — Reads the uploaded file and prepares it for processing. 🛠️ 3. Generates a Smart File Name — Dynamically names the output file using the transact

Add Stripe customers to QuickBooks

Every time a new Stripe customer is created, Make will automatically create a QuickBooks customer (provided it doesn't already exist).

Post new Instagram photos to Slack

Every time a new photo is added to Instagram, Make will automatically send that photo as a file to Slack.

Send new Typeform contacts to EngageBay

When a new form is submitted in Typeform, a new contact is created in EngageBay.