Add Stripe refunds to QuickBooks

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.

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.

Add new QuickBooks customers to Zoho CRM as contacts

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

Create opportunities in Salesforce from new Stripe charges

This scenario instantly receives new charges from Stripe and creates opportunities in Salesforce automatically.

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.

Automated post-purchase product delivery & upsell with Jotform, GDrive, Gemini

Explanation video: Workflow Overview This automation handles what happens right after a customer makes a purchase on your online form. It automatically shares a document with them, records the sale in a spreadsheet, uses AI to write a personalized thank-you email, and then sends it to their inbox. Prerequisites Before you can use this workflow, you'll need to have a few things set up and ready: 1. A Configured JotForm You need an active JotForm account with a form that is set up to sell a produ

Save new Telegram files to FileCloud

Every time a new file is posted to your Telegram channel, Make will automatically save that file to a FileCloud folder you specify.

Create Wave expenses from new Splitwise expenses

Every time a new expense is created in Splitwise, Make will automatically create a record for it in Wave accounting.