Create Xero invoices from new Magento orders

Add a Mailigen subscriber from a new Xero contact

Add a Mailigen subscriber from a new Xero contact

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:

Create Xero Projects tasks for new tasks in Asana

Every time a new task appears in your Asana, Make will crate a task in Xero Projects.

Create a Xero invoice from new Beds24 booking.

Every time you get a new Beds24 booking, a new Xero invoice will be created for the customer.

Add new Xero contacts to Shopify as customers

Every time a new contact is created in Xero, Make will automatically create a new customer in Shopify.

Add Sendlane contacts for new Xero contacts

Make will watch your Xero contacts at regular intervals and add them to your Sendlane.

Create Agile CRM contacts from Shopify customers

Use this template to automatically create an Agile CRM contact when a new Shopify customer is created.

Add your Mailchimp subscribers to Salesmachine as contacts

Make will watch for new Mailchimp subscribers at regular intervals and add them to Salesmachine as contacts.