Generate and send a signNow signing link when Infusionsoft (Keap) opportunity stage changes

Create a new issue in Redmine from a new email

This template regularly checks for new emails in your mailbox and uses the retrieved information to create a new issues in Redmine. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking on the clock icon on the first module.

Create Infusionsoft contacts from new Acuity Scheduling appointments

Every time a new appointment is scheduled in Acuity Scheduling, Make will automatically create a new contact in Infusionsoft.

Create Aha! idea for new emails

Every time a new email is received, Make will automatically create an idea in Aha!.

Send an opportunity from RD Station to Infusionsoft

Every time an opportunity is created in RD Station Marketing, Make will automatically send it to Infusionsoft, creating or updating a Contact so you can add it to your sales funnel.

Send overdue Wave invoices to customers

Easily send overdue Wave invoices to clients, improving payment collection and maintaining strong customer relationships with prompt invoice reminders.

Add tags to Infusionsoft (Keap) contacts when a signNow document is completed

Every time a signNow document is completed, Make will automatically add a tag to Infusionsoft (Keap) contact.

Trigger new articles in Airtable for RSS feeds

Automatically update Airtable records with new articles from your favorite RSS feeds, ensuring your database stays current with the latest content.

Transfer Lexware invoice status changes to update KlickTipp segments

This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date. When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp. If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”