Upload QuickBooks invoices to Zoho CRM contacts

Expense organizer with Google Drive routing and Gemini AI entity detection

Who's it for This workflow is perfect for individuals, small businesses, or households who need to: - Automatically process and categorize expense receipts - Extract structured data from invoices and receipts using AI - Store receipts in multiple locations (Google Drive and S3) - Send automated email notifications with expense details - Send documents to accounting systems via email hooks How it works This comprehensive expense processing workflow combines AI-powered document analysis with autom

Create QuickBooks invoice from Plumsail Forms submission

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

Create a QuickBooks invoice from a PayPal invoice

Every time a PayPal invoice is created, Make will automatically create a QuickBooks invoice.

Create a QuickBooks refund receipt when a Shopify refund is created

Every time a new Shopify refund is created, Make will automatically create a QuickBooks refund receipt. The template assumes you have products/items and customers synchronized between Shopify and QuickBooks. You can achieve that with following Make templates: [product/items](https://www.integromat.com/en/integration/5013-create-a-quickbooks-item-when-a-new-shopify-product-is-added), [customers](https://www.integromat.com/en/integration/5020-create-a-quickbooks-customer-from-a-new-shopify-custom

Extract structured invoice data from JotForm PDFs with GPT-4.1-mini & Sheets

Who this is for This workflow is designed for Finance teams, accounting professionals, and automation engineers. Use Case: Automates processing of invoice submissions received via JotForm. Core Function: Extracts structured data such as: Invoice number Client information Totals and tax amounts Line items or services Key Benefit: Eliminates manual data entry, saving time and reducing human error. Automation Goal: Streamline document handling with AI-powered PDF parsing and structured o

Create Citrix ShareFile folders for new QuickBooks customers

Every time a new customer is created in QuickBooks, Make will automatically create a new folder in Citrix ShareFile.

Send new leads from Pipedrive to Facebook Conversions API

When a new lead is created in Pipedrive CRM, a new event “lead” is sent to Facebook Conversions API. Since it is not triggered instantly, the scenario is scheduled. Therefore all retrieved records are sent in an array at once.

Create Trello cards from new Telegram messages

Automatically add a new card to a Trello board every time there is a new Telegram message.