Automatically Save Qonto Invoices to Google Drive with Make – Step-by-Step Guide + Workflow

The automation starts with Qonto’s Watch Updated Transaction module. You’ll need to enter your Qonto IBAN and set the limit to 1 transaction per run. This module can be scheduled to run at regular intervals (hourly, daily, etc.), depending on your preferences, as shown in the image beside.

Next, a filter is applied to check whether the Qonto transaction includes an attachment—specifically, an invoice. The scenario only continues if an invoice is actually present, as shown in the screenshot.

At this stage, the Get an Attachment module from Qonto is used. You provide it with the Attachment ID from the previous transaction step to retrieve the exact invoice.

Once the attachment is retrieved, the HTTP Get a File module is used to download the invoice using the URL previously provided by Qonto.

Next, you create a variable called transaction date using the Set Variable module. Define this variable with the following formula: formatDate(date; "MMM YYYY"), which clearly formats the transaction date.

Using Google Drive’s Search for File or Folder module, search within your specified directory (e.g., example “facturation” folder) for a folder named exactly after the transaction date variable created earlier. Enable “search for exact term” and limit the results to 1.

Next comes a router that splits the scenario into two paths based on whether the Google Drive folder already exists. The current filter checks if the folder with the specific date does not exist yet.

In this case, you use Google Drive’s Create Folder module to create a new folder inside your base directory, named exactly after the transaction date defined earlier.

Next, inside the newly created date folder, you use the Create Folder module again to add a subfolder named credit, setting the date folder as its parent directory.

Using the Create Folder module again, you also create another subfolder named debit within the same parent date folder.

The first path after a new router: apply a filter to select only debit transactions from Qonto, as shown in the screenshot.

The second path: apply a filter to select only credit transactions from Qonto, as shown in the corresponding image.

For a debit transaction, use Google Drive’s Upload a File module. Set the target folder as the debit subfolder you just created, and upload the file retrieved earlier via the HTTP module.

Similarly, for a credit transaction, use the Upload a File module again—this time selecting the credit subfolder as the destination, and uploading the same file retrieved via the HTTP module.

Now, let’s go back to the case where the date-named folder already exists (filter: "total number of bundles = 1"). This path is clearly illustrated in the corresponding image.

In this alternate path, apply a debit filter to select only transactions of this type when the date folder already exists.

Next, apply a credit filter to select only transactions of this type within the same alternate path, when the date folder already exists.

For debit transactions, use Google Drive’s Search for File or Folder module to specifically locate the debit subfolder inside the existing date folder.

Once the folder is found, use Google Drive’s Upload a File module to upload the invoice directly into the existing debit subfolder.