Abby Make integrationAutomate Abby with Make.
Can Make feed your sales straight into Abby? Yes. The Abby Make integration gives you 24 action modules for contacts, quotes, invoices, products and tasks. It suits anyone who bills in Abby while customer data lives in other tools. Below, you link your account and build a first scenario.
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What can the Abby Make integration do for you?
The Abby Make integration links your Abby account to Make, a no-code tool where you build a scenario, meaning an automation made of modules chained one after another. A module is one brick of that chain. All 24 Abby modules are actions: they create, update or retrieve something in Abby, such as a contact, an invoice or a task.
Invoices that draft themselves. When a deal closes in your CRM, Créer une facture en brouillon opens the invoice and Ajouter des lignes à une facture fills it with what was sold. You review the draft, then Finaliser une facture completes it.
A client file kept in sync. A signup from your website form becomes a company with Créer une nouvelle organisation and a person with Créer un nouveau contact d'organisation, then a project and its first to-do with Créer un projet and Créer une tâche.
Payments recorded without a click. When your payment tool reports a settled payment, Marquer une facture comme payée updates Abby and Créer une entrée dans le livre de recettes records the income.
What Make does not do here: Abby has no trigger, so nothing inside Abby can start a scenario on its own. The first module comes from another app, or the scenario runs on its schedule. The Make documentation for Abby is also an AI-generated summary that asks you to verify important details with Abby. To learn the editor, see the Make training; to weigh the two tools, read n8n vs Make; to hand the build over, there is the Make agency.
How do you connect Abby to Make?
- 01
Open an Abby module
In a scenario, click the + and search for Abby. Pick any Abby module, Créer un nouveau contact for instance, then click Create a connection. A connection is your Abby account linked to Make once and reused by every Abby module afterwards.
- 02
Create an API key in Abby
In Abby, go to Settings, then Integrations, and click the button that creates a new API key. Give it a name if Abby asks for one, then copy the key displayed in the window that opens.
- 03
Paste the key and confirm
Back in Make, you can type a label in Connection name so you recognize it later; it is optional. Paste the API key, or follow the instructions on screen, and confirm. Make can now act in your Abby account.
Your first scenario: from new customer to draft invoice
GoalWhen a new customer arrives through another app, Make creates the contact in Abby and opens a draft invoice for them.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to add the first module. Abby has no trigger, so start with the trigger of the app where your new customers show up.
- 02
Add Créer un nouveau contact
Click the + on the right of that first module, search for Abby and pick Créer un nouveau contact. Click Create a connection, link your account as above, then map the customer data from the first module.
- 03
Add the draft invoice
With another +, add Créer une facture en brouillon. Map the contact the previous module just created, so the draft is attached to the right customer and waits in Abby for your review.
- 04
Test with Run once
Click Run once. Make runs the scenario one time; open each module to read the bundle it received, meaning the item handed from one module to the next, here your new customer.
- 05
Schedule and switch on
Set the schedule on the first module: a new scenario runs every 15 minutes by default, which is also the shortest interval on the Free plan. Then switch the scenario on.
What each Abby module does
Abby gives you 24 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Ajouter des lignes à un document de facturation
- Ajouter des lignes à une facture
- Créer un devis / bon de commande en brouillon
- Créer un nouveau contact
- Créer un nouveau contact d'organisation
- Créer un produit
- Créer un projet
- Créer une entrée dans le livre de recettes
- Créer une facture en brouillon
- Créer une nouvelle organisation
- Créer une tâche
- Faire un appel API
- Finaliser une facture
- Marquer une facture comme payée
- Mettre à jour le titre d'un document de facturation
- Mettre à jour les informations temporelles d'une facture
- Modifier les informations générales d'une facture
- Modifier tâche
- Nouvel événement
- Récupérer les documents de facturation
- Récupérer mes contacts
- Récupérer mes organisations
- Récupérer mes produits
- Télécharger un document de facturation
Ajouter des lignes à un document de facturation
ActionIn the docs onlyLine items land on a billing document that already exists in Abby, for instance the draft quote your scenario opened a step earlier, straight from the data the scenario carries. Nobody retypes the products one by one.
Ajouter des lignes à une facture
ActionIn the docs onlyYour invoice gets its content here: the module writes the lines of a sale onto an Abby invoice from what earlier modules passed along, which ends the copy and paste between your sales tool and Abby.
Créer un devis / bon de commande en brouillon
ActionIn the docs onlyA draft quote or order form appears in Abby without you opening the app, ready to review before it reaches the prospect.
Créer un nouveau contact
ActionIn the docs onlyEvery new customer coming from another app becomes an Abby contact, so your billing records stop depending on manual entry.
Créer un nouveau contact d'organisation
ActionIn the docs onlyPeople who work for a client company get attached to that company in Abby, so you always know who to address inside the organization.
Créer un produit
ActionIn the docs onlyYour Abby catalog grows from the place where products are born, such as a store back office or a spreadsheet, instead of being typed a second time.
Créer un projet
ActionIn the docs onlyA project opens in Abby the moment a deal is won elsewhere, giving the client job its own entry without anyone setting it up by hand.
Créer une entrée dans le livre de recettes
ActionIn the docs onlyIncome gets written into the livre de recettes, Abby's income ledger, each time money comes in through another tool, which keeps the ledger complete without manual bookkeeping.
Créer une facture en brouillon
ActionIn the docs onlyStarting an invoice becomes a step Make handles for you: the module opens a draft in Abby for the right customer, and you keep the final say before it goes out.
Créer une nouvelle organisation
ActionIn the docs onlyClient companies get their own record in Abby, built from the data your CRM or signup form already holds, with no second round of typing.
Créer une tâche
ActionIn the docs onlyTo-dos appear in Abby at the right moment, so follow-ups such as sending a contract or calling a client are no longer left to memory.
Faire un appel API
ActionIn the docs onlyAnything the ready-made modules leave out can still be reached: judging by its name, this module sends a request of your own to the Abby API, reusing the connection you already set up.
Finaliser une facture
ActionIn the docs onlyOnce a draft is right, this module turns it into a finished invoice in Abby, the step that comes after your review.
Marquer une facture comme payée
ActionIn the docs onlyPaid status follows the money: when a payment is confirmed somewhere else, Abby shows the invoice as paid and your reminders stay accurate.
Mettre à jour le titre d'un document de facturation
ActionIn the docs onlyRenaming a quote or an invoice in Abby no longer means opening it: the scenario rewrites the title of an existing billing document for you.
Mettre à jour les informations temporelles d'une facture
ActionIn the docs onlyDates on an invoice can move without a manual edit: this module updates the time information of an Abby invoice when the schedule of a job shifts.
Modifier les informations générales d'une facture
ActionIn the docs onlyGeneral details of an invoice get corrected from your scenario rather than by hand, which keeps Abby aligned with the tool where the deal is managed.
Modifier tâche
ActionIn the docs onlyExisting tasks in Abby stay current, because the scenario edits them instead of piling up new ones.
Nouvel événement
ActionIn the docs onlyEvents can be added to Abby from outside, as the module name says. The doc gives no description, so the exact kind of event it creates is worth confirming on your own account.
Récupérer les documents de facturation
ActionIn the docs onlyBilling documents come back from Abby into your scenario, so the following modules can read them, compare them or act on one of them.
Récupérer mes contacts
ActionIn the docs onlyPulling your contact list out of Abby lets the scenario see who already exists before creating anyone new.
Récupérer mes organisations
ActionIn the docs onlyCompanies already stored in Abby are read into Make here, which hands the next modules the organization they should attach a person or a document to.
Récupérer mes produits
ActionIn the docs onlyYour Abby catalog becomes data the scenario can read, handy to match what a customer ordered with a product you already sell.
Télécharger un document de facturation
ActionIn the docs onlyA quote or an invoice leaves Abby as a file your scenario can pass on, going by the module name, for instance to cloud storage or an email module.
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