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ABRA FlexiBee Make integrationAutomate ABRA FlexiBee with Make.
Can Make read, write and tidy up your ABRA FlexiBee records for you? The ABRA FlexiBee Make integration gives you 18 action modules, from record edits to bank statement imports. This guide walks you through the connection, a first scenario and what each module is for.
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What does the ABRA FlexiBee Make integration do?
The ABRA FlexiBee Make integration links your FlexiBee company to Make, a no-code tool where you build a scenario, meaning an automation made of modules chained together. Each module is one brick: here, 18 actions that search, create, edit, lock or cancel records, and handle attachments and labels.
Keep records in sync with another tool. When a form or a shop sends new data, Upravit/vytvořit záznam writes it into FlexiBee, and Přidat štítky tags the result so your team spots it. The trigger comes from the other app, since FlexiBee has no trigger module in Make.
File documents where they belong. Nahrát přílohu attaches a file to a record, and Načíst přílohy fetches the files already there, for instance to copy them into shared storage.
Freeze what has been checked. Zamknout záznam and Odemknout záznam let a scenario lock a record once it is checked, and reopen it on purpose.
What Make does not give you here: official descriptions. The Make documentation states that it is limited for ABRA FlexiBee, and the module names stay in Czech. Test every module with Run once before you trust it. The Make troubleshooting guide helps when a run fails, and the Make training covers the editor from scratch.
Weighing another tool? The n8n vs Make comparison lays out the criteria side by side.
How do you connect ABRA FlexiBee to Make?
- 01
Add a FlexiBee module
In a scenario, click the +, search for ABRA FlexiBee and pick any of its modules. The connection, your FlexiBee account linked to Make, is created from there and then reused by every FlexiBee module.
- 02
Create and name the connection
Click Create a connection. Giving it a name is optional, but a clear one, such as the company it points to, saves guesswork later when several scenarios share it.
- 03
Authorize and save
Depending on what the window asks, either approve Make on the ABRA FlexiBee page or paste the access details FlexiBee gives you. Then click Save, and Make can start listing what it reads.
Your first scenario with ABRA FlexiBee
GoalWhen the scenario runs on its schedule, Make searches a FlexiBee register and updates each record it finds.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to place the first module. Since FlexiBee has no trigger, this first brick is a search.
- 02
Add Hledat v evidenci
Search ABRA FlexiBee, pick Hledat v evidenci and select your connection. Fill the fields; once connected, Make lists what it can read from your company.
- 03
Chain Upravit záznam
Click the + on the right, add Upravit záznam and map the record found by the search. Each bundle, meaning one record passed along, gets its own edit.
- 04
Test with Run once
Click Run once. The scenario runs one time and shows the bundles each module received, so you can check the right records changed before going further.
- 05
Schedule and switch on
Open the clock on the first module: a new scenario runs every 15 minutes by default. Adjust it, then switch the scenario on. Every module run counts as one operation on your plan.
What can ABRA FlexiBee do in Make?
ABRA FlexiBee gives you 18 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Hledat v evidenci
- Make an API Call
- Nahrát přílohu
- Načíst detail záznamu
- Načíst přílohy
- Načítání bankovních výpisů
- Odemknout záznam
- Přidat záznam
- Přidat štítky
- Sledovat změny v evidenci
- Sledovat změny v evidenci (webhook)
- Smazat záznam
- Spustit aktualizaci informací o firmách
- Spustit načtení bankovních výpisů
- Storno záznamu
- Upravit záznam
- Upravit/vytvořit záznam
- Zamknout záznam
Hledat v evidenci
ActionIn the docs onlyFinds records in one of your FlexiBee registers, which is what the Czech name says: search in a register. Make lists it as an action, with no official description.
Make an API Call
ActionIn the docs onlyCovers anything the other modules of the list leave out: it calls any endpoint of the FlexiBee API, reusing the same connection, so you never set up access twice.
Nahrát přílohu
ActionIn the docs onlyPuts a file onto a FlexiBee record; the name means upload an attachment. A signed delivery note or a supplier PDF lands where your accountant looks for it.
Načíst detail záznamu
ActionIn the docs onlyGives you the full content of a single record whose identifier you already have; the Czech name reads load record detail. Useful when the next module needs more than a search returns.
Načíst přílohy
ActionIn the docs onlyBrings back the files attached to a record, so a scenario can pass them on; the name reads load attachments. It is the reverse of Nahrát přílohu.
Načítání bankovních výpisů
ActionIn the docs onlyRelates to reading bank statements into FlexiBee, going by its Czech name. Make offers no official description for it, so what it returns is best checked on a test run.
Odemknout záznam
ActionIn the docs onlyReopens a record that was locked, so it can be edited again; odemknout means unlock. It pairs with Zamknout záznam.
Přidat záznam
ActionIn the docs onlyCreates a brand-new record in the register you choose; přidat záznam means add a record. A new customer, a new order, whatever the register holds.
Přidat štítky
ActionIn the docs onlyTags a record with labels (štítky), which makes documents handled by Make easy to filter inside FlexiBee afterwards.
Sledovat změny v evidenci
ActionIn the docs onlyDeals with watching changes in a register, according to its name, yet Make classes it as an action and not as a trigger, so it does not start a scenario by itself.
Sledovat změny v evidenci (webhook)
ActionIn the docs onlyCarries the word webhook in its name, which suggests FlexiBee change notifications, but Make lists it as an action with no description, and no badge confirms it as an instant trigger.
Smazat záznam
ActionIn the docs onlyRemoves a record from FlexiBee for good; smazat means delete. Handy to clear test entries or drafts that another tool cancelled.
Spustit aktualizaci informací o firmách
ActionIn the docs onlyAsks FlexiBee to refresh the information it holds about companies; the name reads start an update of company information. You get fresher partner data without opening each card.
Spustit načtení bankovních výpisů
ActionIn the docs onlyLaunches the import of bank statements in FlexiBee, going by its Czech name, so bookkeeping gets fresh payments without anyone clicking the import button.
Storno záznamu
ActionIn the docs onlyCancels a record the way accounting expects, since storno is the Czech term for a cancellation, while keeping a trace of it, unlike a delete.
Upravit záznam
ActionIn the docs onlyChanges fields of a record that already exists; upravit means edit. A change made in another tool carries over without anyone touching FlexiBee.
Upravit/vytvořit záznam
ActionIn the docs onlyEdits the record when it exists and creates it when it does not; the name reads edit or create. One module instead of a search plus a branch.
Zamknout záznam
ActionIn the docs onlyLocks a record so it can no longer be edited by mistake; zamknout means lock. A checked invoice stays as it is.
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