Resources · Make integration

Bind ERP Make integrationAutomate Bind ERP with Make.

Can Make react when a new quote, invoice or prospect appears in Bind ERP? Yes: the Bind ERP Make integration offers 13 modules, including 5 scheduled triggers. This guide is for sales and operations teams, and it walks you from the API key to a first working scenario.

Try the Bind ERP integration on MakeSee the 13 modules

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What you can automate

What does the Bind ERP Make integration do?

The Bind ERP Make integration links your Bind ERP account to Make, a no-code tool where you build a scenario (the automation itself, a chain of modules). Each module is one brick: a trigger that watches Bind ERP, an action that writes to it, or a search that reads from it. You connect once with an API key and reuse that link everywhere.

Never let a new lead go cold. Watch New Prospect picks up every prospect added in Bind ERP, and Create an Activity logs the follow-up task for the sales rep in the same account, so nobody has to remember it.

Tell the right people about money coming in. Watch New Invoice and Watch New Quote hand each new document to the next module, for example a message to the finance channel of another app, or a row in a shared sheet.

Keep your prospect list tidy. List Prospects returns the records you ask for, then Update a Prospect or Delete a Prospect acts on each one. Delete cannot be undone, so test with Run once before switching anything on.

Be realistic about the scope: the listed modules cover prospects and activities for writing, and invoices, quotes and products only through the watch triggers. For anything else, Make an API Call reaches the Bind ERP API with the same connection. If you are still choosing a tool, read the n8n vs Make comparison, and check Make pricing before you plan several active scenarios. The team also runs a Make training for people who want to build these flows on their own.

Connect

How do you connect Bind ERP to Make?

  1. 01

    Generate your Bind ERP API key

    In Bind ERP, click your username in the top right corner, open Profile, then the Integrations tab. Type your password when asked, click Generate API Key and copy the key shown on screen.

  2. 02

    Add a Bind ERP module in Make

    Open your scenario in Make, add any Bind ERP module and click Create a connection. A connection is your Bind ERP account linked to Make once, then reused by every Bind ERP module you add later.

  3. 03

    Paste the key and save

    Give the connection a name in the Connection name field if you like, something like the company it belongs to. Paste the API key you copied, then follow the on-screen instructions to finish the connection.

First scenario

Build your first scenario with Bind ERP

GoalWhen a new prospect appears in Bind ERP, Make logs a follow-up activity in Bind ERP.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big + to place the first module. Search for Bind ERP and pick Watch New Prospect.

  2. 02

    Connect the trigger

    Click Create a connection, paste your API key and save. Then fill in the trigger settings; once the connection exists, Make can read your Bind ERP data to help you.

  3. 03

    Add the follow-up activity

    Click the + on the right of the trigger and add Create an Activity. Map the prospect details from the first module into its fields so each activity names the right lead.

  4. 04

    Test with Run once

    Add a test prospect in Bind ERP, then click Run once. Open the bubbles above each module to read the bundle it received, one bundle per prospect, and check the activity in Bind ERP.

  5. 05

    Schedule it and switch it on

    Click the clock on the first module to set Scheduling. A new scenario checks every 15 minutes by default. Pick the interval that suits your sales team, then switch the scenario on.

Triggers

Which Bind ERP triggers can start a scenario?

5 modules start a scenario when something happens in Bind ERP. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Bind ERP as soon as it happens.

Bind ERP1Watch New Activity

Watch New Activity

triggerIn the docs only

Watch New Activity hands your scenario each activity recorded in Bind ERP, so whatever the team logs there can travel to another tool without anyone copying it by hand.

How it fires
scheduled. Make checks Bind ERP on the scenario's schedule and collects what appeared since the last check.
When to use it
when managers want a shared log of what sales reps record, outside Bind ERP.
Watch out
if your scenario itself creates activities with Create an Activity, do not watch activities in that same scenario, or it will feed itself.
Bind ERP2Watch New Invoice

Watch New Invoice

triggerIn the docs only

Watch New Invoice gives you each new invoice from Bind ERP as a bundle, the item passed from one module to the next, ready to send wherever the rest of the company needs it.

How it fires
scheduled. Make polls Bind ERP at the interval set on the scenario, not the second the invoice is created.
When to use it
when the finance team wants a note in their chat tool or a line in a tracking sheet each time an invoice goes out.
Watch out
Make offers no Bind ERP module that edits invoices; to write back, try Make an API Call.
Bind ERP3Watch New Product

Watch New Product

triggerIn the docs only

With Watch New Product, your catalog changes stop living only inside Bind ERP: each product added there becomes a bundle your scenario can pass to a shop, a sheet or a message.

How it fires
scheduled. On each run of the schedule, Make asks Bind ERP for products added since the previous check.
When to use it
when the people who sell need to know about a new reference without waiting for someone to tell them.
Watch out
it catches new products only; no Bind ERP module in Make watches edits to existing ones.
Bind ERP4Watch New Prospect

Watch New Prospect

triggerIn the docs only

Watch New Prospect is the starting point for lead follow-up: every prospect saved in Bind ERP arrives in your scenario, ready for a welcome message, an activity or a notification to the rep.

How it fires
scheduled. Make looks at Bind ERP on the scenario's schedule, every 15 minutes unless you change it.
When to use it
when leads come in through several people and nobody wants to check the list by hand.
Watch out
each prospect found costs an operation, meaning one run of one module that Make counts on your plan.
Bind ERP5Watch New Quote

Watch New Quote

triggerIn the docs only

Watch New Quote lets a scenario react to each quote created in Bind ERP, which makes it the natural place to start any follow-up on offers still waiting for an answer.

How it fires
scheduled. Make queries Bind ERP when the scenario runs, so a quote shows up at the next check rather than instantly.
When to use it
when the sales manager wants every new quote posted where the team discusses deals, or logged for later review.
Watch out
on the Free plan, 15 minutes is the shortest gap between two scheduled runs.
Modules

What can Make do in Bind ERP?

Bind ERP gives you 8 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Bind ERP1

Create a Prospect

ActionIn the docs only

Create a Prospect saves a new lead in Bind ERP from data that starts somewhere else, such as a web form, an event list or a chat conversation, so your sales pipeline fills itself.

When to use it
right after a form app sends a fresh contact into the scenario.
Watch out
to avoid a duplicate, run List Prospects first when the same person may already exist.
Bind ERP2

Create an Activity

ActionIn the docs only

Use Create an Activity to record an activity in Bind ERP from your scenario, so the follow-up is on record even when the trigger came from another tool.

When to use it
after Watch New Prospect or Watch New Quote, to give the rep a clear next action.
Watch out
map the details from the previous module, or every activity will carry the same text.
Bind ERP3

Delete a Prospect

ActionIn the docs only

Delete a Prospect removes a lead from Bind ERP for good, which keeps your list clean when a contact asks to be forgotten or turns out to be a duplicate.

When to use it
at the end of a cleanup scenario that starts with List Prospects and a filter.
Watch out
a deletion cannot be undone, so test the filter with Run once before you switch the scenario on.
Bind ERP4

Get a Prospect

ActionIn the docs only

Get a Prospect fetches the full record of one lead you already know, so later modules can reuse its details instead of the partial data that arrived with the trigger.

When to use it
when another module gave you the prospect's identifier and you need the rest of the record.
Watch out
it reads a single prospect; to go through many, pick List Prospects instead.
Bind ERP5

List Activities

SearchIn the docs only

List Activities pulls the activities stored in Bind ERP into your scenario, which is handy for a report on what the sales team logged or for checking before adding a new task.

When to use it
when you need a batch of activities to count, copy to a sheet or review.
Watch out
as a search, it can return zero, one or many bundles, and each one runs through the following modules.
Bind ERP6

List Prospects

SearchIn the docs only

List Prospects gives you several leads from Bind ERP at once, the usual first step when you want to check, update or tidy up part of your pipeline in one go.

When to use it
before Update a Prospect or Delete a Prospect, or to see whether a contact already exists.
Watch out
it can return no result at all, so plan what the scenario should do when the list is empty.
Bind ERP7

Make an API Call

ActionIn the docs only

Make an API Call covers what the listed modules leave out: it calls any endpoint of the Bind ERP API while reusing the connection you already created, with no second login.

When to use it
when you want to write an invoice, a quote or a product, which the other modules only watch, and the Bind ERP API allows it.
Watch out
you build the request yourself, so keep the Bind ERP API documentation open while you set it up.
Bind ERP8

Update a Prospect

ActionIn the docs only

Update a Prospect changes an existing lead in Bind ERP from your scenario, so a reply in another tool or a new detail from a form lands on the right record.

When to use it
when a contact already exists and only some of their details have changed.
Watch out
you must point to the prospect to change, so find it first with Get a Prospect or List Prospects.
Need help

Need help automating Bind ERP with Make?

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FAQ

Bind ERP and Make: common questions

01Is the Bind ERP Make integration free?
Yes, Bind ERP is a standard app in Make, so you can use it on the Free plan. That plan has limits: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution at most per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and remove the cap on active scenarios. You still need your own Bind ERP subscription, which Make does not cover.
02What do you need to connect Bind ERP to Make?
You need an active Bind ERP account and an API key from that account. To get the key, click your username in Bind ERP, open Profile, go to the Integrations tab, confirm your password and click Generate API Key. In Make, add a Bind ERP module, click Create a connection, paste the key and save. The connection is then shared by all 13 Bind ERP modules, so you only do this once per account.
03Do the Bind ERP triggers fire in real time?
No. The 5 Bind ERP triggers are Watch modules, which Make treats as scheduled triggers (the type is deduced from their names, the doc does not state it): Make checks Bind ERP each time the scenario runs and picks up what is new since the last check. A new scenario runs every 15 minutes by default, and that is also the shortest interval on the Free plan. Paid plans can go down to 1 minute. No instant trigger for Bind ERP appears in the Make doc, so do not count on a webhook for this app.
04What if a Bind ERP module you need is missing?
Use Make an API Call. It reaches any endpoint of the Bind ERP API with the connection you already set up, which matters here because the listed modules only write prospects and activities. Invoices, quotes and products are covered by triggers alone, so creating or editing them means trying this module, as far as the Bind ERP API allows. Keep the Bind ERP API documentation at hand, and note that the Make doc for this app flags its content as AI-generated, so check key details with Bind ERP.
05Should you use Make or n8n for Bind ERP?
It depends on the tool your team already knows. On the Make side, Bind ERP comes with 13 ready modules, a connection by API key and a Free plan to test a first scenario. The same app often has an n8n node too, so check the node list on that side before you decide. Compare what each tool offers for Bind ERP against the flows you plan, rather than picking on reputation. The comparison page linked above sets out the general differences.
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