easybill Make integrationAutomate easybill with Make.

Cancel a Document voids an existing easybill document from inside your scenario, so a cancellation decided elsewhere shows up in your books too.

Complete a Document moves a draft to its completed state in easybill, the step you would otherwise click through by hand once the content is final.

Create a Customer adds a brand new customer record to easybill using data mapped from an earlier module, such as a signed quote form or a CRM deal.

Create a Customer Group sets up a new group in easybill, giving you a container to sort customers by segment, region or contract type.

Create a Document opens a new document in easybill from data your scenario already has, which saves you from rebuilding the same header by hand each time.

Create a Document Payment books a payment against a document in easybill, so what your payment provider already knows lands on the invoice too.

Create an Invoice Item adds one line to an easybill invoice, the building block for documents whose content comes from a cart or a timesheet.

Create a Project opens a project in easybill so that tasks and documents for one engagement can live together from day one.

Create a Task drops a to-do into easybill, filled with whatever your scenario knows at that point: a customer, an amount, a document.

Delete a Customer removes a customer from easybill for good, which is handy when your source of truth has already dropped them.

Delete a Customer Group clears out a group you no longer use, keeping the easybill group list as tidy as the segments in your other tools.

Delete a Document removes a document from easybill. Cancel a Document is the other way out, when the document should be voided rather than removed.

Delete a Document Payment removes a payment booked on a document, undoing a record that should never have been there.

Delete an Invoice Item takes one line off an invoice while leaving the rest of the document untouched.

Delete a Project removes an easybill project once the engagement it tracked has no reason to exist in your records anymore.

Delete a Task clears a to-do from easybill when the work it described is no longer needed.

Get a Customer fetches the full record of one customer, giving later modules everything easybill knows about that person or company.

Get a Customer Group reads the details of one group, so your scenario can make decisions based on the segment a customer sits in.

Get a Document pulls one easybill document into the scenario with all its content, ready to be copied, checked or sent elsewhere.

Get a Document Payment reads a single payment recorded on a document, so you can check it before anything else happens.

Get an Invoice Item reads one line of an invoice on its own, handy when a single line matters more than the whole document.

Get a Project reads one easybill project, letting later steps use its details without anyone looking them up.

Get a Task reads a single to-do from easybill, giving your scenario its current state before it decides what to do next.

Make an API Call lets your scenario reach any endpoint of the easybill API with the connection you already set up, covering what the dedicated modules leave out.

Send a Document delivers an easybill document to its recipient, which closes the loop on a document your scenario just prepared.

Update a Customer changes an existing customer in easybill, so a new address or contact detail entered elsewhere reaches your billing too.

Update a Customer Group edits an existing group, keeping its details in line with the segment it mirrors in your other tools.

Update a Document edits a document already in easybill, useful when the data behind it changes after creation.

Update an Invoice Item corrects one line of an invoice without touching the others, so a price or quantity fix stays surgical.

Update a Project refreshes an easybill project so its details follow what happens in the tool where your team actually manages the work.

Update a Task changes a to-do that already exists in easybill, so progress made elsewhere shows up where your billing team looks.

List Contacts brings back the contacts easybill holds, each as a separate bundle, so you can copy or check them in bulk.

List Customer Groups returns every group defined in easybill, a quick way to see your segments from inside a scenario.

List Documents returns a set of easybill documents as separate bundles, so the rest of the scenario can handle them one after another.

List Invoice Items returns invoice lines as individual bundles, giving you line-level data without opening each document.

List Projects gives you the easybill projects as a series of bundles, a starting point for overviews and lookups.

List Tasks pulls the to-dos stored in easybill, one bundle per task, so you can review or move them in a single run.

Search Customers looks through your easybill customers and returns the matches, so a scenario can tell whether someone already exists.

Search Document Payments finds payments recorded in easybill and returns each match as a bundle, useful for reconciliation work.