Resources · Make integration

FreeFinance v2 Make integrationAutomate FreeFinance v2 with Make.

Can Make fill in your FreeFinance v2 books without copy and paste? The FreeFinance v2 Make integration gives you 10 action modules for customers, invoices, payments, credit memos and documents. This page shows you how to connect your account and build a first scenario that writes to FreeFinance v2 on its own.

Try the FreeFinance v2 integration on MakeSee the 10 modules

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What you can automate

What can the FreeFinance v2 Make integration do for you?

The FreeFinance v2 Make integration lets a Make scenario, the automation you build in Make, create and update records in FreeFinance v2 for you. It works through action modules: each one does a single job, such as adding a customer or recording a payment, with data that comes from another app.

Customers that never need retyping. When a deal closes in your CRM or a form comes in, Create a new customer adds the contact to FreeFinance v2, and Update a customer keeps the record in line when details change later.

Invoices issued from the sale itself. An order in your shop can flow straight into Create an invoice (INV) or Create an invoice (CBI), then Create a payment (INV) or Create a payment (CBI) marks the money as received once your payment tool confirms it. A refund goes the other way, through Create a credit memo.

Paperwork filed where your accountant looks. Upload a document sends a receipt or a contract into FreeFinance v2, so the file sits next to the booking instead of in someone's inbox.

One thing to know up front: FreeFinance v2 has no trigger in Make, so it cannot start a scenario by itself. Another app, or Make's own schedule, has to kick things off. The official documentation is also marked as limited, which is why the Make troubleshooting guide is worth keeping open during your first test. If you are still choosing a platform, the n8n vs Make comparison lays out the differences, and our Make review covers the editor in depth.

Connect

How do you connect FreeFinance v2 to Make?

  1. 01

    Add a FreeFinance v2 module

    In your scenario, search for FreeFinance v2, pick any of its modules and click Create a connection. A connection is your FreeFinance v2 account linked to Make once, then reused by every module of the app.

  2. 02

    Name it and authorize Make

    Give the connection a name if you like, which helps when you manage several companies. Then either approve access on the FreeFinance v2 page that opens, or paste the key FreeFinance v2 gives you, depending on what the screen asks for.

  3. 03

    Save and reuse

    Click Save. From now on, every FreeFinance v2 module in any scenario can pick this connection from its list, so you only go through the authorization once.

First scenario

Build your first scenario with FreeFinance v2

GoalWhen a new order arrives in another app, Make creates the customer in FreeFinance v2 and then issues the invoice.

  1. 01

    Start a new scenario

    Open the Scenarios page, create a new scenario and click the +. The first module is the app where orders appear, since FreeFinance v2 has no trigger of its own.

  2. 02

    Add Create a new customer

    Click the + to the right of the first module, search for FreeFinance v2 and pick Create a new customer. Choose your connection, then map the buyer's details from the order.

  3. 03

    Chain the invoice

    Add Create an invoice (INV) after it. Map the customer returned by the previous module and the order lines, so each invoice lands on the right account.

  4. 04

    Test with Run once

    Click Run once and place a test order. Open each module's bubble to read the bundle it received, that is the item passed along, and check the customer and invoice in FreeFinance v2.

  5. 05

    Schedule and switch on

    Set the schedule on the first module (every 15 minutes by default) and switch the scenario on. Each module run counts as one operation on your Make plan.

Modules

Every FreeFinance v2 module in Make

FreeFinance v2 gives you 10 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

FreeFinance v21

Create a credit memo

ActionIn the docs only

Records a credit memo in FreeFinance v2, so a refund or a cancelled sale shows up in your books without a manual entry.

When to use it
place it after the step in your shop or payment tool that confirms a refund, and map the amount and customer from there.
Watch out
the documentation gives no detail on this module, so test it with Run once on a single case before letting it run on real refunds.
FreeFinance v22

Create a new customer

ActionIn the docs only

Adds a customer record to FreeFinance v2 from data another app already holds, which saves you from retyping names and addresses.

When to use it
right after a deal is won in your CRM or a signup form is submitted, before any invoice module that needs that customer.
Watch out
run it for someone already in FreeFinance v2 and you may end up with two records; use Update a customer for people you already know.
FreeFinance v23

Create a payment (CBI)

ActionIn the docs only

Books a payment in FreeFinance v2 under the CBI variant, so a settled amount is recorded as soon as another tool confirms it.

When to use it
pair it with Create an invoice (CBI) when that is the invoice type you issue, after your payment tool reports the money in.
Watch out
the documentation does not explain what CBI stands for; check in FreeFinance v2 which variant matches your setup before you choose between CBI and INV.
FreeFinance v24

Create a payment (INV)

ActionIn the docs only

Records an incoming payment in FreeFinance v2 under the INV variant, so nobody has to enter it by hand once the money is in.

When to use it
after a transfer or card payment is confirmed elsewhere, when your invoices were created with Create an invoice (INV).
Watch out
the documentation does not say how INV and CBI relate; our advice is to keep invoice and payment on the same variant and check the result with Run once.
FreeFinance v25

Create an invoice (CBI)

ActionIn the docs only

Issues an invoice in FreeFinance v2 through the CBI variant, turning a sale recorded in another app into a proper billing document.

When to use it
when the CBI variant is the one your FreeFinance v2 account works with, placed after the module that creates or finds the customer.
Watch out
Make's documentation lists no fields for it, so open the module after connecting and let Make show you what it expects.
FreeFinance v26

Create an invoice (INV)

ActionIn the docs only

Creates an INV invoice in FreeFinance v2 straight from an order, a signed quote or a finished project in another tool.

When to use it
as the billing step of a sales flow, chained after Create a new customer so the invoice points to the right account.
Watch out
an invoice is a legal document once issued; run the scenario with Run once on a test order and check the result in FreeFinance v2 first.
FreeFinance v27

Get a customer and tax mappings

ActionIn the docs only

Reads a customer from FreeFinance v2 along with the tax mappings tied to it, so the next modules can reuse that data instead of guessing it.

When to use it
just before an invoice or credit memo module, when you want the tax information already stored in FreeFinance v2 to drive the document.
Watch out
it only reads; nothing changes in FreeFinance v2 until a later module writes something.
FreeFinance v28

Make an API call

ActionIn the docs only

Calls any endpoint of the FreeFinance v2 API with the connection you already set up, which covers what the nine other modules leave out.

When to use it
when you need an action that has no module of its own, such as a lookup the list above does not offer.
Watch out
you have to know the endpoint and its format from the FreeFinance v2 API, since Make's documentation for this app is limited.
FreeFinance v29

Update a customer

ActionIn the docs only

Changes an existing customer in FreeFinance v2, so a new address or contact person in your CRM carries over to your billing records.

When to use it
when a contact is edited in the tool your sales team lives in, and you want FreeFinance v2 to follow.
Watch out
the module needs to know which customer to change; map the identifier from Get a customer and tax mappings or from where the customer was created.
FreeFinance v210

Upload a document

ActionIn the docs only

Sends a file into FreeFinance v2, so receipts, contracts or supplier bills stop piling up in inboxes and shared drives.

When to use it
when an email attachment or a file dropped in cloud storage should end up in your accounting, with the file mapped from the earlier module.
Watch out
on the Make Free plan, files are capped at 5 MB, so check the size of large scans before sending them.
Need help

Need help automating FreeFinance v2 with Make?

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FAQ

FreeFinance v2 and Make: common questions

01Is the FreeFinance v2 Make integration free?
Yes, FreeFinance v2 is a standard app in Make, so it works on the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans bring the interval down to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations, one per module run on one bundle. Your FreeFinance v2 subscription is a separate matter.
02What do you need to connect FreeFinance v2 to Make?
A FreeFinance v2 account and a Make account are enough, since Make's documentation lists no other prerequisite. You add any FreeFinance v2 module, click Create a connection, optionally name it, then either authorize Make on the FreeFinance v2 page or paste the key the app provides, and click Save. The documentation for this app is marked as limited, so if the screen asks for something unexpected, the FreeFinance v2 side is the place to look.
03Does FreeFinance v2 trigger Make scenarios in real time?
No, FreeFinance v2 has no trigger module in Make, scheduled or instant, so it cannot start a scenario on its own. You start the scenario from another app, for example your shop or CRM, and FreeFinance v2 modules come after it. The other option is Make's own scheduling: the clock on the first module runs the scenario every 15 minutes by default, or every minute at best on a paid plan.
04What if a FreeFinance v2 module is missing in Make?
It depends on the action, but the Make an API call module is the usual answer. It reaches any endpoint of the FreeFinance v2 API with the connection you already have, so you are not limited to the nine ready-made modules. You do need the endpoint details from FreeFinance v2 itself, because Make says its documentation for this app is limited for lack of public information. Test the call with Run once before relying on it.
05Should you use Make or n8n for FreeFinance v2?
It depends on what each tool offers for this app on the day you build. In Make, FreeFinance v2 comes with 10 action modules covering customers, invoices, payments, credit memos and documents, plus a generic API call, but no trigger. Many apps also have an n8n node, so check whether one exists for FreeFinance v2 and compare which actions it covers. Pick the platform whose modules match the flow you have in mind.
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