Resources · Make integration

incwo Make integrationAutomate incwo with Make.

Tired of retyping the same client into incwo after every form or deal? The incwo Make integration gives you 29 modules: 23 actions and 6 searches over contacts, firms, leads, products, proposals and invoices. This guide connects your account and walks you through a first scenario.

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What you can automate

What can the incwo Make integration do for you?

The incwo Make integration links your incwo account to Make, a visual tool where you build a scenario: an automation made of modules, each one a single step such as creating a contact or fetching an invoice. incwo has no trigger in Make, so another app or a schedule starts the flow, and the incwo modules do the writing and reading.

Leads that file themselves. A web form or an ad platform sends a new entry, and Create a lead records it in incwo with the prospect details mapped from the form. Nobody copies anything by hand, and sales sees the lead where it already works.

Quotes built from outside data. Create a proposal opens the document, Add a proposal line fills it one line per product, and Get a proposal PDF hands the file to your email or storage app. Update proposal progress then moves it along once the client answers.

Invoices that reach accounting. Search for invoices pulls the ones you need, Get invoice PDF grabs each file, and the next module drops it in a shared folder. Create a cash deposit records money received when your bank or payment tool reports it.

A limit to know: Make says its own documentation for incwo is limited, so field details show up in the module itself once your connection exists. Anything the 29 modules skip goes through Make an API call. Weighing tools first? Read the n8n vs Make comparison, check Make pricing, or learn the editor in Make training.

Connect

How do you connect incwo to Make?

  1. 01

    Add an incwo module

    Inside a scenario, click the + and type incwo in the search box. Pick any module, for example Get a contact. The first time, Make asks for a connection: your incwo account linked once, then reused by every incwo module. Click Create a connection.

  2. 02

    Name it and authorize

    Give the connection a name if you like, such as the company it belongs to. Then follow what Make shows: either an incwo page where you allow Make access, or a field where you paste the key incwo gives you.

  3. 03

    Save and check

    Click Save. Back in the module, Make can now read your incwo data, so lists of contacts or firms appear where the module needs them. If they stay empty, the connection did not go through and needs a second try.

First scenario

Build your first scenario with incwo

GoalWhen a visitor fills in your contact form, Make creates the person in incwo and opens a lead for sales.

  1. 01

    Create the scenario

    Open the Scenarios page and create a new scenario. Click the big + and add the trigger of your form tool, since incwo itself has no trigger. Connect that app first.

  2. 02

    Add Create a contact

    Click the + on the right of the form module, search incwo and pick Create a contact. Select your incwo connection, then map the visitor's details from the form into the contact fields Make lists.

  3. 03

    Chain Create a lead

    Add one more module: incwo, Create a lead. Map the same visitor details, plus anything the form collected about the request, so sales finds a ready lead next to the new contact.

  4. 04

    Test with Run once

    Send one test entry through the form, then click Run once. Each module shows a bubble with the bundle it received, meaning the one item that passed through. Open incwo and check that the contact and the lead are there.

  5. 05

    Schedule and switch on

    On the first module, open Scheduling. A new scenario checks every 15 minutes by default; the Free plan cannot go below that. Switch the scenario on, and it runs by itself from then on.

Modules

What each incwo module does

incwo gives you 29 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

incwo1

Add a bill line

ActionIn the docs only

Adds one line to an existing incwo bill, so an invoice grows with the items your other tools report instead of being typed in by hand.

When to use it
right after Create a draft invoice, once per item coming from an order or a timesheet export.
Watch out
each line is a separate operation, the unit Make counts on your plan, so a long order uses several.
incwo2

Add a proposal line

ActionIn the docs only

Puts a product or service line into a proposal that already exists, turning an empty quote into one your client can read and approve.

When to use it
after Create a proposal, when the items come from a configurator, a spreadsheet or a deal in your CRM.
Watch out
it needs the proposal to exist first, so place it after the module that creates or finds that proposal.
incwo3

Create a cash deposit

ActionIn the docs only

Records a cash deposit in incwo, so money that arrived elsewhere shows up in your books without a manual entry by the finance team.

When to use it
when your payment tool or bank feed reports a payment and you want incwo to reflect it straight away.
Watch out
Make documents few details here, so test with Run once on a small amount before letting real payments flow.
incwo4

Create a contact

ActionIn the docs only

This one adds a person to your incwo contacts, filled with the details another app hands over, so your address book stays complete without copy and paste.

When to use it
when a form, a newsletter signup or a new customer in your shop should exist in incwo too.
Watch out
it creates a new record every time; put Search for contacts before it if the same person may come back.
incwo5

Create a draft invoice

ActionIn the docs only

Opens an invoice in draft state, a first version your team can review in incwo before the invoice is finalized there.

When to use it
when an order is confirmed or a project closes in another tool and accounting wants the invoice prepared, not sent.
Watch out
a draft is empty until you add content, so chain Add a bill line for each item you need on it.
incwo6

Create a firm

ActionIn the docs only

Registers a company in incwo, giving your contacts, proposals and invoices an organization to belong to.

When to use it
when a new B2B customer signs up, or a deal is won in your CRM and the account must appear in incwo.
Watch out
each run creates a firm, so check with Search for firms first when the source may send the same company twice.
incwo7

Create a lead

ActionIn the docs only

Logs a sales opportunity in incwo, so a prospect who raised a hand lands in the pipeline instead of in a forgotten inbox.

When to use it
when a demo request, a chat conversation or a trade show scan should become something sales follows up on.
Watch out
a lead and a contact are separate records; add Create a contact as well if you need both.
incwo8

Create a product

ActionIn the docs only

Adds an item to the incwo product catalog, which keeps proposals and invoices in line with what you actually sell.

When to use it
when a new item is published in your online store or supplier sheet and incwo should list it too.
Watch out
each run creates a new product, so pair it with Search for products when the same item may arrive twice.
incwo9

Create a proposal

ActionIn the docs only

Starts a new quote in incwo, ready to receive lines and to be sent as a PDF once complete.

When to use it
when a deal reaches the quote stage in your CRM, or when a client submits a request form with a clear scope.
Watch out
the proposal is only a shell at this point; the items come from Add a proposal line, one module run per line.
incwo10

Get a contact

ActionIn the docs only

Fetches the full record of one contact you already know, so later modules can reuse any detail stored on that person.

When to use it
when an earlier module gives you the contact ID and you need the rest of the details to write an email or update another tool.
Watch out
it needs that ID; with only a name or email, use Search for contacts instead.
incwo11

Get a firm

ActionIn the docs only

Reads everything incwo holds on one company, handy when the next step needs the account details.

When to use it
after a proposal or invoice points to a firm and you want that firm's data in an email, a document or a spreadsheet.
Watch out
without the firm's ID it cannot work; Search for firms is the right module when you start from a name.
incwo12

Get a invoice

ActionIn the docs only

Pulls the details of one invoice into your scenario, so another app can act on what incwo holds about it.

When to use it
when a payment notice or a support ticket mentions an invoice and you want its full content before replying or reconciling.
Watch out
this returns data, not the file; for the document itself, Get invoice PDF is the module to add.
incwo13

Get a lead

ActionIn the docs only

Returns one lead with all its fields, the quick way to know where an opportunity stands before acting on it.

When to use it
when a follow up message or a task in your project tool needs context about the prospect behind it.
Watch out
it reads a single lead by ID; to list several leads or look one up by name, go with Search for leads.
incwo14

Get a product

ActionIn the docs only

Looks up one catalog item and returns its details, so price or description stay consistent across the tools that reuse them.

When to use it
when an order in another app references a product and you want incwo's version of its data before building a proposal line.
Watch out
it most likely expects the product ID, so start from Search for products when all you have is a name or reference.
incwo15

Get a proposal

ActionIn the docs only

Brings back one quote with its details, letting the scenario react to what the proposal contains or which client it concerns.

When to use it
before sending a reminder, updating a deal in your CRM or feeding a report with the quote's content.
Watch out
you get the data of the quote, not a printable version; Get a proposal PDF handles that part.
incwo16

Get a proposal PDF

ActionIn the docs only

Produces the PDF of a quote as a file the rest of the scenario can attach, upload or share with the client.

When to use it
after Create a proposal and its lines, when the quote should leave by email or be stored in a shared drive.
Watch out
on the Free plan, Make handles files up to 5 MB, which matters if your quotes carry many pages.
incwo17

Get invoice PDF

ActionIn the docs only

Gives you the invoice as a PDF file, the version your client or your accountant actually expects to receive.

When to use it
when invoices must be archived in cloud storage or sent through an email app with your own wording.
Watch out
after Search for invoices, this module runs once per invoice found, and each run counts as an operation.
incwo18

Make an API call

ActionIn the docs only

Opens the whole incwo API from your scenario, reusing the same connection, for anything the dedicated incwo modules do not cover.

When to use it
when you need an object or an action that has no dedicated module, and incwo's API offers it.
Watch out
you write the request yourself, so keep the incwo API reference open and test every call with Run once.
incwo19

Search for contacts

SearchIn the docs only

Finds contacts in incwo that match what you ask for, which lets a scenario check before it creates a duplicate.

When to use it
before Create a contact, or when a message from another app only gives you an email and you need the matching record.
Watch out
a search can return zero, one or many bundles, the items passed to the next module, and each one triggers the rest of the flow.
incwo20

Search for firms

SearchIn the docs only

Lists the companies that fit your criteria, so the scenario can attach new data to an account that already exists.

When to use it
when a deal or signup names a company and you want to know whether incwo has it before running Create a firm.
Watch out
no result means no bundle, so the modules after it simply do not run for that item.
incwo21

Search for invoices

SearchIn the docs only

Collects the invoices matching your filter, the starting point for exports, reminders or accounting handoffs.

When to use it
when you want a batch of invoices sent to a spreadsheet, a storage folder or your accountant's tool.
Watch out
every invoice returned becomes its own bundle, so a wide filter multiplies operations down the line.
incwo22

Search for leads

SearchIn the docs only

Brings up the leads that match, a simple way to spot a prospect already in the pipeline or to review a group of them.

When to use it
before Create a lead on a form that people may submit twice, or to push a list of leads into a reporting sheet.
Watch out
plan what happens when several leads match, since each one continues through the scenario.
incwo23

Search for products

SearchIn the docs only

Scans the incwo catalog for items that meet your criteria and hands them over one by one.

When to use it
when an order line names a product and you need its incwo record before adding it to a proposal or bill.
Watch out
a vague search may match more items than expected; test with Run once and read the bundles before going live.
incwo24

Search for proposals

SearchIn the docs only

Returns the quotes that match your query, a base for follow ups on pending proposals or for syncing them with a CRM.

When to use it
when sales wants every open quote for a client pulled into a sheet or a message.
Watch out
the result may be empty, and then nothing after this module runs for that search; check with Run once that your query really matches.
incwo25

Update a contact

ActionIn the docs only

Changes an existing contact with fresh details, keeping incwo aligned when someone moves, changes email or switches role.

When to use it
when your CRM, newsletter tool or support desk learns new information about a person already in incwo.
Watch out
the module works on a contact you already identified, so place Search for contacts before it when you only have an email.
incwo26

Update a firm

ActionIn the docs only

Edits a company record in incwo, so account details stay the same everywhere your team looks.

When to use it
when a customer's company data changes in your CRM or billing tool and incwo should follow without a manual edit.
Watch out
you need the firm's ID; chain Search for firms beforehand when the other app only knows the name.
incwo27

Update a product

ActionIn the docs only

Refreshes a catalog item in incwo, so new prices or descriptions reach the next proposal automatically.

When to use it
when your store, supplier list or pricing sheet changes a product that incwo already knows.
Watch out
it needs the product's ID, so a Search for products usually comes first when the other tool only knows a reference.
incwo28

Update bill progress

ActionIn the docs only

Moves an invoice forward in its incwo workflow, so its status tells the truth without anyone clicking through.

When to use it
when a payment app confirms a transaction or an email tool confirms the invoice went out, and incwo should reflect that step.
Watch out
Make documents little about this module, so test it on one invoice with Run once and check the result in incwo before a full run.
incwo29

Update proposal progress

ActionIn the docs only

Advances a quote to its next stage, keeping the proposal pipeline in incwo accurate as clients respond.

When to use it
when an e-signature tool reports that the client signed, or a CRM marks the deal as lost.
Watch out
the choices this module offers appear once your connection exists; read them in the module rather than guessing, since Make's incwo documentation is limited.
Need help

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FAQ

Questions about the incwo Make integration

01Is the incwo Make integration free?
Yes. incwo is a standard app in Make, so its modules work from the Free plan. That plan has real limits though: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams, Enterprise) lower the interval to 1 minute and remove the cap on active scenarios. Usage is counted in operations, one per module per bundle, so a search returning many invoices costs more than a single contact creation. Nothing here covers the price of incwo itself.
02What do you need to connect incwo to Make?
An incwo account and a Make account. Make's documentation lists no special prerequisite for incwo. You add any incwo module, click Create a connection, optionally name it, then either authorize Make on the incwo page that opens or paste the key incwo gives you, and click Save. The connection is stored once and every incwo module in every scenario reuses it. Since Make describes its incwo documentation as limited, the fastest way to see which fields exist is to run one Get module with Run once and read its output.
03Can an incwo scenario start on its own when something changes?
Not from incwo directly: the app has no trigger module in Make, neither scheduled nor instant. The flow starts elsewhere. You can open the scenario with the trigger of another app, such as a form tool or a CRM, and let the incwo modules follow. Or you can start it with a Make schedule and a search, for example Search for invoices, which then runs every 15 minutes by default, down to 1 minute on paid plans. In both cases nothing in incwo pings Make the moment it changes.
04What if an incwo module is missing in Make?
Use Make an API call. It is part of the 29 incwo modules and reaches any endpoint of the incwo API with the connection you already have, so objects or actions without a dedicated module stay within reach. You write the request yourself, which means reading the incwo API reference. Keep in mind that Make describes its incwo documentation as limited, so it gives little help on field names; test every call with Run once and inspect the bundle before switching the scenario on.
05Should you use Make or n8n for incwo?
It depends on what you need, not on a winner. On Make, incwo offers 29 modules: 23 actions and 6 searches across contacts, firms, leads, products, proposals and invoices, plus an API call module for the rest, all usable from the Free plan. Before choosing n8n, check whether it has an incwo node and which operations it covers, then compare that list with the modules above. If the two tools cover your use case equally, pick the one your team already knows how to maintain.
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