InvoiceBerry Make integrationAutomate InvoiceBerry with Make.
Tired of retyping the same client details into InvoiceBerry? The InvoiceBerry Make integration gives you 6 modules: 4 actions and 2 searches. This page is for freelancers and small finance teams, and it walks you through the connection and a first scenario that creates invoices for you.
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What can the InvoiceBerry Make integration do for InvoiceBerry?
The InvoiceBerry Make integration links your InvoiceBerry account to Make, a visual tool where you chain apps together without code. Inside Make you build a scenario (the automation itself, made of modules, one brick per step) that can add clients, create invoices and read back what already exists in InvoiceBerry.
Invoices that start where the sale happens. When a deal closes in your CRM or a form comes in, a scenario can add the buyer with Create a Client and then draft the bill with Create an Invoice. Nobody copies an address by hand anymore.
A clean client list in your other tools. List Clients hands every client to Make as a bundle (one item passed from module to module), so you can copy them into a spreadsheet or a mailing tool and keep both sides aligned.
A payment follow-up view. List Invoices and Return an invoice let a scenario read your invoices and push them to a shared sheet or a team chat, so the person chasing payments sees the same thing as the person who billed.
Know the limits before you start. InvoiceBerry has no trigger in Make, so InvoiceBerry itself never starts a scenario: another app or Make's clock does. There is no Make an API Call module either, and Make says its own documentation for this app is limited. If you want to see how Make handles this kind of setup in general, read the Make review, and if you hesitate between tools, the n8n vs Make comparison lays out the differences. Stuck on a run that fails? Make troubleshooting covers the usual errors.
How do you connect InvoiceBerry to Make?
- 01
Add an InvoiceBerry module
In your scenario, click the + and search for InvoiceBerry. Pick any of its modules, for example Create a Client, then click Create a connection. A connection is your InvoiceBerry account linked to Make once, then reused by all six modules.
- 02
Name the connection
Make offers a name field for the connection. It is optional, but a clear label such as the company or the account owner helps later, when several people or several InvoiceBerry accounts share the same Make organization.
- 03
Authorize and save
Follow what Make shows next: either sign in to InvoiceBerry and allow access, or paste the key InvoiceBerry gives you. Then click Save. Make now reads your account and can fill the module fields for you.
Build your first scenario with InvoiceBerry
GoalWhen a new customer shows up in another app, Make adds them to InvoiceBerry and prepares their invoice.
- 01
Create the scenario
Open the Scenarios page in Make, create a new scenario and click the + in the middle of the screen. That first module is the one that starts everything, so pick the app where your new customers appear.
- 02
Add Create a Client
Click the + on the right of that first module, search for InvoiceBerry and choose Create a Client. Click Create a connection if you have not linked your account yet.
- 03
Map the customer data
Fill the fields of Create a Client by clicking into each one and picking values from the first module, like the name or email it received. Make shows the available data in a panel.
- 04
Chain Create an Invoice
Add Create an Invoice after it with the + and map the client that the previous module just created, so the invoice lands on the right person instead of a random one.
- 05
Test with Run once
Click Run once. Make executes the scenario a single time and shows, above each module, the bundles it received. Open InvoiceBerry to check the new client and the new invoice.
- 06
Schedule and switch on
On the first module, set the schedule (a new scenario runs every 15 minutes by default), then flip the scenario on. From then on, each new customer gets a client record and an invoice.
What each InvoiceBerry module does
InvoiceBerry gives you 6 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Client
ActionIn Make“Creates a client for a specific user.”
Adds a new client to your InvoiceBerry account from data that another app sends to Make, so the contact exists before you ever bill it.
Create an Invoice
ActionIn Make“Creates an invoice for a specific user.”
Produces an invoice in InvoiceBerry without opening the app, which is the step most people want to automate first.
Get a Client
ActionIn Make“Returns client details for a specific user.”
Fetches the details of one client you already know about, so later modules can reuse them without you looking them up.
Return an invoice
ActionIn Make“Returns an invoice for a specific user.”
Reads one existing invoice and hands its content to the rest of the scenario, which saves you from exporting it by hand.
List Clients
SearchIn Make“Lists all clients for a specific user.”
Gives you your whole InvoiceBerry client list inside Make, one bundle per client, ready to be copied or compared elsewhere.
List Invoices
SearchIn Make“Lists all invoices for a specific user.”
Pulls every invoice from your account into the scenario so you can report on them or share them without logging into InvoiceBerry.
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