Invoicing.plus Make integrationAutomate Invoicing.plus with Make.
Tired of typing the same customer details into Invoicing.plus twice? The Invoicing.plus Make integration has 1 action module, Create a Customer. This guide shows ops and finance teams how to link the account and build a first scenario that fills it for them.
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What does the Invoicing.plus Make integration do?
The Invoicing.plus Make integration lets a Make scenario (the automation you build, a chain of steps) add a customer to your Invoicing.plus account for you. The customer details come from another app, so nobody retypes them before the first invoice goes out.
A signed deal becomes a billable customer. When your CRM marks a deal as won, the scenario passes the client's details to Create a Customer. Your account is ready before anyone opens the invoicing screen.
A web form feeds your customer list. A client fills in an onboarding form built with another app, for example the 123FormBuilder Make integration, and Make copies the answers into Invoicing.plus.
A spreadsheet import without the copy and paste. Each row of a sheet becomes one bundle (one item passed from step to step), and Create a Customer runs once per row.
Know the limits before you start. This app offers a single module, an action: no trigger, no search, no update. The official Make documentation also says it is limited, because little public information exists about Invoicing.plus. Something always has to start the scenario from outside, and anything beyond adding a customer stays manual. If you also weigh another tool, the n8n vs Make comparison lays out the criteria, and the Make training covers the editor from the ground up.
How do you connect Invoicing.plus to Make?
- 01
Add the module
In your scenario, click the +, search for Invoicing.plus and pick Create a Customer. Make then asks for a connection: your Invoicing.plus account linked to Make once, reused by every module of the app.
- 02
Open the connection window
Click Create a connection. You can give it a name, which helps when you run several Invoicing.plus accounts, say one per company you bill from.
- 03
Authorize and save
Depending on what the app asks, either approve access on the Invoicing.plus page that opens, or paste the key Invoicing.plus gives you. Then click Save and the connection shows up in the module.
Your first scenario with Invoicing.plus
GoalWhen a new client lands in another app, Make creates that customer in Invoicing.plus.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to add the first module. Since Invoicing.plus has no trigger, this first spot goes to the app where your clients appear.
- 02
Pick the starting app
Choose the trigger of your CRM, form tool or spreadsheet, click Create a connection for that app and fill its fields. Make lists what it can read once the account is linked.
- 03
Add Create a Customer
Click the + on the right of the first module, search Invoicing.plus and pick Create a Customer. Connect your account, then map each field from the data the first module sends.
- 04
Test with Run once
Click Run once to execute the scenario a single time. Open the bubble above each module to read the bundles it received, then check that the customer really appears in Invoicing.plus.
- 05
Schedule and switch on
Set the clock on the first module (a new scenario checks every 15 minutes by default, 15 is also the Free plan minimum) and switch the scenario on. From now on it runs without you.
What Invoicing.plus can do in Make
Invoicing.plus gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Customer
ActionIn the docs onlyThis action adds a new customer record to Invoicing.plus from data another module hands over, so billing starts from a clean, complete entry instead of a hurried manual one.
Need help automating Invoicing.plus with Make?
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