KashFlow Make integrationAutomate KashFlow with Make.
Stop retyping customers and invoices into KashFlow by hand. The KashFlow Make integration gives you 11 modules: 9 actions and 2 searches. This guide shows you how to link your account, build a first scenario and pick the right module for each job.
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What can the KashFlow Make integration do for you?
The KashFlow Make integration links your KashFlow account to Make, a visual tool where you chain apps together without writing code. Each automation is called a scenario, and each brick in it is a module. With KashFlow, those modules create, read, update and delete your customers and invoices.
Invoices that write themselves. When an order lands in your online store, a scenario can run Create a Customer, then Create an Invoice for that buyer. Nobody copies a name or an amount by hand anymore.
A customer file that stays current. If contact details change in your CRM, Update a Customer carries the change into KashFlow, so your billing records match what sales sees.
A quick look at who owes what. List Invoices pulls your invoices into Make, where you can send them to a spreadsheet or a team chat for review.
Know the limits before you start. KashFlow has no trigger in Make, so it cannot start a scenario on its own: another app or Make's schedule does that. The official doc also warns that its content is AI-generated and should be checked against KashFlow's own documentation. If you want a wider view of the tool first, read our Make review, and compare options in n8n vs Make. When you get stuck, Make troubleshooting covers the usual errors.
How do you connect KashFlow to Make?
- 01
Turn on API access in KashFlow
In KashFlow, open Apps, then API Settings at the top right. Tick Enable API. Choose Same Password as web login, or Separate API password if you want a dedicated one, then click Update.
- 02
Add a KashFlow module in Make
Open your Make account, add any KashFlow module to a scenario and click Create a connection. A connection is your KashFlow account linked to Make once, then reused by every KashFlow module. The Connection name field is optional.
- 03
Enter your KashFlow credentials
Type the username and password you set up in the first step, or follow the on-screen instructions. Save it. From now on, every KashFlow module in your scenarios can pick this connection from a list.
Build your first scenario with KashFlow
GoalWhen a new order arrives from your online store, Make adds the buyer to KashFlow and creates their invoice.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big +. KashFlow has no trigger, so the first module comes from the app where your orders start, such as your store or a form tool.
- 02
Add Create a Customer
Click the + on the right of the first module, search for KashFlow and pick Create a Customer. Link your account with Create a connection, then map the buyer's details from the order.
- 03
Chain Create an Invoice
Add Create an Invoice after it. Map the customer returned by the previous module, plus what the order says was sold. Each item passed between modules is a bundle: here, one order, then one customer.
- 04
Test with Run once
Click Run once to execute the scenario a single time. Place a test order, then open each module's bubble to read the bundle it received. Check the new customer and invoice inside KashFlow before going further.
- 05
Schedule and switch it on
On the first module, open the clock to set the schedule (every 15 minutes by default on a new scenario), then switch the scenario on. Every module run counts as one operation on your Make plan.
Every KashFlow module, explained
KashFlow gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Customer
ActionIn Make“Creates a new customer.”
Adds a new customer record to KashFlow using data from earlier modules, so a buyer exists in your books before you bill them.
Create an Invoice
ActionIn Make“Creates a new invoice.”
This is the module that saves you the most typing: it writes a new invoice in KashFlow from the order or deal data your scenario already holds.
Delete a Customer
ActionIn Make“Deletes a customer specified by ID.”
Removes one customer from KashFlow, the one whose ID you pass to the module. Handy for keeping test records or closed accounts out of your list.
Delete an Invoice
ActionIn Make“Deletes an invoice specified by ID.”
Wipes a single invoice from KashFlow by its ID. It helps you clean up drafts or duplicates that another scenario created by mistake.
Get a Customer
ActionIn Make“Retrieves a single customer specified by ID.”
Reads one customer from KashFlow when you already know their ID, and hands every detail to the next modules in the scenario.
Get an Invoice
ActionIn Make“Retrieves a single customer's invoice.”
Fetches one invoice of a customer, so its details are ready to map into a message, a spreadsheet row or another app.
Make an API Call
ActionIn Make“Performs an arbitary authorized API call.”
Your way out when the ready-made modules stop short: it calls any endpoint of the KashFlow API, reusing the connection you already created.
Update a Customer
ActionIn Make“Updates a customer specified by ID.”
Changes an existing KashFlow customer, found by ID, with fresh data from your scenario. Your billing contact stays in line with the rest of your tools.
Update an Invoice
ActionIn Make“Updates an invoice specified by ID.”
Edits an invoice that already exists in KashFlow, picked by its ID, instead of creating a second one next to it.
List Customers
SearchIn Make“Returns a list of all customers.”
Returns all your KashFlow customers, each one as a separate bundle, so the next module handles them one by one.
List Invoices
SearchIn Make“Returns a list of all customer's invoices.”
Brings back the invoices of your customers as a stream of bundles, ready to filter, sort or send elsewhere in the scenario.
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