Qonto Make integrationAutomate Qonto with Make.
Can Make keep Qonto in step with the rest of your tools? The Qonto Make integration gives you 25 modules: 2 triggers that watch transactions, 16 actions and 7 searches. This guide helps finance and ops teams connect Qonto and build a first scenario.
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What can the Qonto Make integration do for you?
The Qonto Make integration links your Qonto business account to Make, a visual tool where you build a scenario (the automation itself) out of modules, each one a single brick: a trigger, an action or a search. Once connected, Make can spot new or edited transactions, send transfers, file receipts and create client invoices in Qonto on your behalf.
Receipts that find their transaction. Watch New Transactions picks up each new payment and Add an Attachment pins the matching receipt to it, so the pile of missing proofs your accountant chases keeps shrinking.
Invoices born from a closed deal. When a sale is marked won in your CRM, Create a Client registers the customer in Qonto and Create a Client Invoice issues the bill right after. Sales reps never open the banking app.
Onboarding without the admin chase. A confirmed hire in your HR tool can run Create a Membership, which invites that person to your Qonto organization, while Create a Team keeps departments organized.
Two limits to know first. Qonto only opens its Make app to paid Qonto accounts, and both triggers are scheduled: Make checks Qonto on the scenario's schedule instead of being called when money moves. For anything the 25 modules leave out, Make an API Call reaches the rest of the Qonto API with the same connection.
Weighing another platform? The n8n vs Make comparison sets out the differences, Make pricing explains how operations are counted, and the Make training walks newcomers through the editor.
How do you connect Qonto to Make?
- 01
Add a Qonto module
Open a scenario in Make, click the + and type Qonto. Pick any Qonto module, Watch New Transactions for instance, then click Create a connection. A connection is your Qonto account linked to Make once and reused by every Qonto module.
- 02
Name it and save
Make shows a Connection name field. Filling it is optional, yet a clear name helps you recognize the right account later when you pick it from a module. Then click Save.
- 03
Confirm access in Qonto
If Qonto prompts you, sign in to your Qonto account and confirm that Make may access it. Back in the editor, the connection sits in the module, and Make can now list the Qonto items it is allowed to read.
Your first scenario with Qonto
GoalWhen a deal is won in another app, Make creates the client in Qonto and then issues the client invoice.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the +. The first module comes from the app where deals are won, your CRM for example, shown here as the neutral bubble.
- 02
Add Create a Client
Click the + to the right of that first module, search Qonto and choose Create a Client. Select your connection, then map the customer details coming from the CRM module into the client fields.
- 03
Chain Create a Client Invoice
Add one more module with the +: Create a Client Invoice. Map the client produced by the previous module and fill the invoice from the deal data. No need to know the fields by heart: Make lists what it can read in Qonto.
- 04
Test with Run once
Click Run once with a test deal. Each module shows the bundles it received, a bundle being one item passed along, here one client. Open Qonto and check the invoice before going further.
- 05
Schedule and switch on
Open the clock on the first module to set the schedule. A new scenario runs every 15 minutes by default, the shortest interval on the Free plan. Then switch the scenario on.
Qonto triggers in Make
2 modules start a scenario when something happens in Qonto. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Qonto as soon as it happens.
Watch New Transactions
Scheduled triggerIn Make“Watches new transactions.”
Watch New Transactions notices each transaction that lands in your Qonto account and starts the scenario with it, so every payment in or out can set off the next step without anyone copying it by hand. Each transaction arrives as its own bundle.
Watch Updated Transactions
Scheduled triggerIn Make“Watches updates of transactions.”
Watch Updated Transactions reacts when a transaction already in Qonto changes, rather than when a new one appears. That makes it the trigger for follow-up work: an edit made in Qonto after the payment feeds the scenario again.
What the Qonto modules do
Qonto gives you 23 modules in 12 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
External transfers
3 modulesGet an External Transfer
ActionIn Make“Gets a single external transfer, given it's ID.”
Get an External Transfer pulls up one transfer you sent to an outside account, using its ID, and hands its details to the next module. Handy for confirming what went out before you notify anyone.
List External Transfers
SearchIn Make“Retrieves a list of external transfers.”
List External Transfers returns the transfers your organization sent to outside beneficiaries, one bundle per transfer, so you can review or export them together.
Create an External Transfer
ActionIn Make“Transfers to a given beneficiary IBAN.”
Create an External Transfer sends money from Qonto to a beneficiary IBAN, straight from your scenario. An approved payment request becomes a real transfer without anyone reopening the banking app.
Attachments
2 modulesAdd an Attachment
ActionIn Make“Adds a new attachment to a transaction.”
Add an Attachment pins a file, typically a receipt, to a transaction in Qonto. Your transactions reach the books with their proof already in place.
Get an Attachment
ActionIn Make“Gets an attachment by its ID.”
Get an Attachment retrieves one file already stored in Qonto, by its ID, so you can copy it elsewhere or confirm it is there.
Labels
2 modulesList Labels
SearchIn Make“Retrieves a list of all labels within the organization.”
List Labels returns every label defined in your Qonto organization, one bundle each. Your scenario then works with the exact label names your team already uses instead of hard-coded guesses.
Get a Label
ActionIn Make“Retrieves a single label within the organization.”
Get a Label fetches a single label from your organization when you already know which one you want. Think of it as the precise counterpart to List Labels.
Memberships
3 modulesList Memberships
SearchIn Make“Watches all memberships within the organization.”
List Memberships shows everyone who belongs to your Qonto organization, each member as a separate bundle, which is the quickest way to see who holds access.
Get Membership
ActionIn Make“Retrieves the details of the authenticated Membership.”
Get Membership returns the details of the membership behind your connection, meaning the Qonto user that Make acts as. Good to know whose rights a scenario runs with.
Create a Membership
ActionIn Make“Creates a new membership and invite it to the authenticated organization.”
Create a Membership adds a new person to your Qonto organization and sends them an invitation, so onboarding a colleague no longer waits on whoever holds the admin login.
Organizations
1 moduleGet Current Organization
ActionIn Make“Reads the current organization.”
Get Current Organization reads the Qonto organization tied to your connection and returns its details in a single bundle. A simple way to tag data with the right company.
Transactions
1 moduleGet a Transaction
ActionIn Make“Retrieves a single transaction within a particular bank account, given it's ID.”
Get a Transaction fetches one transaction from a given Qonto bank account by its ID, with its full details. It fills the gaps when an earlier step only passed an ID along.
Internal Transfers
1 moduleCreate an Internal Transfer
ActionIn Make“Transfers between accounts of the same organization.”
Create an Internal Transfer moves money between two accounts of the same Qonto organization, for instance topping up an account set aside for taxes.
Client Invoices
2 modulesList Client Invoices
SearchIn Make“Retrieve all client invoices within a particular Organization. The response contains the list of the client invoices and all the related data and attachments.”
List Client Invoices returns the invoices your organization issued, together with their related data and attachments, one bundle per invoice.
Create a Client Invoice
ActionIn Make“Create a single client invoice for a particular organization. See further details below.”
Create a Client Invoice issues an invoice in Qonto for one of your clients, so billing follows a sale without anyone retyping the order.
Clients
3 modulesGet a Client
ActionIn Make“Get information about client(s) that constitute(s) the addressee of client invoices for a particular organization based on a search on attributes.”
Get a Client finds one of the clients you invoice by searching on the attributes you provide, then passes the details of that client to the scenario.
List Clients
SearchIn Make“Get information about client(s) that constitute(s) the addressee of client invoices for a particular organization based on a search on attributes.”
List Clients searches your Qonto clients on the attributes you set and returns every match as its own bundle. It lets a scenario check the client list before adding someone new.
Create a Client
ActionIn Make“Create a client that constitutes the addressee of client invoices for a particular organization. See further details below.”
Create a Client registers a new customer in Qonto as someone you can invoice. Your client list then fills up from the sales tools you already use, not from manual typing.
Credit Notes
2 modulesList Credit Notes
SearchIn Make“Gets a list of credit notes for an organization.”
List Credit Notes returns the credit notes of your organization, one bundle each, so refunds and corrections become visible outside Qonto.
Get a Credit Note
ActionIn Make“Gets details of credit note for an organization.”
Get a Credit Note opens one specific credit note and returns its details, which is enough when you already know which refund you are dealing with.
Teams
2 modulesList Teams
SearchIn Make“Lists teams in an organization.”
List Teams returns the teams set up in your Qonto organization, each as a bundle, giving your scenario the current team structure to work with.
Create a Team
ActionIn Make“Creates a new team to the authenticated organization.”
Create a Team adds a new team to your Qonto organization, so a new department or project gets its own space without a trip to the Qonto settings.
Custom API Call
1 moduleMake an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call reaches any endpoint of the Qonto API from your scenario, reusing the connection you already set up. It covers whatever the dedicated modules leave out.
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