SlimCRM Make integrationAutomate SlimCRM with Make.

Search Tasks returns the SlimCRM tasks that match what you ask for, whether that is zero, one or many, each one as its own bundle for the next module.

Adding a client to SlimCRM from any other tool becomes a single step: the new record appears in your account with the data you map into the module.

Create a Lead drops a fresh prospect into SlimCRM, so contact forms and event sign-up lists feed your pipeline directly instead of an inbox.

Money received elsewhere gets written into SlimCRM with this module, which keeps the client file complete for whoever opens it next.

Create a Staff opens a team member's record in SlimCRM from information you already hold in another tool, such as an HR form or a signed contract.

Turning an event into a to-do is the whole job here: the module writes a task into SlimCRM with the text and details you map from earlier modules.

Create an Expense logs a cost in SlimCRM from a receipt, a card notification or a purchase approved in another app, so spending is recorded where the client work lives.

Create an Invoice produces a SlimCRM invoice from data gathered earlier in the scenario, so billing starts from the event that justifies it.

Delete a Client removes a client from SlimCRM for good: none of the 52 modules brings a deleted record back.

Clearing out a dead prospect takes one module: Delete a Lead erases the lead you point it to and keeps the pipeline free of noise.

Delete a Payment takes a payment entry out of SlimCRM, which is how a scenario undoes a record that should never have been logged.

When someone leaves the team, Delete a Staff takes their record out of SlimCRM in the same flow that closes their other accounts.

Delete a Task removes a to-do from SlimCRM, handy when the reason for it disappears somewhere else and the list should stay honest.

Delete an Expense wipes an expense line from SlimCRM so your totals match reality again after a mistake or a rejected claim.

Delete an Invoice takes an invoice out of SlimCRM entirely, useful for cleaning up after tests or after an invoice was raised on the wrong client.

Get a Client fetches the full record of one client, so later modules can use every detail SlimCRM holds on that person or company.

Get a Lead reads a single lead from SlimCRM so the next modules work with its complete, current record rather than an older copy.

Need the details of one payment in the middle of a scenario? Get a Payment returns that payment as a bundle the next modules can quote.

Get a Staff returns one team member's record from SlimCRM, useful whenever a scenario needs to know who a piece of work concerns.

Get a Task pulls one task from SlimCRM with everything it holds, so a report or a message can describe it properly.

Get an Expense reads one expense line from SlimCRM so you can hand its details to the approval or accounting tool that needs them.

Get an Invoice brings back one SlimCRM invoice as it stands right now, handy just before you send a reminder or file a copy.

List Clients returns your SlimCRM clients as a stream of bundles, one per client, for every job that needs the whole base at once.

List Expenses hands over the expense lines stored in SlimCRM, one bundle each, ready to land in a spreadsheet or a report.

With List Invoices, every SlimCRM invoice becomes a bundle you can copy, count or send on to another tool.

List Leads pulls the leads from SlimCRM into the scenario, the way to go when a whole pipeline has to be moved or reviewed.

List Payments returns the payments recorded in SlimCRM, one bundle per payment, so you can export or review them elsewhere.

List Staffs gives you the whole team as SlimCRM knows it, one bundle per person, ready to be copied into a directory.

List Tasks brings back SlimCRM tasks in bulk, the quickest way to feed a board or a shared summary outside SlimCRM.

Make an API Call is the way out when the list falls short: it sends a request of your choice to the SlimCRM API with the connection you already set up.

Search Clients by Criteria finds the clients that match conditions you set and returns each match as its own bundle.

Search Clients by Keyword looks for clients from a word or a name, the quick answer to the question of whether a client already exists.

Search Expenses narrows SlimCRM's expense lines down to the ones that match your request, one bundle per match.

Search Invoices finds the SlimCRM invoices that match what you look for, returning one bundle for each invoice found.

Search Leads by Criteria picks out the leads that meet the conditions you choose, so you work on a slice of the pipeline rather than all of it.

Search Leads by Keyword finds leads from a word, a name or a company you type or map into the module.

Search Payments tracks down the payments in SlimCRM that match your search, each one returned as a bundle.

Search Staffs by Keyword finds team members from a name or a word, so a scenario can route work to the right person.

Update a Client rewrites details on a client that already exists in SlimCRM, so a change made in another tool reaches your CRM too.

Update a Lead keeps a prospect's record current as new information comes in from your other tools.

Update a Payment corrects a payment already recorded in SlimCRM, one per run, without deleting it and starting over, so the history your team relies on stays in one place.

Update a Staff keeps an existing team member's record in SlimCRM in line with what changed elsewhere, so nobody edits the same person twice by hand.

Update a Task moves one existing SlimCRM task forward from another tool, so you stop switching tabs every time work progresses elsewhere.

Update an Expense fixes or completes one existing expense line in SlimCRM, so your cost tracking stays accurate without anyone retyping entries.

Update an Invoice brings one existing SlimCRM invoice up to date from another tool, so billing data matches what your client actually agreed to.