Resources · Make integration

TaxMetall ERP Make integrationAutomate TaxMetall ERP with Make.

Can your ERP data reach the rest of your tools without exports? The TaxMetall ERP Make integration offers 14 modules: 4 actions and 10 searches. This page shows what they do, how to link your account and how to build a first scenario.

Try the TaxMetall ERP integration on MakeSee the 14 modules

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What you can automate

What does the TaxMetall ERP Make integration let you automate?

The TaxMetall ERP Make integration connects your ERP to the other apps you use, without writing code. In Make you build a scenario, the automation itself, from modules: each module is one brick, here a search in the ERP or an action on it. TaxMetall ERP brings 14 of them.

New prospects written straight into the ERP. A contact form or a chat tool receives a request, and Create lead records the person in TaxMetall ERP. Search lead tells you first whether the person is already there.

A stock answer before promising anything. An order request names a product: Search item finds it in the ERP, then Check availability asks whether it can be supplied, and the result can travel to the tool where your sales team replies.

ERP figures in your reporting tools. Execute TaxMetall statistics runs a statistic inside the ERP and passes its output to a sheet or a team channel.

Two limits to know. The app has no trigger, so the scenario starts from another app or from a schedule set in Make. And Make's own documentation for TaxMetall ERP is marked as limited: it describes no fields, so the first test run is how you discover what each module returns. The Make troubleshooting guide helps when that test fails.

Comparing tools before you commit? The n8n vs Make comparison sets both side by side, and the Make training covers scenario building from the ground up.

Connect

How do you connect TaxMetall ERP to Make?

  1. 01

    Add a TaxMetall ERP module

    In your scenario, add any TaxMetall ERP module and click Create a connection. A connection is your ERP account linked to Make once; every TaxMetall ERP module of every scenario then reuses it.

  2. 02

    Name the connection

    This step is optional, but a clear name such as the company or the environment helps later, when several people or several ERP accounts share the same Make organization.

  3. 03

    Authorize Make and save

    Depending on what TaxMetall ERP asks for, either authorize Make on the page that opens or paste the key the app gives you. Then click Save. The doc does not say which of the two methods applies.

First scenario

Your first scenario with TaxMetall ERP

GoalWhen a contact form is submitted in another app, Make creates a lead in TaxMetall ERP.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + to place the first module. The canvas stays empty until you pick an app.

  2. 02

    Start from the app that collects contacts

    TaxMetall ERP has no trigger, so the first module belongs to your form tool. Search it by name, choose the module that fires on a new entry and create its connection.

  3. 03

    Add Create lead

    Click the + to the right of that module, search TaxMetall ERP and pick Create lead. Connect your account, then map the contact data from the form into the fields Make displays.

  4. 04

    Test with Run once

    Click Run once, submit one test entry in the form, then open the bundles. A bundle is one item passed between modules, here one contact. Check that the lead appears in the ERP.

  5. 05

    Schedule it and switch it on

    Set the schedule on the first module (every 15 minutes by default), then switch the scenario on. From now on, each new form entry becomes a lead without anyone retyping it.

Modules

What can the TaxMetall ERP modules do?

TaxMetall ERP gives you 14 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

TaxMetall ERP1

Check availability

ActionIn the docs only

Get the ERP's answer on availability before you promise a delivery. Going by its name, this action asks TaxMetall ERP whether an item can be supplied; the official doc adds nothing more, so the fields it expects appear only once your connection exists.

When to use it
a customer requests a product through a form and your reply should reflect what the ERP knows.
Watch out
run the scenario once and read the bundle before relying on its output.
TaxMetall ERP2

Create lead

ActionIn the docs only

Every new prospect lands in TaxMetall ERP without being typed twice. Create lead is one of the four actions of the app and writes one lead for each bundle it receives.

When to use it
a contact form, a trade show list or a chat tool hands over people your sales team should follow up in the ERP.
Watch out
the doc does not say whether duplicates are blocked. Search lead can check first, but a search that finds nothing passes no bundle on.
TaxMetall ERP3

Execute TaxMetall statistics

ActionIn the docs only

Figures the ERP already computes can reach your reporting tools without a manual export. The module name points to running one of the ERP's statistics; which ones, and in what shape, the doc does not describe.

When to use it
a shared sheet or a team channel should receive numbers straight from TaxMetall ERP.
Watch out
the output is only visible after a test run, so click Run once and read the bundle before mapping anything.
TaxMetall ERP4

Make an API call

ActionIn the docs only

Whatever the thirteen other modules leave out stays within reach. This module sends a request of your choice to the TaxMetall ERP API, using the same connection as the rest of the app.

When to use it
you need an ERP object or operation that no dedicated module covers.
Watch out
Make's doc does not describe the TaxMetall ERP API, so the endpoint details have to come from TaxMetall ERP itself.
TaxMetall ERP5

Search customer

SearchIn the docs only

Pull the customer record from the ERP when another app only knows a name or a reference. Like every search, it returns zero, one or several bundles, one per customer found.

When to use it
an order comes in from a shop or a form, and the next module needs the customer exactly as TaxMetall ERP stores it.
Watch out
with several matches, each following module runs once per customer, and every run counts as one operation on your plan.
TaxMetall ERP6

Search delivery note

SearchIn the docs only

Delivery notes kept in the ERP become readable by the rest of your scenario, so shipping questions can be answered from the source.

When to use it
your helpdesk receives a question about a shipment and the answer sits in a TaxMetall ERP delivery note.
Watch out
when nothing matches, the search returns zero bundles and nothing flows to the next module, which is a normal outcome and not an error.
TaxMetall ERP7

Search dunning

SearchIn the docs only

See which payment reminders already exist before anyone chases a customer again. Dunning is the usual ERP term for those reminders, and this search brings them into Make, one bundle per reminder found.

When to use it
an account manager wants the dunning status in the CRM or in a message before calling a client.
Watch out
the doc lists no search criteria, so check what the module offers once your connection is set.
TaxMetall ERP8

Search invoice

SearchIn the docs only

Find the invoices issued from TaxMetall ERP and send them on to accounting or messaging tools without opening the ERP.

When to use it
a bookkeeping app or a shared sheet should mirror the invoices your team issues in the ERP.
Watch out
do not mix it up with Search purchase invoice, whose name points to the bills you receive from suppliers rather than the ones you send.
TaxMetall ERP9

Search item

SearchIn the docs only

Retrieve articles from the ERP catalog so the scenario works with the same references as your stock. Each item found becomes its own bundle.

When to use it
a request names a product and Check availability first needs the matching item from TaxMetall ERP.
Watch out
a broad search can return many items, and every module after it then runs once per item, which adds operations quickly.
TaxMetall ERP10

Search lead

SearchIn the docs only

Know whether TaxMetall ERP already has a prospect before you add one. The search returns the matching leads, or nothing at all.

When to use it
in the flow that starts from a web form, place it right before Create lead and read in the test run what it returns for a known contact.
Watch out
for a new prospect the result is empty, no bundle comes out, and a Create lead placed right after does not run. Test with a new contact too.
TaxMetall ERP11

Search offer

SearchIn the docs only

Bring the offers stored in the ERP into Make, so a quote sent to a customer can be followed up in another tool. Offer is the common ERP word for a quote, one bundle per offer found.

When to use it
your CRM or a team channel should know which offers are open for a customer.
Watch out
the doc gives no detail on the data returned, so read the bundle in a test run before mapping it.
TaxMetall ERP12

Search order

SearchIn the docs only

Read customer orders from TaxMetall ERP and pass them to the tools that prepare, ship or report on them.

When to use it
a shipping app or a warehouse sheet needs the orders the ERP holds, or you want to follow each order with Check availability.
Watch out
a scheduled scenario that repeats the same search will return the same orders again, so decide what the next module should do with an order it has already handled.
TaxMetall ERP13

Search purchase invoice

SearchIn the docs only

The bills your suppliers send, recorded in the ERP, can feed an approval or payment process in another app. Going by its name, this is the purchase side, where Search invoice covers the sales side.

When to use it
finance wants supplier invoices listed in a shared sheet or pushed to an approval tool.
Watch out
several invoices mean several bundles, and each one counts as an operation in the modules that follow.
TaxMetall ERP14

Search supplier

SearchIn the docs only

Get the supplier record from TaxMetall ERP when a purchase document only carries a name. The search returns every supplier that matches.

When to use it
a purchasing sheet or a message to your buyers should show the supplier as the ERP knows it.
Watch out
pair it with Search purchase invoice carefully, since two searches in a row multiply the bundles and the operations counted.
Need help

Need help automating TaxMetall ERP with Make?

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FAQ

TaxMetall ERP and Make: common questions

01Is the TaxMetall ERP Make integration free?
Yes, TaxMetall ERP is a standard app, available from the Make Free plan. The Free plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Make counts usage in operations, one per module run on one bundle. Any subscription to TaxMetall ERP itself is a separate matter between you and the vendor.
02What do you need to connect TaxMetall ERP to Make?
A TaxMetall ERP account and a Make account. The Make documentation for this app gives no prerequisite and no specific connection steps, so the generic path applies: add a TaxMetall ERP module, click Create a connection, optionally name it, then either authorize Make on the app's page or paste the key the app provides, and click Save. Since the doc does not say which of the two methods TaxMetall ERP uses, keep your access details at hand and contact the vendor if the connection is refused.
03Can TaxMetall ERP start a Make scenario in real time?
No, not on its own. TaxMetall ERP has no trigger module in Make, neither scheduled nor instant, so the ERP cannot tell Make that something happened. You start the scenario another way: from a trigger of another app, such as a form tool, or from the schedule on the first module, which runs every 15 minutes by default and can go down to 1 minute on paid plans. A search module placed first then reads the ERP each time the schedule fires.
04What if a TaxMetall ERP module is missing in Make?
Use Make an API call. It reaches any endpoint of the TaxMetall ERP API with the connection you already set up, which covers what the 14 listed modules do not. The catch is documentation: Make marks its TaxMetall ERP doc as limited, with no fields and no API description, so you need the endpoint details from TaxMetall ERP directly. Running the scenario with Run once and reading the bundles is the practical way to learn what each existing module returns.
05Make or n8n for TaxMetall ERP?
It depends on where your other automations already live. On Make, TaxMetall ERP offers 14 modules, 4 actions and 10 searches, plus a generic API call, all usable from the Free plan. Many apps also have an n8n node, but this page cannot confirm one for TaxMetall ERP, so check the n8n side before deciding. Compare the modules each tool gives you for this ERP, how your team prefers to build, and which tool already runs your other scenarios. The n8n vs Make comparison on this site sets out the general differences.
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