Resources · Make integration

Yesh Invoice Make integrationAutomate Yesh Invoice with Make.

Can Make create your Yesh Invoice invoices for you? Yes. The Yesh Invoice Make integration offers 19 modules: 10 actions and 9 searches. This guide is for small teams that bill clients, and walks you from the connection to a first working scenario.

Try the Yesh Invoice integration on MakeSee the 19 modules

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What you can automate

What does the Yesh Invoice Make integration do?

The Yesh Invoice Make integration links your Yesh Invoice account to Make, a tool where you build a scenario (an automation made of bricks called modules) without writing code. Make can then add customers and providers, create invoices, send messages and look up records in Yesh Invoice for you.

Billing that starts on its own. A deal closes in another app, Make runs Add a Customer, then Creates an Invoice for that new client. Nobody has to copy the name and amount twice.

A clear view of what is still unpaid. Search Open Invoices and Search Close Invoices pull the two lists apart, so a scenario can send the open ones to a spreadsheet or a chat channel your finance lead reads.

A supplier list that stays in step. When a vendor changes details in your purchasing tool, Update a Provider carries the change over, and Delete a Provider cleans up the ones you stopped working with.

What Make does not give you here: a trigger. Yesh Invoice has no module that starts a scenario, so the first step is always another app or the scenario's schedule. The documentation is also thin; Make itself says it lacks public information on this app, so test every module with a single record first. If you are new to the editor, the Make training covers the basics, and Make troubleshooting helps when a run fails. Weighing another tool? Read n8n vs Make.

Connect

How do you connect Yesh Invoice to Make?

  1. 01

    Add a Yesh Invoice module

    In your scenario, click the + and search for Yesh Invoice. Pick any module, for example Search Customers, then click Create a connection. A connection is your Yesh Invoice account linked to Make once and reused by every module of the app.

  2. 02

    Name the connection

    This step is optional, but a clear name such as the company it bills for helps a lot the day you manage two Yesh Invoice accounts in the same Make organization.

  3. 03

    Authorize and save

    Either approve Make on the Yesh Invoice page that opens, or paste the key Yesh Invoice gives you, depending on what the window asks for. Then click Save. The module can now read your Yesh Invoice data.

First scenario

Build your first scenario with Yesh Invoice

GoalWhen a new client shows up in another app, Make adds that client in Yesh Invoice and creates the invoice.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to place the first module. Since Yesh Invoice has no trigger, pick the app where your new clients appear, such as your form or CRM.

  2. 02

    Add the customer

    Click the + on the right of that first module, search for Yesh Invoice and choose Add a Customer. Create the connection if needed, then map the client details coming from the first module.

  3. 03

    Create the invoice

    Add one more module with the + and pick Creates an Invoice. Map the customer that Add a Customer just returned, plus the details your first app sends about the sale.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time, and you can open each module to read the bundles it received (a bundle is one item passed along, here one client). Check the result in Yesh Invoice.

  5. 05

    Schedule and switch on

    Open the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. Each module run on a bundle counts as one operation on your Make plan.

Modules

What can Make do in Yesh Invoice?

Yesh Invoice gives you 19 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Yesh Invoice1

Delete a Product

ActionIn the docs only

This action takes one product out of Yesh Invoice for good, so a retired item no longer sits next to the ones you still sell.

When to use it
a product disappears from your online store and you want the Yesh Invoice list to match without opening it by hand.
Watch out
a deletion cannot be undone from Make, so find the exact product with Search Products first and test on a single item.
Yesh Invoice2

Add a Customer

ActionIn the docs only

Your new client lands in Yesh Invoice without anyone typing it, ready for the first invoice. It is usually the first Yesh Invoice module a billing scenario needs.

When to use it
a signed quote, a paid order or a form entry in another app should turn the buyer into a Yesh Invoice customer.
Watch out
run Search Customers before it when the same person can come back, otherwise you risk duplicates.
Yesh Invoice3

Add a Provider

ActionIn the docs only

A supplier gets its own record in Yesh Invoice as soon as another tool knows about it. That keeps vendors apart from the clients you bill.

When to use it
your purchasing team approves a new vendor in a spreadsheet or a form, and the accountant wants it in Yesh Invoice too.
Watch out
check with Search Providers first when the vendor may already exist, since this module always creates a new one.
Yesh Invoice4

Creates an Invoice

ActionIn the docs only

The invoice itself, produced from data another module hands over. This is the step that saves the most retyping in a billing scenario.

When to use it
right after a sale closes or a job is delivered, with the customer mapped from Add a Customer or Search Customers.
Watch out
Make documents none of this module's fields, so run it once on a test sale and read the invoice in Yesh Invoice before you switch the scenario on.
Yesh Invoice5

Delete a Customer

ActionIn the docs only

With this module a client record is removed from Yesh Invoice, which helps when test entries or duplicates pile up.

When to use it
a cleanup scenario that finds duplicates with Search Customers and removes the extra copy it spots.
Watch out
nothing brings the record back once Make runs it; add a filter between the search and this module so only the intended customer passes.
Yesh Invoice6

Delete a Provider

ActionIn the docs only

Suppliers you no longer work with leave your Yesh Invoice list, so the accountant stops picking an old vendor by mistake.

When to use it
a vendor is marked as ended in your purchasing tool and that status should reach Yesh Invoice.
Watch out
the removal is final; pass the provider returned by Search Providers rather than a name typed by hand, and test with Run once.
Yesh Invoice7

Make an API Call

ActionIn the docs only

Anything the ready-made modules leave out can still be reached here: this module calls any endpoint of the Yesh Invoice API, using the same connection.

When to use it
you need a Yesh Invoice feature that has no ready-made module in Make.
Watch out
you have to know the endpoint yourself, and Make says public information on this app is limited, so check what Yesh Invoice itself publishes about its API.
Yesh Invoice8

Search Close Invoices

SearchIn the docs only

Going by its name, it returns your closed invoices, as zero, one or several bundles that the next module handles one by one.

When to use it
you want to copy settled invoices into a finance spreadsheet or a reporting tool.
Watch out
each invoice found becomes a bundle, and every module after it spends one operation per bundle on your plan.
Yesh Invoice9

Search Customers

SearchIn the docs only

Finding the right client record before acting on it is the job here, and it avoids creating the same customer twice.

When to use it
just before Add a Customer, Update a Customer or Creates an Invoice, to check whether the client already exists.
Watch out
the search can return nothing, one match or several; add a filter so the next module does not run on the wrong one.
Yesh Invoice10

Search Invoices

SearchIn the docs only

All your invoices, whatever their state, can be pulled into the scenario with this search. It is the broad one; the open and closed searches narrow things down.

When to use it
a report or a sync needs every invoice, not only the paid or unpaid ones.
Watch out
a wide search can return many bundles, and each one costs operations in the modules that follow.
Yesh Invoice11

Search Languages Types

SearchIn the docs only

Here Make reads the language options Yesh Invoice offers, so the value you pass later matches what the app expects rather than a guess.

When to use it
you bill clients in more than one language and another module asks you to pick one.
Watch out
Make does not document what the returned list contains, so run it once and read the bundles before mapping anything.
Yesh Invoice12

Search Open Invoices

SearchIn the docs only

Unpaid work becomes visible: judging by its name, this search returns the invoices that are still open.

When to use it
a follow-up scenario that sends a reminder with Send a Message or posts the list to your team chat.
Watch out
Make gives no detail on what counts as open, so compare the first results with what Yesh Invoice shows before you automate reminders.
Yesh Invoice13

Search Portfolios

SearchIn the docs only

Portfolios in your Yesh Invoice account come back as bundles you can map into later modules, which saves hunting for them by hand.

When to use it
your account holds several portfolios and a later step needs to know which one it is working in.
Watch out
Make does not explain what a portfolio holds in Yesh Invoice; read one bundle after Run once to see what you get.
Yesh Invoice14

Search Products

SearchIn the docs only

Your product list comes into the scenario, so an invoice or a cleanup step can point at a real item instead of free text.

When to use it
before Creates an Invoice to pick the item sold, or before Delete a Product to target the right one.
Watch out
several products can match, and each match is a separate bundle that runs the next modules again.
Yesh Invoice15

Search Providers

SearchIn the docs only

Suppliers are looked up here, the counterpart of Search Customers on the vendor side of your books.

When to use it
before Add a Provider to avoid duplicates, or before Update a Provider and Delete a Provider to hand them the right record.
Watch out
an empty result stops nothing on its own; add a filter so the next module only runs when a supplier was found.
Yesh Invoice16

Search VAT Types

SearchIn the docs only

The tax rates Yesh Invoice knows about are returned by this module, which keeps you from typing a rate the app may not accept.

When to use it
you sell items taxed differently and the invoice step needs the right VAT type.
Watch out
Make lists no fields for it, so check the output with Run once before mapping a value into Creates an Invoice.
Yesh Invoice17

Send a Message

ActionIn the docs only

A message goes out from Yesh Invoice without you opening the app, handy to close the loop once an invoice exists.

When to use it
after Creates an Invoice, or on each result of Search Open Invoices when a client needs a nudge.
Watch out
Make does not say who receives the message or through which channel; send one to yourself first with Run once.
Yesh Invoice18

Update a Customer

ActionIn the docs only

Changed client details reach Yesh Invoice automatically, so the next invoice carries the right information.

When to use it
a client edits their details in your CRM or a form, and billing should follow.
Watch out
this module needs to know which customer to change; place Search Customers before it and map the record it finds.
Yesh Invoice19

Update a Provider

ActionIn the docs only

Supplier records stay current: when a vendor's details change elsewhere, this module writes the change into Yesh Invoice.

When to use it
your purchasing sheet is where vendor data gets edited, and Yesh Invoice should mirror it.
Watch out
map the provider found by Search Providers, since updating the wrong record overwrites good data you may not notice.
Need help

Need help automating Yesh Invoice with Make?

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FAQ

Yesh Invoice and Make: common questions

01Is the Yesh Invoice Make integration free?
Yes, you can start for free. Yesh Invoice is a standard app in Make, so its modules work on the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run and files up to 5 MB. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and remove the cap on active scenarios. Your Yesh Invoice subscription is a separate matter and is not covered here.
02What do you need to connect Yesh Invoice to Make?
A Yesh Invoice account and a Make account. Make's documentation lists no other prerequisite for this app. You add any Yesh Invoice module, click Create a connection, optionally name it, then either authorize Make on the Yesh Invoice page or paste the key the app gives you, and click Save. Since Make says public information on Yesh Invoice is limited, keep your account settings open in case the window asks for a value you do not have yet.
03Can the Yesh Invoice Make integration react in real time?
No, not from Yesh Invoice itself. The app has no trigger in Make, so nothing in Yesh Invoice can start a scenario. You still have two ways in. The first module can be a trigger from another app, such as your CRM or a form tool, and the Yesh Invoice modules follow it. Or the scenario runs on its schedule, every 15 minutes by default, and begins with a search such as Search Open Invoices.
04What if a Yesh Invoice module is missing in Make?
Use Make an API Call. With the same connection, it can call any endpoint of the Yesh Invoice API, which covers what the ready-made modules leave out. You need to know the endpoint and what it expects, and Make warns that it lacks complete documentation for this app, so rely on what Yesh Invoice publishes about its API. Test each call with Run once on a single record before letting the scenario run on its own.
05Should you use Make or n8n for Yesh Invoice?
It depends on the tool your team already knows. On Make, Yesh Invoice offers 19 modules, available from the Free plan, plus Make an API Call for anything missing. Many apps also have an n8n node, so check whether Yesh Invoice has one before you commit. Pick the tool where the modules you need exist and where the person maintaining the scenario is comfortable. The comparison linked higher on this page lays out the differences in more depth.
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