Waves ’25: Join the boldest automation + AI builders at Make’s annual community event, October 15-16 in Munich. Get your tickets now

Make Logo
Get this template

Create FreshBooks clients from new rows in Microsoft 365 Excel

Create FreshBooks clients from new rows in Microsoft 365 Excel

Get this template
Make template animation background

Apps used in template

About

Share

Every time a new row in Microsoft 365 Excel is created, Make will create a FreshBooks client out of it. To make sure the scenario works fine check if your Worksheet corresponds to this (example)[https://dnu-my.sharepoint.com/:x:/g/personal/ivanov_d_donnu_edu_ua1/ES9VSWoPRF9Ku3JhmuiFXeMBcmgcFIFoqhbzHKM6KSCqdA?e=GjAldp].

Trusted by thousands of fast-scaling organizations around the globe

finn-logo
bamboo-hr-logo
Spotify logo
bny-logo
bolt-logo
Similar templates for inspiration

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Excel
Add a Table

Adds a new table.

Action
Microsoft 365 Excel
Add a Table Column

Adds a new table column.

Action
Microsoft 365 Excel
Add a Table Row

Adds a new table row.

Action
Microsoft 365 Excel
Add a Worksheet

Adds a new worksheet to a workbook.

Action
Microsoft 365 Excel
Add a Worksheet Row

Adds a new worksheet row.

Action
FreshBooks
Create a Client

Creates a client.

Action
FreshBooks
Create a Service

Creates a service.

Action
FreshBooks
Create an Estimate

Creates estimates.

Action
FreshBooks
Create an Expense

Creates a new expense. Allows to attach a file to the expense.

Action

FAQ

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

Trusted by 350,000+ customers