top of page
Writer's pictureJosh Jebathilak

5 Favourite Make.com Use Cases: The Unique Ways You Can Streamline Workflows

Introduced in February 2022, the Make.com platform emerged as a highly sought-after automation system. This company also won the Product Hunt’s Golden Kitty Award that year for being the best no-code product.


With the Make.com software, thousands of people could manage their work with automation and productivity. By the end of 2022, they saw a 64.33% YoY increase in new users.


As of 2023, there were nearly two million Make.com users, showcasing a 60% community growth. Why do you think this SaaS product grew at such a huge rate?



Well, it’s all thanks to the unparalleled use cases of Make.com. From 50-ish task automations to making API calls—this platform can do it all. In this blog post, we’ll list a few of those to help you understand the software better.


#1. Seamless Integration With Xero

Aquib Zafar, the Director of Product Engineering at Fruition Services, loved how Make.com seamlessly integrates monday.com with Xero. We agree with him mainly because:

  • It’s easy to connect Xero with your favourite apps in a few seconds.

  • You get to design, automate, and build Xero with other apps to create automated workflows.

  • Choose from ready-made apps and use the no-code toolkit to connect to Xero.


You can create custom Xero workflows simply by choosing triggers (an event that launches the workflow), searches, and actions (the event). 



Aquib benefitted from the monday and Xero integration with Make.com. That’s because this scenario saved time and costs, improved accuracy, ensured a faster payment cycle, and enhanced record-keeping and security.


The automation use cases of monday.com and Xero through the Make.com platform include the following: 

  • Automated invoice generation

  • Cashflow and dunning management

  • Sales forecasting and budgeting

  • Revenue recognition

  • Profitability analysis


#2. Syncing Accounting Software Contacts With Monday.com CRM

Gleematic mentions that employees usually spend up to 25% of their time performing recurring tasks that can be automated, affecting productivity negatively. That’s why Make.com introduced an easy way to connect contacts across various CRM and accounting software.


Our team member, Nay Gozalova, appreciates how seamlessly Make.com helps sync accounting software contacts with the monday.com CRM. 


The thing is, syncing new contacts from an accounting tool to any CRM can be a painfully repetitive chore. Nobody wants to manually input data (client’s name, email, etc.) from one platform to another. Thankfully, automation can reduce the lead response time by up to 99%.

Let’s take Sage Business Cloud Accounting as a scenario example. Every time you onboard a new client on this tool, the Make.com platform will automatically add them to your monday.com CRM system’s Contacts Board.


Some examples of that:

  • You create a customer on Sage, and Make.com uses automation to add Board subscribers to monday.com.

  • If you trigger a ‘delete a sales quote’ on Sage, monday.com will have the action of deleting or archiving an item.


All in all, Make.com can automate sales workflows and enhance customer experiences. You no longer have to manually track sales in different systems. You can easily integrate the sales stack with monday.com CRM to level up your sales cycle.


#3. Ability to See Your Company’s Data Flow

At Fruition Services, we are expert implementation partners with experience in monday.com, Make.com, Aircall, and Hootsuite. Being a certified partner, every member of our team understands the huge amounts of data all these SaaS tools use. 


This can truly get hard for you to manage all the data silos and duplicate information. If left unchecked, this can create chaos across your database. Manually moving, changing, and merging data can unfortunately increase errors. 


What’s left to do, then? Automated data processing to the rescue!




The Make.com platform’s automation can streamline administrative functions. You can connect your entire company’s software infrastructure to a reliable and low-stress platform.


This tool also ensures proper data analysis and integration to help generate accurate and comprehensive reports. Here’s how you can use Make.com to streamline the company’s data flow and keep it in check:

  • Detecting errors and data inconsistencies can minimise risks by bridging the gaps between automation tools and spreadsheets. Apps include ZeroBounce, Clearout, etc.

  • Managing database accuracy by removing duplicate records to clear up data effortlessly. Examples of apps are Airtable, Google Sheets, etc.

  • Gaining a competitive advantage through a customer feedback database by reviewing records and submissions. Apps include Tally, Typeform, Google Forms, etc.


Examples: When you create new contacts in HubSpot, this can get validated by the NeverBounce app automatically using Make.com. Similarly, you can delete redundant data from Airtable using ChatGPT.


#4. Automating Document Creation

When we asked Suzzane Castro about her favourite Make.com use case, she was excited to share about the automatic document creation feature. Being a technical consultant at Fruition Services, Suzzane understands how challenging document handling can get. 


Back in 2018, McKinsey reported that a company lost 9% of its value in sourcing because of poor contract management. This remains true to date.


Dealing with contracts and agreements can take a lot of time when done manually. Thankfully, the Make.com automation tool can help businesses streamline this process. 


You get to leverage templates with variables to reduce manual work and improve document creation efficiency. Users can create documentation (contracts) for new deals based on specific criteria shared by CRM tools.

Let’s say you’re using monday.com CRM and Google Docs integration. Here are a few steps to go about the process of automated contract creation: 

  • Create a custom board and feed it information about the deal on the monday.com platform (name, value, account details, etc.)

  • Go to Make.com to generate a scenario about contract creation (the module will detect new deals)

  • Create the contract template in Google Docs with dynamic value tags (Make.com will create new contracts using data from monday CRM)

Integrating monday.com with Google Docs using Make.com
Integrating monday.com with Google Docs using Make.com

#5. Managing Invoicing and Billing


Lastly, Make.com users love the ability to automate invoicing and billing to keep track of all payments. This automation tool is connected to hundreds of apps, letting you manage invoice processes from start to finish.


Examples include sending reminders for overdue payments or invoices and establishing recurrent billing for subscription services. Ideally, Make.com can bring the following to your accounting platform:

  • Time-saving invoice automation

  • Smooth cash flow in real-time

  • Accelerated payment cycles 


This versatile automation platform can connect your payment processing systems with your email to help you with sending and scheduling automated invoices. 


Examples: You can create Zoho invoices from WooCommerce orders by integrating these platforms on Make.com. You can even create HTML/CSS invoices using Google Sheets rows.


Make.com can also help you improve your financial health by alerting clients about outstanding invoices. That means the platform will automatically send updates about past-due invoices to you and your client based on the platform integrations. For instance, you can send reminders for Stripe invoices and store them on Google Sheets for recordkeeping.


Note: If you need help understanding how these integrations work, feel free to reach out to Fruition Services, a Make.com certified partner. We have over 1050 completed projects, and our team has satisfied at least 290 clients. With our help, you can easily automate the customer onboarding process, track your sales leads, and manage social media pages using Make.com.


FAQs

What is the use of Make.com?

The Make.com tool is a versatile platform that helps automate processes and streamline workflow across various applications. With this, you can build, design, and automate tasks through different systems or apps without coding skills.


Hence, you can use this interface to reduce manual tasks, connect apps, speed up development, and enhance operational efficiency. The huge library of pre-built integrations ensures businesses benefit from this invaluable tool. 


How many apps can Make.com integrate with?

On average, Make.com can integrate with 1,900+ apps, software, and tools. Examples include the monday.com WorkOS platform, HubSpot CRM, Google Sheets, Instagram for Business, OneDrive, Discord, etc.


This visual platform can indeed bring all your workflow into a no-code automation system, ensuring a productive workflow. For example, users can unify systems of shared data across various SaaS tools to prevent operational errors.


Can anyone use Make.com?

The best part about Make.com is its user-friendliness when it comes to the drag-and-drop features. That means anyone can use this automation software even with no technical background.


Business leaders and freelancers can benefit from the Make.com platform by automating tasks and creating powerful workflows. For example, you can close more deals faster with contract management and automated lead routing.


94 views0 comments

Comments


bottom of page