Automatically create synced visual documentation for your Make Scenarios in less than 1-minute

Support — Make Integration Walkthrough

Automatically create synced visual documentation for your Make Scenarios in less than 1-minute in Puzzle

Effortlessly diagram Make scenarios in a visual canvas

Puzzle implements technology to optimize your processes across teams so you maximize your team's productivity.

Listing Steps · Puzzle

Your Account's Tools · Puzzle

Make
Active
Cancelled
Considering
B
I
H1
H2




Steps

Find Xero <> Monday Invoices (create log for Zapier) [1]

Edit Account Tool · Puzzle

Manage Integrations · Puzzle

Make

Puzzle | Make

Variables | Make

Ready to bring intelligence to your documentation? Now you can diagram your Scenarios in a synced visual canvas.

Adding New Steps

Repeating
Active & Transfer
Voided
Business
Individual
Paid
No
Everything else
Form 1040
Yes
Other/Corp
Ad Hoc
If Invoice amount changes
Invoice Paid & No Active Projects
Active Incorp
Corp Docs
Other
Yes
Transfer In
Other
Corporate Document
Active Incorporation
Transfer In
Item was not moved
Cancel
Collecting Payment for invoices
Recurring Invoice - Backup Import Process
Sending Contracts
Sending Invoices to Clients
Onboarding Clients
Historical Invoice Payment Update
Completing & Moving Active Projects
Updating invoice price & Sending Invoice
Host Kickoff meeting with Partner
Create or update line item status when payment or credit note is made
1
Collections Assistant manually creates ad hoc projects to Monday.com boards
2
Send Tax Engagement letter and Invoices to Individuals
Sending Client Onboarding Document
Create or update line item status when invoice is voided
Host Kickoff meeting with Partner
Visibility into when Incorporation Invoice is paid
Repeating invoice is generating in Xero automatically
New item created in the Incorporation board in Monday.com
@Zapier sets up new Individual profile in Monday.com and Xero
Copy values from the Company, Client, and Invoice fields.
1
1
When Registration proejct's invoice is paid update status to "Done & Paid"
Copy values from the Company, Client, and Invoice fields.
A] Change in Monday, or B] Void & Create new line item
Copy values from the Company, Client, and Invoice fields.
Collections Assistant sends new invoice in Xero for ad hoc service
Copy values from the Company, Client, and Invoice fields.
Recurring Invoice creates line items in project boards
Verify Onboarding Document & Assign Collections Assistant in @Monday.com
Non-recurring invoices status update and creating projects line items
Client fill out Tax Engagement Letter
1
When Tax project's invoice is paid update status to "Done & Paid"
1
1
When Accounting project's invoice is paid update status to "Done & Paid"
Signer and Client fill out the Document
Update status to "Detenido"
Which group was the item in?
Update status to "Done & Paid"
Zapier will check Xero and post the updated payment status in Monday.com
Move item to Done - Registration Board
Tag line item's incorporation group as Corporate Document Monday.com
Log existing Invoices in Google Sheets as "missing invoice"
Is the invoice paid and cinrporations project done?
Tag line item's incorporation group as Other Monday.com
Automatically move Active Incorporation line item to Done [Active & Transfer In] Group
Find Xero <> Monday Invoices (create log for Zapier)
Complete project deliverables. Set Incorporation item status to "Done"
Automatically move Corporate Document line item to Done [Other & Corporate Docs] group
Receive new item in the Registration board in Monday.com
Update Zapier Trigger column to "Run"
Log existing Invoices in Google Sheets as "already exists"
Tag line item's incorporation group as Transfer In Monday.com
Delay until payment is made on Xero invoice
Tag line item's incorporation group as Active Incorporation Monday.com
Move item to Done - Tax board.
Automatically move Other line item to Done [Other & Corporate Docs] group
Copy Company and Client Values to Text
1
Move item to Registrations board.
Tag line item's incorporation group as Other Monday.com
Move item to Done - Accounting board
Invoice exists in Monday.com ?
Which group is the line item created in Monday.com
@Zapier sets up new business profile in @Monday.com and @Xero
Delay Until 6 Months after Due Date
Which group is the line item created in Monday.com
Automatically move Transfer In line item to Done [Active & Transfer In] Group
Delay until payment is made on Xero invoice
Complete project deliverables. Set Incorporation item status to "Done"
Tag line item's incorporation group as Corporate Document Monday.com
Move item to Done - Incorporations board.
Tag line item's incorporation group as Active Incorporation Monday.com
Automatically create a Google Drive folder via Zapier
Recurring Invoice creates line items in project boards
Move Item to Archive - Invoices Board
Receive new item in the Done - Incorporation board in Monday.com
Set Invoice line item in Monday.com to "Update"
Recurring Invoice creates line items in project boards
Tag line item's incorporation group as Transfer In Monday.com
React Flow

Edit Step · Puzzle

Draft
In progress
Testing
Live
Archived

Find and match Xero invoices

Automated
Email
Delay
Delegate
Document
Form
Link
Manual
Meeting
Research
Sequence
Go to
Phone
Chat
Payment
Conditional
Video
Tag
Notification
Sms
Webpage
Database
Add Role
B
I
H1
H2
CB

Already have a step in Puzzle you want to connect to a Make Scenario? No problem, it takes just a few clicks.

Connecting Existing Puzzle Steps to a Make Scenario

Draft
In progress
Testing
Live
Archived

Find and match Xero invoices

Automated
Email
Delay
Delegate
Document
Form
Link
Manual
Meeting
Research
Sequence
Go to
Phone
Chat
Payment
Conditional
Video
Tag
Notification
Sms
Webpage
Database
Add Role
B
I
H1
H2
CB
Overview

Use the Make Scenario linked below to complete a one time export of all repeating invoices. Use the "choose where to start" feature to select the beginning date of the export.

Make

Synced with: Find and match Xero invoices

Visit Workflow

Last updated by Operations Team 4/24/2024

Created by Gavin Walsh 4/24/2024

49+

Completed

4/24/2024

Created

Runs

May 1, 2024, 4:55:07 PM

May 1, 2024, 4:40:13 PM

May 1, 2024, 4:25:08 PM

May 1, 2024, 4:10:14 PM

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May 1, 2024, 2:40:14 PM

May 1, 2024, 2:25:07 PM

May 1, 2024, 2:10:14 PM

May 1, 2024, 1:55:07 PM

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May 1, 2024, 1:25:08 PM

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May 1, 2024, 12:40:11 PM

May 1, 2024, 12:25:05 PM

May 1, 2024, 12:10:10 PM

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May 1, 2024, 11:40:08 AM

May 1, 2024, 11:25:05 AM

May 1, 2024, 11:10:09 AM

May 1, 2024, 10:55:04 AM

May 1, 2024, 10:40:06 AM

May 1, 2024, 10:25:03 AM

May 1, 2024, 10:10:05 AM

May 1, 2024, 9:55:04 AM

May 1, 2024, 9:40:04 AM

May 1, 2024, 9:25:02 AM

May 1, 2024, 9:10:05 AM

May 1, 2024, 8:55:02 AM

May 1, 2024, 8:40:04 AM

May 1, 2024, 8:25:03 AM

May 1, 2024, 8:10:04 AM

May 1, 2024, 7:55:03 AM

May 1, 2024, 7:40:04 AM

May 1, 2024, 7:25:02 AM

May 1, 2024, 7:10:04 AM

May 1, 2024, 6:55:04 AM

May 1, 2024, 6:40:04 AM

May 1, 2024, 6:27:33 AM

May 1, 2024, 6:10:04 AM

May 1, 2024, 5:55:05 AM

May 1, 2024, 5:40:08 AM

May 1, 2024, 5:25:01 AM

May 1, 2024, 5:10:04 AM

May 1, 2024, 4:55:07 AM

Disconnect Step

Automatically generate beautiful and easy-to-understand flowcharts! With just a few clicks, you’ll have a clear visualization of how all your systems work together.