Top 15 Make.com Templates for Business Automation

Make.com (formerly Integromat) is one of the most powerful visual automation platforms available, but its flexibility can be overwhelming for newcomers. The fastest path to value is starting with proven templates and customizing them for your specific needs rather than building from scratch.

We have tested hundreds of Make.com scenarios across our client base. These 15 templates represent the most universally useful automations that deliver measurable ROI within the first week of deployment. They are organized by business function so you can jump to the category that matters most.

Templates are organized into three pillars: Sales, Operations, and Finance.

Sales and Order Templates

1. Order to Invoice (Shopify/WooCommerce to QuickBooks). When a new order is placed, this scenario creates a customer record (if new), maps line items, applies tax rates, and generates an invoice in QuickBooks Online. It handles product matching, quantity calculations, and discount application. Most businesses see a 90% reduction in invoice creation time.

2. Lead Capture to CRM. Connects website forms, Facebook Lead Ads, or chatbot conversations directly to your CRM. Each lead is created with source tracking, assigned to the right salesperson based on territory or product interest, and triggers a follow-up task. No lead falls through the cracks.

3. Quote to Sales Order Pipeline. When a quote is approved in your CRM, this template automatically creates a sales order, updates the pipeline stage, notifies the fulfillment team, and archives the quote. The entire quote-to-order handoff happens without a single email or phone call.

4. Email Order Parser. For businesses that receive orders via email, particularly in B2B, this scenario uses Make.com's text parsing modules to extract order details from structured emails or PDF attachments, then creates orders in your system. This is a game-changer for PDF purchase order processing.

5. Multi-Channel Order Sync. Consolidates orders from Shopify, Amazon, eBay, and your wholesale portal into a single order management view. Each channel maps to the correct revenue account, and inventory is deducted from a centralized pool.

Operations Templates

6. Real-Time Inventory Sync. Keeps stock levels synchronized across all your sales channels and your accounting system. When a sale occurs on any channel, all other channels update within minutes. This template alone prevents overselling, one of the most expensive e-commerce mistakes.

7. Shipping Label and Tracking Automation. Pushes order details to ShipStation, generates labels, captures tracking numbers, and sends customer notifications. The scenario also updates order status across your connected platforms.

8. Low Stock Alert with Auto-PO Draft. Monitors inventory levels and fires alerts when stock drops below your defined threshold. The advanced version automatically drafts a purchase order based on your reorder quantities and preferred vendors, ready for one-click approval.

9. Purchase Order Generation and Tracking. When approved, purchase orders are sent to vendors via email, logged in your system, and a follow-up check is scheduled. When goods are received, the PO is marked as fulfilled and inventory is updated.

10. Return and Refund Processing. Handles the return workflow from customer request to refund issuance. The scenario creates a return authorization, generates a return label, updates inventory upon receipt, and processes the refund in your payment system and accounting platform simultaneously.

Finance and Reporting Templates

11. Receipt to Expense Entry. Employees forward receipts to a dedicated email. Make.com's document parser extracts vendor, amount, date, and category, then creates the expense entry in your accounting system. Uncertain entries are flagged for review rather than auto-posted.

12. Cascading Payment Reminders. A scheduled scenario checks for overdue invoices daily and sends tiered reminders: friendly at 3 days, firm at 7 days, final at 21 days. Each reminder can escalate to different communication channels, from email to SMS to Slack alerts for your team.

13. Daily Sales Summary to Slack/Email. Runs every morning at your specified time, aggregating the previous day's order count, revenue, average order value, and top-selling products into a formatted digest. Leadership gets a snapshot without logging into any dashboard.

14. Real-Time Revenue Dashboard. Pushes transaction data from your e-commerce platform and payment gateway into Google Sheets or a BI tool on a continuous basis. The result is a live dashboard that updates throughout the day, not just at month-end.

15. Tax Report Data Preparation. On a monthly or quarterly schedule, this scenario aggregates sales data by tax jurisdiction, categorizes taxable and non-taxable revenue, and formats the output for your tax filing software or accountant. What used to take a full day of spreadsheet work happens automatically.

Start with beginner templates to build confidence, then progress to more complex scenarios.

Getting the Most from Templates

Templates are starting points, not finished products. Every business has unique data structures, naming conventions, and exception-handling requirements. Plan to spend at least as much time customizing a template as you do installing it. Test thoroughly with real data before turning on live processing.

If you are new to Make.com, start with our comprehensive Make.com guide to understand the platform fundamentals. And if you want to compare Make.com against its main competitor before committing, read our Make.com vs Zapier comparison.

For businesses that want these templates professionally configured and optimized for their specific tech stack, our done-for-you automation service handles everything from template selection to testing to ongoing maintenance.

"A good template saves you from reinventing the wheel. A customized template gives you a competitive advantage."