Make.com scenarios with routers, iterators, aggregators, custom code and API modules across CRMs, billing, courses and content.
16 Make.com scenarios by Muhammad Fahad Hussain
01. Zoho: Deal Created / Stage Changed
One Zoho CRM webhook drives the full deal lifecycle. Custom code and a router send each stage (new lead, invoice, booking, paid) to timed Gmail and Twilio SMS follow-ups, create Zoho invoices and books entries, and use OpenAI to generate content.
Tools and features: Webhook, Make Code, Zoho CRM, Zoho Books, Zoho Invoice, OpenAI, Twilio, Gmail
02. Invoice
Webhook-triggered invoicing. Line items are iterated and aggregated, the contact is matched and a Zoho Invoice is created, then the Zoho CRM record is updated. A second path handles simple invoices.
Tools and features: Iterator, Array aggregator, Zoho Invoice, Zoho CRM
03. Monthly Payment Reconciliation
Runs every month. Copies a report template in Google Drive, shares it by Gmail, pulls last month’s deals from Zoho CRM, extracts payment details with a text parser and logs them to Google Sheets by condition.
Tools and features: Scheduled, Google Drive, Zoho CRM, Text parser, Google Sheets
04. Thinkific Order to Zoho CRM
Each new Thinkific course order is filtered, then an account, contact and deal are created in Zoho CRM.
Tools and features: Thinkific, Filter, Zoho CRM
05. Thinkific Transactions: Manual List
Watches a Drive folder for transaction exports, reads the rows from Google Sheets and checks Zoho CRM. Existing customers get a new deal, new customers get an account, contact and deal.
Tools and features: Google Drive, Google Sheets, Router, Zoho CRM
06. Thinkific Order to Mailchimp Audience
Routes every order by course (Kick-Start, Land Your Dream and BCA Membership) and adds the buyer to the matching Mailchimp audience.
Tools and features: Thinkific, Router, Mailchimp
07. Tier 1 All List Automation
Watches Trello board activity and routes each list change: iterates checklists, updates Zoho CRM tasks by subject, edits cards and uploads attachments to the CRM.
Tools and features: Trello, Iterator, Zoho CRM
08. Backup Deal to Trello
Large multi-router scenario that mirrors Zoho deals onto a Trello board.
09. Tier 1 Writer Update
When a writer updates a Trello card, the card is fetched, its checklist iterated, and the matching Zoho CRM tasks are found and updated by subject.
Tools and features: Trello, Iterator, Zoho CRM
10. Tier 3 Project Completion to Coaching Board
When a project is marked complete, the matching card on the coaching board is found and a custom field is set. Running live.
Tools and features: Trello, Filter
11. Aptive Index 2nd Follow-Up to Non-Responders
A webhook pulls the Airtable record, checks whether the person replied, waits, sends the second follow-up email and updates the Airtable record.
Tools and features: Webhook, Airtable, Email
12. Career Program Questionnaire to Trello
GHL questionnaire answers arrive by webhook and are routed by tier (Entry, Managerial, Executive) to create cards on the right Trello boards.
Tools and features: GHL webhook, Router, Trello
13. Resume Makeover Questionnaire
The same tier routing for resume clients: creates the card, sets custom fields and adds the follow-up card on each board.
Tools and features: Webhook, Router, Trello custom fields
14. Airtable to Social Media Content
Scheduled Airtable posts get a branded image from Abyssale, the link is resolved and the post is queued in Buffer.
Tools and features: Airtable, Abyssale, HTTP, Buffer
15. Notion to Social Media Content
Notion database items get an Abyssale image, then a router sends them to Facebook and LinkedIn through Buffer.
Tools and features: Notion, Abyssale, Router, Buffer
16. WhatsApp AI Chatbot to Pipedrive
A WhatsApp Business chatbot that talks to customers on its own. Each message is checked against a data store, OpenAI reads the reply and pulls out the customer details, and the bot keeps asking for any missing field. Once the details are complete, the person and deal are searched, created or updated in Pipedrive through the API, and the customer gets a WhatsApp confirmation.
Tools and features: WhatsApp Business Cloud, OpenAI, Data stores, JSON parsing, Pipedrive API, Routers