Interprise Suite
Interprise Suite API offers robust ERP integration with modules for accounting, CRM, and sales automation. Efficiently manage customer relationships with tools to create and update contacts, leads, and invoices. Gain real-time insights and streamline operations with powerful search and retrieval functions, making workflow customization effortless for enhanced business efficiency.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (19)
- Action
- Universal
- Search
- Trigger (polling)
Interprise Suite API Integration for Make.com
Create custom Interprise Suite automation workflows by using triggers, actions, and search modules listed below.
Action
Create a Customer
Creates a new customer.
Action
Create a Customer Contact
Creates a new customer contact.
Action
Create a Lead
Creates a new lead.
Action
Create an Invoice
Creates a new customer invoice.
Action
Get a Contact
Retrieves details for a contact.
Action
Get a Customer
Retrieves a customer by customer code.
Action
Get a Lead
Retrieves details for a lead.
Action
Get an Invoice
Retrieves a single invoice's details.
Action
Get an Invoice by PO Code
Retrieves a single invoice by PO code.
Action
Get an Invoice by Reference
Retrieves a single invoice by reference.
Action
Get an Invoice Detail
Retrieves detailed information about the specified invoice.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Search
Search Customers
Searches for customers by specified criteria.
Search
Search Invoices
Searches for invoices by specified criteria, including dates.
Search
Search Invoices
Searches invoices by customer code.
Search
Search Sale Orders
Searches sale orders by customer code.
Action
Update a Customer
Updates a single customer's details.
Trigger (polling)
Watch Customers
Triggers when a new customer is created.
Trigger (polling)
Watch Invoices
Triggers when a new invoice is created.
Interprise Suite Automation Use Cases
Explore potential use cases for automations using Interprise Suite API and utilize our integration modules crafted specifically for such workflows.
3 modules
Automate New Customer Lead Management
Automatically convert a new customer into a lead and create a contact person upon creation. This streamlines the lead management process by ensuring all necessary entries are created instantly for a new customer.
Watch Customers
Create a Lead
Create a Customer Contact
2 modules
Invoice Creation for New Customer Orders
Upon receiving a new sale order for a customer, trigger the creation of a corresponding invoice. This ensures that every sale order is immediately backed by a valid invoice, reducing manual overhead for financial documentation.
Search Sale Orders
Create an Invoice
2 modules
Periodic Customer Invoice Reports
Generate and send detailed reports of all invoices issued to a specific customer over a specified period. Utilize the invoice detail retrieval module to ensure comprehensive data in reports.
Search Invoices
Get an Invoice Detail
3 modules
Customer Data Enrichment Process
Enhance customer profiles by regularly updating their information based on new data received from external sources. This can be done by performing authorized API calls to fetch new data and updating customer records.
Get a Customer
Make an API Call
Update a Customer
2 modules
Sales Invoice Verification Automation
Automate the process of verifying invoice details against purchase order codes or references to ensure accuracy. This case helps in minimizing invoice discrepancies by cross-referencing PO codes and invoice references.
Get an Invoice by PO Code
Get an Invoice by Reference
2 modules
Proactive Customer Engagement Alerts
Trigger alerts for customer engagement activities based on real-time data from customer interactions. This ensures the sales team is always aware of customer activities and can engage proactively.
Search Customers
Watch Customers
2 modules
Dynamic Lead Conversion System
Streamline lead conversion into customers by automating the creation of a new customer profile from an existing lead. This automation speeds up the buyer's journey and reduces the time spent on manual data entry.
Get a Lead
Create a Customer
2 modules
Inventory Linked Invoice Monitoring
Create a monitoring system that tracks the creation of invoices for specific inventory items to maintain an organized financial record in real-time. This aids in ensuring inventory items have corresponding sales invoices.
Search Invoices
Watch Invoices
3 modules
Comprehensive Contact Management
Automatically gather and update contacts related to a customer when any changes to their invoice or sales order activities are detected. This keeps the CRM system updated and aligned with ongoing transactions.
Get a Contact
Search Sale Orders
Search Invoices
Supported Platforms
- Make.com
How to start with Interprise Suite on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.